Product Changes | eCourtDate Help

View new eCourtDate platform features and updates.

  • Training Agent with Dynamic Client Personas

    staging

    Users can train on how to use the eCourtDate platform by sending live SMS and getting simulated responses back. Create a client with the following phone number: (954)-405-8543. Any outbound messages sent in live mode from the agency will have a simulated response sent back. Configure the training agent persona and language in Admin > Settings > Training Agent.

    Created 1 day ago

  • Help Chats Render in Markdown

    staging

    As part of our upcoming help chatbot, responses will render in Markdown. This allows for enhanced readability as well as clickable links.

    Created 3 days ago

  • New Data Dashboards Changes

    staging Aggregate Trends now calculate using averages for more representative insights across time.
    • Introduced new Data Quality Metrics to help you identify inconsistencies and improve input hygiene.
    • Added a Time Analysis Chart featuring the Coefficient of Variation (CV) to track relative variability.
    • New Pie Chart visualizations for intuitive, distribution-based insights.
    • Included four advanced Statistical Predictive Metrics for more accurate forecasting and trend projection.
    • In the Detailed Analysis Chart, users can now click to drill down into specific data segments.
    A redesigned Filter Panel (top-right corner) includes:
    • Quick Time Ranges for faster filtering.
    • New Visualization Options to customize views.
    • Rate Calculations to dynamically assess changes over time.

    Created 1 week ago

  • Attorneys Endpoints Added to API Documentation

    staging API users can now programmatically search, create, update, and delete attorneys. In addition, the Update Case endpoint includes an example of how to assign multiple attorneys to a case.

    Created 1 week ago

  • Import System Level Roles

    production Users can one-click import the following system level roles: ConsoleUser, Security, and Jurisdiction Admin. Jurisdiction Admin is only available in us-texas region.

    Created 1 month ago

  • Console Domains DNS Records

    production When viewing a domain in the Console, users can click a "Download DNS" button to save a CSV file with all necessary records for a domain. For email domains, this now includes both outbound and inbound DNS records.

    Created 1 month ago

  • Messages Search Redesigned

    production When searching on the Messages page, the search options have been redesigned and simplified.

    Created 1 month ago

  • Edit Carrier Campaigns

    production Users can edit carrier campaign registrations directly through the Carriers page. Previously, updates to carrier changes required submitting a help ticket.

    Created 1 month ago

  • Improved Performance on Data Dashboards

    production The Data Dashboards backend has been upgraded to allow for more performant queries.

    Created 2 months ago

  • Hide Create Forms by Role

    production If a user is not Super Admin and does not have a "create" permission, then then the create form will be automatically hidden.

    Created 2 months ago

  • Page Tabs Can be Hidden by Role

    production When configuring roles, users can set the "Hidden Navigations" setting to hide sub page tabs based on the assigned user's role.

    Created 2 months ago

  • Restrict Portal Access by Domain

    production When editing a Portal, use the "Allowed Domain" setting to restrict portal registration and login to a specific domain. If enabled, portal registration will require an email address and clients can only login with their email.

    Created 2 months ago

  • Curfew Reminders

    production Users can configure Supervision Levels to send curfew reminders to assigned clients on a daily basis. Each Supervision Level supports the following settings if curfew reminders are enabled:
    • Curfew Days
    • Curfew Start Time
    • Curfew End Time
    • Curfew Message (choose from Auto Messages)

    Created 2 months ago

  • Improved Portal Performance

    production The following portal features should experience improved performance and reduced latency:
    • Viewing informational posts
    • Viewing event locations
    • Searching, subscribing, and unsubscribing to cases
    • Uploading documents and photos
    • Creating addresses through the profile or enroll form
    • Submitting forms
    • Viewing checkins on waitlist
    • Generating merge tags (partial)
    • Electronically signing files
    • Signing into the portal

    Created 2 months ago

  • Search Comments

    production On the Comments page, users can search with the following fields:
    • Partial search on any comment content
    • Case Number
    • Archived or Trashed

    Created 2 months ago

  • Sample Forms List Updated

    production When creating a form, users can choose from multiple sample forms instead of only a survey form.

