May 2016 Update
This month we’ve added some small functionality improvements. These requests have come from customers and implemented by our team, please always feel free to suggest improvements to SaasCase, we’re always happy to listen.
Table Control Exports
Several customers have asked for the ability to download the contents of table controls into export formats. We’ve implemented the ability for you to export table control data into either CSV (Excel), Microsoft Word or PDF.
File Upload Control – Hide Uploads from Docs and Comms
This enhancement takes the standard File Upload Control and adds the ability to hide the uploaded documents within it from the Docs and Comms section of a case.
This can be combined with the built in permissions system within SaasCase to allow complex workflows and permissions structures to be applied to document uploads.
The ability to hide documents works for both singular File Upload controls and File Upload controls within Table controls.
Ability to change a user’s email address
Now, if you have a user whose email needs to change you can simply edit the email address held within their profile – simple!
Add New User Functionality
This functionality allows you to create user accounts without the need to go through the user invite process.
You can now create accounts in advance of users joining your firm, set their password as well as testing complex permissions structures more easily.
Contact Link Editing
Edit previously linked contacts relationship types and contact names within cases. Use the contextual dropdown beside linked contacts to change any of the linked information as you need it.
Bug fixes / Smaller Enhancements
- Follow ups on table controls, sometimes not working – fixed.
- Issues with document previews – fixed.
- Performance improvements in Docs and Comms tabs
- On Save scripting – more control when emails are sent within an On Save script
- REST API
- Bulk SMS
- Report Scheduler
- Billing stability updates
- Calendar stability updates
- Quick Edit Cases from Reports
- Advanced / Note search
- File Preview enhancements