Caseload Manager Help Topics List
Recent Updates - General Support - Customizing
Caseload Manager Hubs
Administrative Features
Recent Updates
- Emailing Attached Documents
- Deadlines
- Changes Made to Increase Processing Speed
- New Case Alert
- Staff Removal Alert
- Minimum Time Increment
- Automated Calendar and Email Follow-ups
- Upload URL
- Billing Options
- Charging by Activity
General Support
CASELOAD MANAGER HUBS
Activity Hub
Calendar Hub
- Automated Calendar Followups
- Custom Calendar Reminders
- Email Reminder
- Exporting to Google Calendar
- Full Screen Display
- Remove Calendar View
Cases Hub
- Assigning Case Field Access
- Automated Calendar and Email Follow-ups
- Case Date Range Filter
- Case Types Report
- Cases Available
- Custom Case Field Report
- Date Filtering Options
- Filter Case
- Filter Cases by Dates
- Filter for Another Case ID
- Filter for Pending Cases
- Full Screen Display
- Needs Attention/Needs Attention Now!
- People with Multiple Roles
- Secure Document Upload for Staff / Document Sharing for Clients
- Staff/Case Activities Report
- Waiting For
Mail Hub
- Automated Email Followups
- Create an Invoice
- Creating Email Templates
- Email Alerts
- Email Name Auto-Suggest
- Merging Information
- Printing/PDF Correspondence
- Text Substitutions in Email
Reports Hub
- Billables Report
- Calculate Balance Due
- Case Date Range Filter
- Case Types Report
- Cases Available
- Custom Case Field Report
- Filter Cases
- Filter for Pending Cases
- Invoicing Clients
- Referral Sources Report
- Services Report
- Staff/Case Activities Report
Customizing
Administrative Features
Setting Up Staff
- Assigning Staff Access Level
- Confidential Notes in Staff Field
- Parties with Multiple Roles
- Setting Individual Case Field Access Levels
- Setting Up Staff
- Staff Access Levels
- Staff Contact Info
- Staff Documents
Exporting:
- Calendar Reminders Include Custom Fields
- Exporting to Google Calendar
- Microsoft Excel Spreadsheets
- Microsoft Word Mail Merge
- Tracking Referral Sources
Creating Fields:
- Add Phone Number Fields
- Create Custom Calendar Fields
- Create Custom Case Fields
- Create Custom Date Fields
- Create Custom Party Fields
- Required Field Notification
- Surveys
Global/International Settings
- International Calendar Format
- International Currency Format
- Non-Western Characters/Additional Language Support
Work Groups
- Advanced Workgroup Information
- Assigning Work Groups
- Displaying Cases by Workgroup
- Setting Individual Case Field Access Level by Workgroup