    Created 2 months ago

  • Choose Agency Email Domain

    production When creating an agency email, users can choose from their custom domains or an "ecase.io" based domain. If an email gateway is configured, users can also set the gateway.

    Created 2 months ago

  • Allow Clients to Download a Fillable PDF

    production When submitting a form on the portal, clients can use the "Download PDF" to save a fillable PDF version of the form.

    Created 2 months ago

  • User Customizable Cases Fields

    production When viewing the Cases page, users can customize their preferred fields by clicking on the "Fields" button and toggling any desired fields.

    Created 2 months ago

  • Detach Users in a Deactivated Agency

    production If an agency is deactivated, users can be still be detached through the Console. Previously, the agency had to be reactivated in order to manage users.

    Created 2 months ago

  • Enter Additional Email Addresses when Scheduling a Meeting

    production Clients can use the "Additional Email Addresses" field to include additional emails when scheduling meetings through a portal.

    Created 2 months ago

  • Improved Performance in Inbound Messaging

    production Inbound texts and emails should see an improved speed on processing times.

    Created 2 months ago

  • Improved Performance on Upload Processing

    production Uploads should see improved performance on processing times.

    Created 2 months ago

  • Improved Performance on Data Dashboards

    production All data dashboards should experience improved load times and reduced latency.

    Created 2 months ago

  • Generate Operations Manual

    production From the "Get Help" page, click on the "Download Operations Manual" to generate a customized PDF manual based on your agency settings.

    Created 2 months ago

  • Reduced Latency on Web Portals

    production The following web portal features should experience improved performance and reduced latency: attorney directory, public/private calendars, checkin/checkout forms, private dashboard/profile/documents, maps and locations, and redirects.

    Created 2 months ago

  • Skip Duplicate Message Prevention Setting

    production Use the "Skip Duplicate Messages" setting to disable duplicate prevention for outbound messages. This is only recommended for API users who want to control duplicate prevention completely on their end without setting duplicate conditions on a per-request level. https://staging.ecourtdate.com/settings?search=duplicate

    Created 2 months ago

  • Admin Check in Form Fields use the Portal Form Fields

    production If a portal has a custom check-in form, the admin check in will use the same fields.

    Created 2 months ago

  • Visitor Badges

    production After checking in, clients can click the "Visitor Badge" button to take a photo and create a badge.

    Created 3 months ago

  • Bulk Actions Dispatch Immediately and Process in Parallel

    production When a bulk action is ran live, the messages will begin processing immediately. In addition, each message is generated simultaneously. This will result in faster dispatch and processing times.

    Created 3 months ago

  • Auto Populate Portal Forms

    production Forms support auto population of any fields based on a URL parameter. Pre populated links can be generated in QR codes, used in message links, or integrated in an external system to create dynamic links.

    Created 3 months ago

  • Ability to Retry Webhook Logs

    production When viewing webhook logs in the Console, users can click the "Retry" button to immediately resend the log to the webhook URL.

    Created 3 months ago

  • Launch Portal Based Waitlist Pages

    production Users can generate a real-time waitlist page of scheduled events and check-ins through a portal. Waitlists can work on both client/visitor devices and show on display screens (TVs and kiosks).

    Created 3 months ago

  • Auto Populate QR Code Links

    production When editing a QR code for a portal form, users can choose to auto populate any fields associated with the form.

    Created 3 months ago

  • Improved Check-in Form Customizability

    production Users can create custom fields, select field types, select field options, select whether a field is hidden or required, and set a default value. In addition, the UX has been improved to streamline check-in form creation.

