04/15/2020 - Release

What’s New: 

  • Quickly filter your Case Listing by Client Service Types through the new filter.
  • The General Sales Report Description is being updated to more accurately describe the reports functionality. 
  • We understand the frustration of double entering data!  We added a Copy From button on the Vital Statistics page to reduce double entering the same data from the First Call page.  
  • Speaking of avoiding double entry – Items that are under the Tracking page under the Care Center are now copied with a case! Interested in what other information is copied with a case?  Check out How to Copy & Transfer Cases Between Instances


  • The Events Export had some errors that we straightened out.