Product Changes | eCourtDate Help Center

Customizable Client Tabs

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 1 week ago

New Upload Template Setting

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

Created 1 month ago

Whitelist Domains in Web Portals

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

Created 1 month ago

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

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 month ago

Send a One off Message to Checkins

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 month ago

New Date Format and Time Format General Settings

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 month ago

Create Payments using Bulk Actions

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

Created 1 month ago

Register with Carriers In-App

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 month ago

Create Recurring Bulk Actions

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

Created 1 month ago

IDPs "Alert Contacts" Setting

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 month ago

Upload Warrants and Send Warrant Created Auto Messages

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 2 months ago

Reports "Date Field Filter"

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 2 months ago

New Features for Checkins

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 2 months ago

Bulk Assign Client Organization in Bulk Actions

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

Created 2 months ago

New Portals Features: Case Search and Profile Page

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 2 months ago

New Schedules Features

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 2 months ago

Upload Logo and Icon in General Settings

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 2 months ago

Improved UX and New Options for Forms and Submissions

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 2 months ago

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

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

Created 2 months ago

Auto Assign Cases

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 2 months ago

Manually Assign Organizations to Clients

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 3 months ago

Auto Replace Links Fixes

With General Settings > Auto Replace Links enabled, any external links are automatically replaced with a redirect link.

The following fixes have been applied:

• The General Settings > Agency Website (if configured) will not be treated as an external link.
• Any periods after the link will automatically be ignored in an external link.

Created 3 months ago

Associated Message is Viewable When Editing a Redirect

In Portals > Redirects, any given redirect will show the associated message in the same view.

Created 3 months ago

Message "Type" field dropdown added to the Dashboard

Use the Type field in the Dashboard Search Messages form to filter messages by type.

Created 3 months ago

Accept Private and Anonymous Feedback on Public Posts

Allow the public to share private feedback on any public informational posts. Feedback is always provided privately and can support anonymity options for privacy.

Notify users when new feedback is provided. 

Created 3 months ago

Improved Search Options for Locations and Portals

Both in-app Locations and Portals pages include new search options. 

Created 3 months ago

Save QR Codes

Any QR codes that are generated will be automatically saved for easier access.

Created 3 months ago

Save Client Address on Portal Self-Enroll

Use the "Full Address" field to provide clients with an auto-complete address picker integrated with Google Maps.

Alternatively, use the following fields to allow clients to enter addresses manually:

• Address 1
• Address 2
• Address City
• Address State
• Address Zip

If the General Settings > Geocode Addresses setting is enabled, all addresses (regardless of data source) are validated with USPS for deliverability.

Created 3 months ago

Bulk Upload Virtual Locations

On the Admin > Locations page, use the Upload Locations form to bulk upload virtual locations. Previously, an Address column was required. If an Address column is not included, then the location will be virtual.

Use the Sample File button to download a template for bulk uploading locations.

Created 3 months ago

New Language Support

The following languages are now supported:

• Amharic: an Ethiopian Semitic language.
• Kannada: an Indian Dravidian language.
• Malagasay: an Austronesian language.

Created 3 months ago

Upload Events without Requiring a Client

To allow usage by uploads with partial data or use cases that don't require clients, uploads support creating events without an assigned client.

Previously, to upload events, a client profile was required.

Users can manually assign clients to events once uploaded.

Created 3 months ago

Real-time Check ins

When clients check in via the portal, any status updates are sent in real-time. 

Created 3 months ago

Assign a Flow to Files to Schedule a Series of Messages

Schedule a series of messages based on an assigned file. Trigger messages based on the file due date, when the file is created, and whenever the file is updated.

Includes support for [FileDueDate] merge tag.

Created 3 months ago

eSignature PDFs Support Multi Media

When a non PDF file is signed, meta deta related to the file is shown in the PDF report.

Created 3 months ago

Data Dashboards Support iFrame Embeds

Embed a Data Dashboard directly into a website, kiosk, or external application. When embedded, only the current view is visible to allow for standalone usage.

Created 3 months ago

Redirects Support Open Tracking

Auto redirect links now support real-time open tracking. 

Created 3 months ago

Production API Client "Last Active" Monitoring

Receive an automated notification when your Console API client has not been active for more than 24 hours.

Add comma-separated phone numbers and email addresses to receive an alert in the Console > APIs > Alert Contacts setting.