    Created 3 months ago

  • Improved UX on Flows

    production When editing a flow, users can click the "Duplicate" button to create additional messages and the "Import Sample" button to pre-populate the Subject and Message fields with a sample template. Scheduling and trigger options have been reorganized for simplicity.

    Created 3 months ago

  • New Merge Tags

    production The following merge tags are available for client-level data: [ClientBirthDate] [ClientBirthYear] [ClientAge] [ClientGender]

    Created 3 months ago

  • Improved UX on Submissions

    production The submissions viewer has been improved with inline editing, file downloads, and data search.

    Created 3 months ago

  • Generate Press Releases

    production On the Referrals page, under Agency Setup, users can generate press release templates to announce using eCourtDate.

    Created 3 months ago

  • New Auto Message Trigger: When a Client Group Is

    production Use the "When a Client Group Is" Auto Message trigger to send a message when a client is assigned to a specific group. This auto message can be triggered when clients are created with a group or updated to a group.

    Created 3 months ago

  • Clients UX Changes

    production When searching for clients on the main client's page, users can select which field to choose for a partial search. When editing a client, the following changes have been made: - A blank thumbnail image of the client is shown next to the client name (unless a photo is uploaded) - A list of the client's next three upcoming events is displayed below the client's profile

    Created 3 months ago

  • Customizable Client and Event Fields

    production On the Clients and Events pages, users can choose from additional fields to include when creating new records.

    Created 4 months ago

  • Ability to Manually Assign Client Supervision Level

    production

    When editing a client, users are able to manually assign the supervision level to a client. If a supervision level is assigned, then any details about the level are shown. Ensure to configure supervision levels under Admin > Settings > Supervisions.

     

    Client Supervision Level Example

    Created 4 months ago

  • Update Inbound Security Rules on a Managed Server

    production

    If using a managed server by eCourtDate, users previously submitted a help request to make a change to the server's inbound security rules.

    Authorized users can now directly manage their own IP addresses through the Console Server page.

    Add new inbound IPs

    Add a new IP address

     

    Edit existing inbound IPs

    Edit an existing security IP rule

     

    Created 5 months ago

  • Geolocation Disabled by Default

    production

    To ensure geolocation is only turned on by users if desired:

    • When using the "Auto Setup" tool, the portal that is created will have geolocation disabled by default.
    • When manually creating a Portal, geolocation is disabled by default.
    • When viewing the Portals page, the current geolocation and verification settings are visible.

    Example screenshot showing geolocation settings

     

     

    Created 5 months ago

  • Improved Frontend UX Experience

    production

    The frontend has been upgraded, including:

    • Improved dark mode support
    • Real-time updates on background processes
    • Improved usability on app search and agency switcher
    • Enhanced user preferences

    Created 5 months ago

  • Improved Agency Auto Setup

    production

    We've improved the Agency Auto Setup. When setting up a new agency, this tools automatically configures the following agency configuration:

    • Set general settings, including languages and business hours
    • Creates one location
    • Imports sample Flows and Auto Messages
    • Creates messaging Reports
    • Creates event, payment, and client statuses
    • Activates Agency Phone by area code
    • Activates Agency Email address
    • Activates a Web Portal

    Example Auto Setup Agency

     

    Created 5 months ago

  • New Language Supported Hakha Chin

    production

    eCourtDate now supports Hakha Chin for outbound and inbound messaging.

    There are over 170,000 speakers of this language.

    Hakha Chin is the lingua franca in Thantlang and Hakha townships of Chin State.

    Created 6 months ago

  • Subscribe to Event through the Portal

    production

    Event views on the portal now allow clients to subscribe additional participants. The event must still be in the future for this option to appear.

    Example Subscribe form on the Event portal

    Created 6 months ago

  • Bulk Update or Archive Events

    production

    On the Events page, a user can select multiple events and choose to bulk update or archive any of the selected results.

