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New: Markdown Enabled Policies and Notes
- It is now possible to apply advanced styling to your client policies and notes using markdown. This new feature will allow you to better format your policies using common styling such as bold, italic, and lists to make policies and notes more readable.
Other Enhancements
- The Case Info button that appears on most case subsections has received a makeover and has been updated to provide additional information including:
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- Remaining Budget
- Primary Investigator
- Primary Case Manager
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- It is now possible to make the Due Date Required on new cases and case requests via your case type configuration.
- It is now possible to set a default Due Date, X days from the date created on new cases and case requests. This feature is configurable via the case type configuration.
- When saving an invoice to the case, it is now possible to choose a folder to place the invoice in, where previously the invoice was always saved to the Home folder.
- It is now possible to filter the case map to only show investigators with work preferences that match the case. This filter will hide anyone who doesn't have work preferences that match the Case Region and at least one Case Service defined on the case.
- Date range form field presets now include This Week and Last Week to quickly populate To/From dates for this week and last week.
- It is now possible to control which investigator licenses are used in investigator recommendations by toggling the Include in Investigator Recommendations option on the license configuration.