Created 3 months ago

Improved In-App File Rendering

• File Type and File Size should show regardless of whether manual or API uploaded.
• TXT and Excel files (with multi-sheet support) render in-app previews
• Audio files render in-app previews

Created 3 months ago

Dashboard > Send a Message UX Updates

The following updates have been made on the Dashboard > Send a Message form:

• Files list is searchable
• Auto Messages list is searchable
• When clicking a Merge Tag, spaces are auto-added before and after the merge tag value
• A bug fix when sending file attachments to a client with multiple contacts
• Show Options button is auto-saved 

Created 3 months ago

Cases Data Dashboard

Track agency cases through the Data Dashboards feature. Cases can be tracked and grouped by status, type, location, and judge. 

In addition, track Case Clearance Rates and Disposition Speeds.

Case dimensions include severity and sentence.

Created 3 months ago

Portal Enroll > Submit Button Title, Confirmation Message, and Redirect Options

When using the Portals Self-Enroll feature, the following settings are now available:

• Submit Button Title: customize the button instead of Sign Up
• Confirmation Message: customize the confirmation message instead of the generic message.
• Redirect After Enroll: auto-redirect the client to an external link (must be a secure URL)

Created 3 months ago

Portals > Enroll > Auto Optin Setting

When using the Self-Enroll Portals feature, use the Auto Optin setting to automatically configure the optin preference when clients enroll.

Created 3 months ago

Billing Carrier Campaign PDF Report

The Billing site's Carrier Campaign PDF now includes the carrier limits so that users don't need to separately login to check allowed limits.

Created 3 months ago

Streamlined Upload Templates UI and Sample File Reader

The Upload Templates pages user experience has been streamlined.

• Improved organization of settings
• Improved handling of errors or mismapped fields
• The ability to search fields while mapping

Uploading a Sample File now supports Excel formats. In addition, any sample fields can be mapped directly when editing an upload template.

Created 3 months ago

Console Tools Button UI Improvements

When on the Console Agencies page, click the Tools button to quickly pre-select the agency with any Console Tool.

The Console Tools page includes a few tweaks to streamline creating an agency, resetting data, and resetting settings.

The Console Agency page includes an updated Toolbar with links to the Tools page and Billing portal.

The Console Agencies page shows an alert if there is no billing/customer profile assigned to the agency.

Created 3 months ago

Redesigned Messages Dashboard

The Messages Dashboard page has been consolidated to allow for switching between a Feed and Table layout in the same view. 

Created 4 months ago

Randomly Select Clients When Running a Bulk Action

Use the Random Limit setting to randomly select the given number of clients to apply the bulk action. 

Any Bulk Action Type can be used with the Random Limit setting, including Send a Message and Create Events.

Created 4 months ago

Calendar to Calendar Sync Options

Sync eCourtDate and any third-party calendar automatically with two-way subscription options.

• Subscribe URL: use this URL to add an eCourtDate calendar in a third-party calendar
• Import URL: use this setting to add a third-party calendar's URL to import events into eCourtDate

Created 4 months ago

Simplified Footer Bar

The footer bar has been simplified with the following changes:

• Report Issue button is sticky (always viewable regardless of scroll position) in the bottom right
• Agency Setup link is the first link in the footer
• Billing and Console links will only show for Super Admin users
• Agency Name is shown in a larger font size

Created 4 months ago

Interactive Data Sources Page

Use the interactive Data Sources page to receive suggested next steps based on the given data source:

Created 4 months ago

Report Issue Includes Troubleshooting Steps

A new dedicated Report Issue page includes troubleshooting steps for common scenarios a user may encounter. Click Report Issue at the bottom of any in-app page to view.

Created 4 months ago

Improved Agency Switcher Behavior

The Agency Switcher has been improved to ensure that the current agency is consistently shown based on the user's last agency.

Created 4 months ago

Upgraded Infrastructure for us-east API

The API for us-east region has been upgraded and should improve baseline response time by 2X (to match us-west region).

Created 4 months ago

Privacy Mode Hover Reveal

While in Privacy Mode, hover over any hidden fields to show the contents.