    Example showing bulk update of selected events

    Created 6 months ago

  • Upload Template New Time Options

    production

    Upload Templates allow a "events.am_pm" field. This can be used to parse event times. We've also added "gi" as an additional time format option. When used with AM PM, times such as 900 am or 245 pm can be used.

    Upload Templates Event Time AM PM setting

    Created 7 months ago

  • Upload Template Simulate

    production

    When simulating an upload template, any generated dates and times use the template's date and time formats. This helps ensure that synthetic data matches the source data for testing.

    Created 7 months ago

  • New Webhook Changes: Custom Headers, Shared Secret, and updated Payload Format

    production
    1. Updated the documentation guide to include sample payloads and implementation code samples
    2. Added a new "Webhook Header Secret" option that users can use to validate the webhooks for data integrity and security (optional).
    3. When editing a Webhook in the Console, added the ability to generate a sample payload using the Test Request button. 
    4. Users can view the IP addresses for the webhook servers to whitelist the IPs without submitting a support ticket.
    5. Users can create custom webhook Headers and receive them on the app server (optional).
    6. Increased the "timeout" to up to 10 seconds from 3 seconds.
    7. Separated client data into a nested "client_data" object.

     

    Console Webhooks Support Custom Headers and Format

    Created 7 months ago

  • Streamlined Manual Event Entry

    production

    When creating or editing an event:

    • All fields use the custom field labels configured in General Settings
    • Location, Flow, and Portal auto choose the default option
    • If a Location has Rooms, then a Location Room dropdown shows
    • Event field preferences apply to both add and create forms

    Created 7 months ago

  • Portal Documents Page

    production

    Allow clients to upload documents directly on a standalone Documents page.

    Public facing portal documents page

    Created 7 months ago

  • Judge Level Merge Tags

    production

    The following Judge level merge tags are available:

    • JudgeReference
    • JudgeType
    • JudgeLink
    • JudgeRoom
    • JudgePhone
    • JudgeEmail
    • JudgeWebsite
    • JudgeVirtualLink
    • JudgeVirtualCode
    • JudgeDescription

    Created 7 months ago

  • User Title Setting

    production

    User profiles support a free entry Title field. This can be used by large agencies or IDP users to include the title for more efficient user management.

    User Title Field

    Created 7 months ago

  • Customize Event Calendar Title and Description

    production

    In Admin > Settings, use the Calendar Title and Calendar Description options to customize the information used in calendar templates.

     

    Calendar General Settings - Customize Title and Description

    Created 7 months ago

  • [EventNotes] Merge Tag

    production

    [EventNotes] can be used as a merge tag for agencies that want to share notes with their clients.

    Created 7 months ago

  • Customize Application Labels Setting

    production

    In General Settings: use the Customize Labels setting to define your own labels for primary data models:

    • Clients
    • Events
    • Payments
    • Cases
    • Warrants
    • Contacts
    • Payments

     

    Example customized app labels for Juror use case

    Created 8 months ago

  • Upload Templates Auto Map Settings

    production

    When editing an Upload Template, upload a sample file to use the Auto Map button. This will automatically guess the field mappings using AI.

    AI-Powered Automap Sample File

    Created 8 months ago

  • Upload Templates File Format Auto Option

    production

    When editing an Upload Template, the File Format setting has an "AUTO" option. This allows users not to need to choose a specific format.

    Created 8 months ago

  • Console Agency View Shows Integration Stats

    production

    When viewing an Agency through the Console, the following integration stats are now available:

    • APIS: the total number of API clients
    • SFTPs: the total number of SFTP clients
    • DOMAINS: the total number of custom domains

     

     

    Created 8 months ago

  • Top Navigation Customization Hidden for Non Super Admin Users

    production

    Users who are not Super Admins will no longer be able to customize their own Top Navigation through their Preferences screen.

    Created 8 months ago

  • New Report Features

    production

    Duplicate Reports

    When editing a Report, click the Tools > Duplicate button to create a new report with the same settings.

