Created 3 days ago
Created 1 week ago
Created 1 week ago
Created 3 weeks ago
Created 3 weeks ago
Created 3 weeks ago
Created 3 weeks ago
Created 4 weeks ago
Created 1 month ago
Created 1 month ago
Created 1 month ago
Created 1 month ago
Created 1 month ago
Created 1 month ago
Created 1 month ago
Created 1 month ago
Created 1 month ago
Created 1 month ago
Created 1 month ago
Created 1 month ago
Created 1 month ago
Created 1 month ago
Created 1 month ago
Created 1 month ago
Created 1 month ago
Created 1 month ago
Created 1 month ago
Created 2 months ago
Created 2 months ago
Created 2 months ago
Created 2 months ago
Created 2 months ago
Created 2 months ago
Created 2 months ago
Created 2 months ago
Created 2 months ago
Created 2 months ago
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.
Created 3 months ago
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
Edit existing inbound IPs
Created 3 months ago
To ensure geolocation is only turned on by users if desired:
Created 4 months ago
The frontend has been upgraded, including:
Created 4 months ago
We've improved the Agency Auto Setup. When setting up a new agency, this tools automatically configures the following agency configuration:
Created 4 months ago
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 4 months ago
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.
Created 5 months ago
On the Events page, a user can select multiple events and choose to bulk update or archive any of the selected results.
Created 5 months ago
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.
Created 5 months ago
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 5 months ago
Created 5 months ago
When creating or editing an event:
Created 5 months ago
Allow clients to upload documents directly on a standalone Documents page.
Created 5 months ago
The following Judge level merge tags are available:
Created 6 months ago
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.
Created 6 months ago
In Admin > Settings, use the Calendar Title and Calendar Description options to customize the information used in calendar templates.
Created 6 months ago
[EventNotes] can be used as a merge tag for agencies that want to share notes with their clients.
Created 6 months ago
In General Settings: use the Customize Labels setting to define your own labels for primary data models:
Created 6 months ago
When editing an Upload Template, upload a sample file to use the Auto Map button. This will automatically guess the field mappings using AI.
Created 7 months ago
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 7 months ago
When viewing an Agency through the Console, the following integration stats are now available:
Created 7 months ago
Users who are not Super Admins will no longer be able to customize their own Top Navigation through their Preferences screen.
Created 7 months ago
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 7 months ago
When editing an Availability Template, users can include custom fields that are used in the booking form when clients schedule an event.
Created 8 months ago
When viewing a portal calendar, a new "list" view option is available:
Created 8 months ago
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 8 months ago
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 8 months ago
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 8 months ago
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 8 months ago
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:
Created 9 months ago
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 9 months ago
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 9 months ago
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 9 months ago
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.
Created 9 months ago
Use the Import Sample form to quickly create new user roles with recommended permissions. The form is available under Admin > Users > Roles:
Created 9 months ago
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 9 months ago
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 9 months ago
When editing an event with an assigned case, any case-level fields will be visible including:
Created 9 months ago
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 10 months ago
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.
Created 10 months ago
Use the Update Existing Payments By setting to override the default way existing payments are updated.
Created 11 months ago
When editing a Web Portal, use the Whitelist Domains setting to configure additional domains to allow iFrame embeds from.
Created 11 months ago
Users can configure two new Auto Message triggers:
Created 11 months ago
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 11 months ago
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:
Created 11 months ago
Use the "Create Payments" Bulk Action Type to create outstanding payments for any filtered clients.
Created 11 months ago
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 11 months ago
Use the Recurring Actions tab to schedule any Bulk Action to run on a given frequency.
Created 11 months ago
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 11 months ago
Upload Templates support the following Warrant fields:
The following Merge Tags are supported:
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
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
The following new features are available for portal-based check-ins:
Created 1 year ago
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
In Admin > Portals, users can enable the following new features:
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.
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
The following changes have been made to streamline managing Schedules:
Created 1 year ago
In Admin > Settings, directly upload your agency's logo and icon. Once uploaded, any custom images are used as the default branding for:
Created 1 year ago
The following updates were made to streamline managing Forms and Submissions in Admin > Portals:
Created 1 year ago
Authorized users can reset forms, submissions, and calenders directly through the Console Reset Tools.
Created 1 year ago
Use the Assign Cases feature to auto-assign Location, Judge, and Attorney to cases.
Choose Random for each option to assign with a Max Per option to assign randomly.
Once submitted, the process may take 10 - 15 minutes to complete. You'll receive a Case Assignment Complete email with a list of updated cases.
Created 1 year ago
When editing a client, manage the client's assigned organizations directly from the same view.
Once at least one organization is assigned, bulk actions can be run based on the organization.
Created 1 year ago
With General Settings > Auto Replace Links enabled, any external links are automatically replaced with a redirect link.
The following fixes have been applied:
Created 1 year ago
In Portals > Redirects, any given redirect will show the associated message in the same view.
Created 1 year ago
Use the Type field in the Dashboard Search Messages form to filter messages by type.
Created 1 year ago
Get Help from the eCourtDate Team
See Help Options