Privacy mode has also been added to the Agency Switcher:

Created 4 months ago

Select Multiple Clients to Archive, Trash, or Restore

On the main Clients page, users can select multiple clients to run one of the following actions:

• ARCHIVE
• TRASH
• RESTORE (if currently viewing archived or trashed clients)

Note: The action occurs immediately. Users should keep the page open until the action is complete. If you are running an action on 100+ clients, we recommend running a Bulk Action as users do not need to keep the page open.

Created 4 months ago

Calendars Passcode Option

Restrict access to a Calendar using a custom or randomly generated passcode.

Created 4 months ago

Search General Settings

A Search field has been added on Admin > Settings to make it easier to search available settings.

Created 4 months ago

Checkin Merge Tags

The following merge tags are available for check in use cases:

• Checkin Name [CheckinName]
• Checkin Service [CheckinService]
• Checkin Department [CheckinDepartment]
• Checkin Notes [CheckinNotes]
• Checkin Phone [CheckinPhone]
• Checkin Email [CheckinEmail]
• Checkin Link [CheckinLink]
• Checkin Location [CheckinLocation]
• Checkin Virtual [CheckinVirtual]

Created 4 months ago

New Portal Checkin Features

The following new features are available with virtual and in-person checkins:

• Customize the Checkin Title (Multilingual)
• Customize the Checkin Description (Multilingual)
• Choose a defeault Checkin Location.
• Configure emails and phones to notify on a checkin.
• Configure the Maximum Distance allowed for clients to check in from the location (in # of miles). Requires Geolocation to be enabled for the given portal.
• Choose your own custom Checkin Fields.

Created 4 months ago

Auto Messages > Max Setting Field Description

A help description has been added to clarify the expected behavior of the Auto Messages > Maximum Messages Setting.

Created 4 months ago

Custom Domains Support Additional Verification Methods

Custom Domains now support the following verification methods:

TXT (DEFAULT): verify your custom domain by adding TXT records.

HTTP: verify your custom domain by adding a CNAME records.

EMAIL: verify your domain by clicking an email sent to the WHOIS contacts.

In addition, all new custom domains will use TLS 1.3 for the SSL certificate as the default version. 

Created 4 months ago

Choose Another User to Notify When Reporting an Issue

In the in-app Report Issue form - search for other users to include in any ticket emails with the Notify Users field. 

This allows users to search for other users by name/email. If no user is found or a different email needs to be added, simply fill in the field as needed.

The user who creates the ticket will be auto-notified and does not need to fill in the field.

Created 4 months ago

Default Portal Privacy Policy

To help ensure client privacy is protected, we've added a default privacy policy for Portals:

Created 4 months ago

"Credits Used" Messages Dashboard

On the Messages Data Dashboard, a Credits Used dashboard is now available. This tracks message credits usage with recommendations based on the agency's average credits per message rate.

Created 4 months ago

Upload Templates > Default Flow Supports Random Assignment

To increase support for analyzing the most performant Flow, we've added a "random" option for the Upload Templates > Default Flow field. 

To specifically choose which records use random flow assignment, make sure a "FLOW" field is mapped for your upload template and then provide "RANDOM" as the value (case insensitive). 

Created 4 months ago

Improved UX on Auto Messages Page

In Admin > Messages > Auto Messages:

1. Ability to partial search message templates using the Search field.
2. Ability to partial search the auto message "Name" using the Name field (previously, the field required an exact match).
3. Inline merge tag validation of message templates.
4. Calculation of message delay (using the auto message "Delay" or the general settings "Message Delay").
5. Simulate Mode alert if enabled.
6. Link to file if attached.

Created 4 months ago

"No Permissions" Alert

If a new user logs in without any assigned permissions (either because they are not a Super Admin or because they don't have at least one Role with a permission); will see the following error to contact an administrator in their team:

Created 4 months ago

Portal Terms and Conditions Page

Portals now support an automated terms and conditions page for clients.

This helps customers ensure a carrier compliant terms and conditions policy for message recipients.

Created 4 months ago

Spam Rates Chart on Messages Dashboard

Messages Dashboards automatically show a Spam Rates chart that tracks messages filtered as spam.

Any recommendations are based on the message policies of the agency.

Created 5 months ago

New Sample QR Codes Generator

The Admin > Portals > QR Codes page allows users to quickly generate the following QR Codes actions:

• Portal Link
• Portal Check-in
• Portal Enroll
• Download File
• Sign File
• Make a Payment
• Make a Phone Call
• Connect to WiFi
• Save Contact (vCard)

Created 5 months ago

Upload Templates -> Auto Create Statuses Supports Client Statuses

If an Upload Template has Auto Create Statuses enabled, CLIENT type statuses will be auto-created if they don't already exist.