    Add Custom Emails

    When editing a Report, use the Add Email field to notify any email address besides registered users.

    Created 9 months ago

  • Custom Fields for Booking Events

    production

    When editing an Availability Template, users can include custom fields that are used in the booking form when clients schedule an event.

    Availability Templates Custom Fields Options

    Created 9 months ago

  • Portal Calendars Support List View

    production

    When viewing a portal calendar, a new "list" view option is available:

     

    List view when viewing calendar

    Created 9 months ago

  • Translate Inbound Messages

    production

    When viewing an inbound message that is not English, a Translate button allows the user to instantly detect and translate the language. 

    Translations use Goolge Translate API and are guaranteed for accuracy.

    Created 9 months ago

  • SFTP Last Active Notification Triggered Earlier

    production

    The SFTP Last Notification alert will run at 8 am eastern (instead of 2 pm) to notify IT of SFTP failures earlier.

    For users that expect a nightly upload, we recommend configuring the Failure Grace Period setting to 12.

     

    Created 9 months ago

  • Custom Domain Share DNS Records

    production

    When managing a Custom Domain in the Console, if you are not responsible for your agency's network infrastructure, click the Notify button. 

    You will receive an email with the necessary DNS instructions that can be forwarded directly to the appropriate IT users.

    The IT users will not need to login to complete their required step.

    Created 10 months ago

  • Download Log Backups

    production

    Download previous month audit logs through the Console > Logs > Backups page. Any previously backed up months will be available to download as a CSV file.

    Created 10 months ago

  • Changes to Streamline Initial Agency Setup

    production

    STATUSES

    Use the Import Sample to quickly import sample statuses for clients, events, cases, and payments.

    REPORTS

    Use the Import Sample to quickly import a sample report. The report will auto-export to your email address after creating.

    LOCATIONS

    Alert to indicate if there is no default location configured.

    When updating a location, the ability to use the address picker in case the map needs to be updated.

    PORTALS

    Subdomain generates after a Portal Name is chosen; allowing the user to choose a different subdomain.

    If the subdomain isn't available, an inline alert is shown.

    If a default portal isn't chosen, then the new portal is the default.

    Default settings configured for portals:

    • One-time-password enabled
    • Weather disabled
    • Show Contact Info enabled
    • Welcome message configured

     

     

     

    Created 10 months ago

  • Custom Fields Work In-app for Events and Cases

    production

    Users can customize any Event and Case level field labels to use their naming convention. 

    For example: instead of "Event Reference" use "Hearing ID".

    Created 10 months ago

  • Super Admin Users Notified When a New User is Created

    production

    Up to 10 of the most recent Super Admin users in an agency will be notified via email when a first-time user is created.

    This email can be ignored if the new user is expected/authorized.

    Super Admins may need to update the new users' roles in case the agency uses a custom IDP with a limited default role.

    Created 10 months ago

  • Email When a New Status is Created by an Upload

    production

    The user who created the upload and any emails in the Upload Template > Notify Emails setting will receive an email with a list of any new statuses.

    This notification can be forwarded to agency-level users to advise them to review any new statuses that may need additional configuration.

    Created 10 months ago

  • See created Flow Messages when editing a Flow

    production

    When a user is editing a Flow message under Admin > Messages > Flows, any triggered messages that are scheduled or sent will be displayed. Click the total messages to see a full list.

    Preview of Messages created by a Flow Trigger

    Created 11 months ago

  • Import Sample User Roles

    production

    Use the Import Sample form to quickly create new user roles with recommended permissions. The form is available under Admin > Users > Roles:

    Screenshot of the Import Sample User Roles form

    Created 11 months ago

  • Search Clients by Assigned Organization

    production

    On the Clients page > Search Clients form, use the Organization field to search clients by assigned organization. 

    Note: this field will only show if you have at least one organization in Admin > Settings > Organizations.

