Case Management Winter '23 Release Notes

Changes

• We added the ability to create threshold lines for Assessment charts. These lines let you quickly determine where a client is in relation to benchmarks you determine, such as levels of financial literacy.

• We added filtering so only Program Engagements from the Active bucket are available when you create a case plan. To enable this feature:

  1. In Custom Metadata Types, click Feature Gate.

  2. Click Manage Feature Gates.

  3. Select All in the View menu.

  4. Click Edit next to Filter Active Prog Eng On New Case Plans, then click Feature Active.

  5. Save your work.

• We replaced New Contact with New Intake on the Quick Actions section of the Home page. If you don't see it or want to add New Contact back, edit the page.

• We added a Create Intake button to the client's Contact page. Add it to your page layout to make creating an Intake even faster.

• We made it so you can share uploaded Client Note files with the Program Engagement record.

• We now support Brazilian Portuguese.