Created 5 months ago

Calendars Support Custom Event Titles

When editing a Calendar, use the Enabled / Available Fields to customize what's displayed per event in the calendar.

Drag and drog each field to change the position in the title.

Created 5 months ago

Events Page Updates

On the Events page, users are able to:

• Edit field labels by clicking on the label directly.
• Enabled fields can be drag and dropped in the Add Event form.
• A calendar layout option is available.
• In the table layout, clicking on text fields allows updates to the event.

Created 5 months ago

USPS Address Verification

Automatically verify mailing addresses with the USPS.

Ensure address deliverability.

Get address coordinates and FIPS code.

Created 5 months ago

Privacy Mode Feature

Click your user profile > Preferences > Privacy Mode to hide any PII (personally identifiable) fields from being visible.

Created 5 months ago

Kinyarwanda Language Support

Kinyarwanda is a Bantu language spoken by 99% of the people in Rwanda and is one of the official languages. There are also native Kinyarwanda speakers in the Democratic Republic of the Congo, Tanzania, and Uganda. Globally, over 20 million people speak Kinyarwanda.

Most Rwandan and Congolese refugees settling in the United States speak Kinyarwanda. There are Kinyarwanda-speaking communities in Arkansas, Indiana, Massachusetts, Michigan, Nebraska, New York, Texas, and Wisconsin.

Created 6 months ago

Reset Datas Tool Notification

When a user runs the Console > Tools > Reset Datas tool, a notification to confirm completion is sent to the user:

Created 6 months ago

Create Bulk Actions Directly from Uploads

After an upload is complete, click the Create Bulk Action button to create a bulk action based on the clients from the upload.

Created 6 months ago

Real-Time Outbound Message Dispatching

Any outbound messages - regardless of trigger - will be dispatched in real-time if the scheduled date and time is now (ex: a one-off message with a zero delay) or scheduled up to 4 hours in the past (ex: flow messages that are still valid).

This ensures that time sensitive messages are sent without any delay from the eCourtDate platform.

Created 6 months ago

Quickly Send One-off Messages to Users

On the Users page, send a one-off message to any users returned in the search results. 

Users can be filtered by partial name, email, phone, role assignment, and super admin permissions.

Use the Announce Go Live button to quickly notify users about going live with eCourtDate.

Created 6 months ago

New Bulk Action Type: "Create Events"

Use the "Create Events" bulk action type to create an event for any number of clients in a bulk action.

You can choose the following attributes for each event that is created:

• Start Date
• Start Time
• End Date
• End Time
• Flow
• Location
• Location Notes
• Description
• Type
• Status

Choose to schedule Event date and times randomly as well as randomly assign Flows, Locations, and Judges:

Created 6 months ago

New Bulk Action Type: "Update Clients"

Use the "Update Clients" bulk action type to bulk update any number of clients.

The following attributes can be updated:

• Group
• Type
• Status
• Language

Created 6 months ago

Real-Time Call Disposition Tracking

Outbound and inbound calls will now track the final disposition status in real-time.

Inbound calls include error code tracking in case a call failed.

An MP3 file is attached to calls with the recording of the generated audio.

A text version of the generated audio is included in the message.

The call duration - in seconds - is show on the message details page.

New call disposition statuses:

• Hangup: call completed successfully and the caller disconnected.
• Busy: the callee was busy.
• Cancel: the caller canceled the call.

Created 6 months ago

Default Opt Out Button and Form

By default, portals will show an Opt Out button and link to the Opt Out Survey.

Created 6 months ago

Create and Share Unlimited Private and Public Calendars

Create calendars and share privately and publicly through a portal. Allow clients and users to easily see a calendar's availability based on dynamic filtering rules. 

Use multilingual content fields for any supported languages.

Created 6 months ago

Improved Navajo In-App Portal Translations

We've added improved translations within the portal for Navajo labels.

Created 6 months ago

Portals "One-Time-Password" Login

Use the Portals > Client Verification > One-TIme-Password setting to allow clients to sign into a personalized portal.