    Created 11 months ago

  • Admin Application Keyboard Shortcuts

    production

    We're introducing our first keyboard shortcuts to navigate in the admin application.

    Switch Agencies: CTRL  K

    Search Data: CTRL /

    Enter New Line: SHIFT ENTER

    New Message: CTRL N

    Created 11 months ago

  • View Case Details When Editing an Event

    production

    When editing an event with an assigned case, any case-level fields will be visible including:

    • Case Description
    • Case Status
    • Case Type
    • Offense Description
    • Offender Name
    • Attorney Name and Bar Number
    • Arresting Agency Name
    • Arrest Tracking Number

     

    Created 11 months ago

  • Default Message Subject Setting

    production

    Under Admin / Settings, use the "Default Subject" setting to auto-populate a subject if one is not provided in any outbound message. Merge tags are supported.

    Created 11 months ago

  • Customizable Client Tabs

    production

    Use the General Settings > Client Tabs setting to create and manage the tabs that show when editing a client.

    Both internal in-app links and external links can be used.

    Click Set Default to configure in-app tabs or reset to use our default.

    Customize Client Tabs General Setting

    Created 11 months ago

  • New Upload Template Setting

    production

    Use the Update Existing Payments By setting to override the default way existing payments are updated.

    Created 1 year ago

  • Whitelist Domains in Web Portals

    production

    When editing a Web Portal, use the Whitelist Domains setting to configure additional domains to allow iFrame embeds from.

    Created 1 year ago

  • New Auto Message Triggers: When a Client is Updated and When a Client Status Is

    production

    Users can configure two new Auto Message triggers:

    • When a Client is Updated: trigger this message whenever a client record is updated.
    • When a Client Status Is: trigger this message whenever a client status matches the configured status.

    Created 1 year ago

  • Send a One off Message to Checkins

    production

    When editing a check-in, users can send a one-off message immediately to the check-in.

    This feature allows users to communicate with check-ins beyond any automated messages. Messages are sent immediately.

    Created 1 year ago

  • New Date Format and Time Format General Settings

    production

    In General Settings, use the Date Format and Time Format settings to configure the format for displaying dates and times.

    When used, the settings are applied to the following merge tags:

    • [EventDate]
    • [EventTime]
    • [EventDateTime]
    • [NextEventDate]
    • [NextEventTime]
    • [NextEventDateTime]
    • [DateToday]
    • [DateTomorrow]
    • [DateYesterday]
    • [Date12Hours]
    • [NextBusinessDay]
    • [PaymentDueDate]
    • [PaymentIssueDate]
    • [WarrantIssueDate]

    Created 1 year ago

  • Create Payments using Bulk Actions

    production

    Use the "Create Payments" Bulk Action Type to create outstanding payments for any filtered clients.

    Created 1 year ago

  • Register with Carriers In-App

    production

    Use the Setup > Carriers page to view your current campaign carrier registration. If your agency does not have a registration, you can start the process directly from the same screen.

    Created 1 year ago

  • Create Recurring Bulk Actions

    production

    Use the Recurring Actions tab to schedule any Bulk Action to run on a given frequency.

    Created 1 year ago

  • IDPs "Alert Contacts" Setting

    production

    A new Alert Contacts setting is available on the IDP level for agencies that use a custom IDP to authenticate their users. 

    This will be used to notify any contacts about IDP-related alerts, such as when a client is expired or misconfigured.

    Created 1 year ago

  • Upload Warrants and Send Warrant Created Auto Messages

    production

    Upload Templates support the following Warrant fields:

    • Warrant Number/Reference
    • Warrant Status
    • Warrant Type
    • Warrant Judge
    • Warrant External URL
    • Warrant Case Number
    • Warrant Bond Number

    The following Merge Tags are supported:

    • [WarrantNumber]
    • [WarrantStatus]
    • [WarrantType]
    • [WarrantJudge]
    • [WarrantURL]
    • [WarrantCaseNumber]
    • [WarrantBondNumber]

    Use the Auto Message Warrant Created trigger to send a message when a warrant is manually created, uploaded, or sent via the API.