Created 6 months ago

Console Customers Switcher

Use the new Console Customers Switcher to easily group console agencies by their assigned billing customer.

Created 6 months ago

Simulate Self-Enroll Clients

Use the Simulate Enroll button when editing an informational portal. This will simulate a client signing up to allow users to quickly test self-enroll workflows.

To manage your Portals: click on Admin > Portals. Click any existing informational portal. In the Self-Enroll section, you will then see the new Simulate Enroll button.

Created 6 months ago

AI Content Generator

Use a multilingual and multimodal AI agent to help generate content templates such as for Flow and Auto Templates.

Created 7 months ago

Improved Validation of Invalid Custom Domains

When creating a custom domain through the Console, any validation errors will prevent the domain from being incorrectly created. 

Created 7 months ago

Multi Data Source Dashboards

Users are able to create dashboards with each component having it's own distinct data source.

This allows users to create a single data dashboard to track all desired metrics such as messages, events, cases, and payments.

Created 7 months ago

Portal Embed and Sharing Options

An Embed and Share section when editing portals is now available. Users can configure social media integrations and generate iFrame codes to embed the portal directly into their website.

Created 7 months ago

New Gift Cards

The following gift cards are available to purchase:

• Walmart: anywhere from $5 to $500 per card
• Best Buy: anywhere from $5 to $500 per card

Created 7 months ago

Auto Forward Inbound Texts to Clients By Group

In Agency Phones, use the Auto-Forward Inbound Texts to Clients by Group to automatically forward messages to any number of client groups:

Only messages from registered users (based on their phone number) are auto-forwarded.

A bulk action is created for each distinct group.

Created 7 months ago

New Military and U.S. Territory Options

The following options have been added to all U.S. State option fields:

• Armed Forces Europe (AE)
• Armed Forces Pacific (AP)
• Armed Forces Americas (AA)
• American Samoa (AS)
• Guam (GU)
• Northern Mariana Islands (MP)
• Puerto Rico (PR)
• U.S. Virgin Islands (VI)
• U.S. Minor Outlying Islands (UM)

Created 7 months ago

11 New Language Options

The following languages have been added and are available for any message template:

• Filipino (Pilipino)
• ไทย (thai)
• বাংলা (bengali)
• اردو (urdu)
• Українська (ukrainian)
• မြန်မာ (burmese)
• ພາສາລາວ (lao)
• සිංහල (sinhala)
• isiZulu (zulu)
• தமிழ் (tamil)
• తెలుగు (telugu)

Created 7 months ago

Tracking of Dashboard Dataset Downloads

Users can track every dataset download - and its status - by editing a Dashboard through the admin.

Failed dataset downloads will now trigger a notification to the recipient.

Dataset download notifications will come from help@ecourtdate.com.

Created 7 months ago

Ability to Save Non "Send a Message" Bulk Actions as a Template

Users are now able to save a Bulk Actions based on any type instead of just "Send a Message". This allows agencies with common bulk actions - such as reassigning clients when a user is no longer active - to streamline steps based on saved templates.

Created 7 months ago

Improved UI on Schedules Page

We've added real-time updates to when new schedules are created (such as by the random generator), so that users don't need to refresh to see new schedules get created.

We've improved validation so that manually created schedules are misconfigured (such as by using a Start Date after an End Date).

Created 7 months ago

Create Redirect Links and Automatically Replace External Links

Use the Portals > Redirects feature to create redirect URLs to any external link using a portal.

Combine with the Automatically Replace Links General Setting to allow users to share external links without affecting spam or credibility.

Read here about how to create redirect links.

Created 7 months ago

2 - 3x Improved API / Application Speed and Response Time

All regions should have a faster load and API response time, up to 3x faster:

https://ecourtstatus.com

Created 7 months ago

Portal Self-Enroll "Hidden" and "Default" Field Options

Portals that use the Self-Enroll feature now support the following options for each enabled field:

Hidden: toggle this option to hide a field from being shown visually in the form.

Default Value: fill in this option to configure the initial value used for the field.

Both options can be used to define a field answer (such as defaulting self-enrollees to a specific group) without making the client see the field.

In addition, URL parameters are now supported on the Self-Enroll form. The following can be used to prefill forms on a per link basis. 

For example: https://demo.ecase.io/enroll?group=A 

Created 7 months ago

Message Templates Page

Flows and Auto Messages are now grouped under a Message Templates page. 

Created 8 months ago

Form Submissions Spreadsheet Viewer

When editing a Form, click the View Submissions button to see all form submissions in a spreadsheet style layout. Each cell is editable inline.

Click the CSV button to export all submissions.

Created 8 months ago

Lookups are Simulated on Staging

To allow testing the Reverse Lookups feature without incurring costs, all lookups on staging return simulated results.

Created 8 months ago

Ability to Change the Language of a Scheduled Message

Users can manually change the language of a scheduled message. This is particularly important for voice messages to ensure the language is properly spoken.

Created 8 months ago

Resend Failed Messages Form

Use the Resend Message form to resend a failed message. Try changing the From or Channel:

Created 8 months ago

Geolocation Tracking "Continuous" Setting and Additional Device Information

Use the Geolocation Tracking Continuous option to receive geolocations in real-time when the portal visitor's location changes:

A new Device Information section for every geolocation record:

Read how to configure geolocation tracking here.

Created 8 months ago

Portals "Welcome" Setting

Use the Portals Welcome setting to create multililingual welcome pages for a portal. 

Previously, if a visitor went to the default portal link, a 404 would've been returned.

With the Welcome setting, visitors can be provided general information about the purpose of the portal. 

Any agency level merge tags can be used such as:

[AgencyName] [AgencyEmail] [AgencyPhone] [AgencyWebsite] [AgencyAddress]

Such as scheduling or date information such as [DateToday].

Created 8 months ago

Send a Gift Card to a Recipient

Use the Payments / Gift Cards page to purchase and send gift cards to any recipients.

Read how to send a gift card here.

Created 8 months ago

Ability to Automatically Run Reverse Lookups

In Admin / Settings, enable the Automatically Run Lookups option to automatically run lookups for newly created contacts.

Read How to Run Reverse Lookups.

Created 8 months ago

Upload Templates "Delay Syncing Messages" Setting

Use the Upload Templates / Delay Syncing Messages setting to skip syncing messages while an upload is processing. Messages will be synced after the upload is complete. This helps avoid additional messages if an upload processes multiple related records (such as a case with related events).

Created 8 months ago

Auto Message Changes

New Auto Message trigger: "When a Contact is Updated" is available. This can be used to confirm any contact level changes such as name or opt in change.

Ability to search Auto Messages by the conditional status.

"When a Client is Created" triggers when additional contacts are added. Previously, the client created triggered only when at least one contact existed. This ensures additional contacts receive the message without sending duplicates.

Created 8 months ago

Validate Events Console Tool

Use the Validate Events tool to test future events in the target agency. Each event will be validated based on the linked message.

The following tests are run:

• The flow message content
• The flow message trigger
• The minimum number of expected messages

You will receive an email once the tool completes with the total number of tested and invalid events. Any invalid events will be linked in the email.

No changes will be made to the events.

Created 8 months ago

Updated Test Cards to Simulate Payment Processing

If the Payment Portal is on Test Mode, the following test cards are displayed within the portal and can be used to complete payments:

Created 9 months ago

"Pay by Phone" Payment Portal Setting

If you have an external pay by phone system, configure the phone number in the "Pay by Phone" Payment Portal settings.

Created 9 months ago

Organization "Virtual Link" Field

Configure a Virtual Link for any Organization. Use the [AssignedOrganizationVirtualLink] merge tag to populate in messages.

Created 9 months ago

Case "Location" Field

Assign a Location directly to a Case. Previously, only Events or Payments could be assigned a Location.

Cases created through Uploads use the existing Location field.

Use the [CaseLocation] merge tag to auto-populate the location name in messages.

Use the [CaseLocationAddress] merge to auto-populate the location address in messages.

Created 9 months ago

Generate QR Codes as PDFs

Generate custom QR codes as PDFs.

If the desired format is a PDF, optional Title and Description fields are also available.

Try QR Code Generator.

Created 9 months ago

Auto Translate Bulk Action Messages

Use the Auto Translate button to translate English messages to the desired language. Only languages that are enabled in Admin / General Settings are available.

Created 9 months ago

Bulk Actions: Send Test Button

Click on the Send Test button to send a copy of the bulk action to yourself and other users. The test message will use the first client from the bulk action results as the test client.