     

    Created 1 year ago

  • Reports "Date Field Filter"

    production

    Use the Date Field Filter when editing a report to set which field is used for the Date Range (From - To Date).

    Previously, reports were based on when the message is scheduled (or received if inbound). This change allows user to choose from any data model date field available in Reports, including:

    Events: date, created_at, updated_at, archived_at, deleted_at

    Clients: dob, created_at, updated_at, archived_at, deleted_at

    Messages: scheduled_at, created_at, updated_at

    Created 1 year ago

  • New Features for Checkins

    production

    The following new features are available for portal-based check-ins:

    • The following fields can be added to a check-in form: Case Number, Judge, and Officer.
    • If the Checkin Maximum Distance setting is used for a Virtual Location, then geolocation will be required to check-in. The distance is based on the device location to the General Settings Agency Address.
    • The ability for portal users to checkout with their notes and checkout time. If geolocation is required, users cannot checkout without their geolocation enabled and within the Maximum Distance range.
    • Updated Sample Auto Message Templates "Check In Created" and "Check In Updated".
    • [CheckinLocation] merge tag uses the Location Name.
    • Ability to link a scheduled event with a check-in.
    • If a Judge profile is linked to a portal with check-ins enabled, the Judge profile shows a "Check In" button.
    • "Completed" field tracks when the portal user checked out.

     

     

    Created 1 year ago

  • Bulk Assign Client Organization in Bulk Actions

    production

    When running an Update Client Bulk Action, use the Update Organization setting to bulk assign an organization to the retrieved clients.

    Created 1 year ago

  • New Portals Features: Case Search and Profile Page

    production

    In Admin > Portals, users can enable the following new features:

     

    Case Search

    Allow portal users to look up case details and associated events.

    Restrict case search access to authenticated clients or allow public lookups.

    Set predefined filters to limit to specific case types and statuses.

     

    Profile Self Update

    Allow authenticated portal clients to self-manage their profile or restrict to read-only access.

    Allow clients to separately manage or view only their contacts, addresses, and ID documents.

     

     

     

    Created 1 year ago

  • New Schedules Features

    production

    The following changes have been made to streamline managing Schedules:

    • Random Schedules: notification complete template includes configured options.
    • Random Schedules End Date fixed to end on the day of (not the end of the given month).
    • UX for managing schedules and viewing current schedule on portal improved.
    • Ability to export schedules to CSV/PDF.
    • Ability to create Group-level Schedules.

    Created 1 year ago

  • Upload Logo and Icon in General Settings

    production

    In Admin > Settings, directly upload your agency's logo and icon. Once uploaded, any custom images are used as the default branding for:

    • In-app admin application
    • Any web portals (unless customized in Portal)
    • Any data dashboards (unless customized in Dashboard)
    • Any outbound email template (unless customized in Agency Email)

     

    Created 1 year ago

  • Improved UX and New Options for Forms and Submissions

    production

    The following updates were made to streamline managing Forms and Submissions in Admin > Portals:

    • Improved Forms table with inline Open Portal button 
    • New search options for Forms and Submissions
    • Form expiration option with countdown if less than 3 days remaining
    • Use an external form with the External Redirect option
    • Assign a Flow to a Form 
    • Form submission auto-assigned to a client (if signed into the portal)
    • Form submission names are auto-generated based on the submission #
    • Sample Client Survey form in the Learn More section
    • Track when a form is opened
    • Submissions grid layout with an inline PDF button

    Created 1 year ago

  • Ability to Reset Forms, Submissions, and Calendars through the Console Reset Tools

    production

    Authorized users can reset forms, submissions, and calenders directly through the Console Reset Tools.

    Created 1 year ago

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