Created 9 months ago

Language Confirmation Auto Reply

If a client's inbound message is detected as non-English and updates their language preference, a confirmation message is sent to inform the client that their language preference has been updated.

Prerequisites:

The General Settings / Detect Languages setting must be enabled.

The preferred language must be included as an Enable Language in General settings.

Created 9 months ago

Portal and Admin Chat

Chat with portal visitors, clients, and other admin users through the built-in chat. 

Created 9 months ago

View Message Meta Data

Click on any sent message to view message carrier meta data, which may include:

• Carrier Name
• Line Type
• Delivery Statuses

Created 9 months ago

Lookup Phone Number Carrier and Caller Details

Verify the validity of a phone number, get carrier registration, line type, and caller name.

Lookups incur an additional message credit. Run Lookups here.

Created 9 months ago

Manage Virtual Locations

Manage Virtual Locations with support for Zoom, WebEx, and Teams.

Created 10 months ago

Top Off Credits Directly from the Billing Dashboard

Top off message credits directly from the Billing Dashboard. Choose the desired amount and an invoice is created. Pay online to instantly activate. 

Created 10 months ago

Error Code Reasons Display Automatically on Dashboard

If a Messages Dashboard uses the Error Code field, the error reasons are automatically shown:

Created 10 months ago

Register Custom Carrier Campaigns

The Billing Campaigns page now allows users to register special carrier campaigns.

Created 10 months ago

Automated Carrier Registration Status

The Billing Campaigns page now provides automated carrier registration status in real-time.

Created 10 months ago

Generate QR Codes with any Text or Link

Use the Admin / Portals / QRs page to generate a printable QR code.

Created 10 months ago

Flows UI Updates

The following changes have been made on the Flows page:

1. Enhanced Search Options: search by Portal, From Phone, From Email, Creator, Default, Virtual, and Archived.
2. Layout Option: view Flows by a Table or Grid view.
3. CSV and PDF buttons: download Flows as a CSV or PDF.

Created 11 months ago

Web Posts Support a Location

Easily link a Location to a Post in order to show a Location section with a map and contact details.

Created 11 months ago

Weather Feed UI Updates

We've added Severe Weather Alerts and upcoming weather forecasts to the Weather Feed on a Web Portal.

Weather will show for in-person events that are the same day or up to 5 days ahead.

Created 11 months ago

Portals UI Updates

Managing Portals is more streamlined and easier to configure:

Portal Settings organized based on the Portal Domain (Web Portal or Payment Portal).

2. Portal Links auto-generated on initial creation. To customize the portal link, simply update to your desired option when editing. 

3. Self-Enroll Set Default button. Easily configure a Self-Enroll form in one-click.

4. Portals use the General Settings / Logo URL if there is no Portal Logo uploaded.

Created 11 months ago

Order and Manage Payment Terminal Card Readers

Order payment card terminals to use for in-person payments at any location. Manage Terminals in Payments / Terminals.

Created 11 months ago

Reset Default General Settings Button

Use the Reset Settings button on the General Settings page to reset to the default Agency General Settings.

Created 11 months ago

Archive Pay Links and Search Archived / Trashed Pay Links

Pay Links can be archived if users no longer want to keep a pay link active.

Archived or Trashed Pay Links can be searched from the Pay Links page.

Created 11 months ago

Console Upgrades and New Feature

The Console UI has been upgraded to the latest version.

The Console Server edit page allows users to browse the directories and files on the server. This should help make it easier to configure each SFTP profile without needing to directly access the server.

Created 11 months ago

Payment Portals Updates

Payment Portals now support the following features:

• Pay Link Min and Max Fields. Use the Minimum Amount and Maximum Amount fields to allow clients to input any amount within the range.
• Payments Case Number and Citation fields. Payments support case number and citation fields through all data sources (manual, API, uploads).
• Client Balance page. Existing clients with a saved contact can see their current balance and previous payment history.
• Informational Box for Postal Mail Payments. Provide instructions for clients to send payments by mail such as certified checks and money orders.

Created 11 months ago

Event FTA Button

The following changes have been made for improved fail-to-appear tracking:

One click button on the Events Edit view to mark an event as an FTA. 

A new "event appeared" trigger for Auto Messages.

Created 11 months ago

Location Page UI Updates

The following changes have been made on the Locations page:

• Locations Upload: a "Update Existing" checkbox is added when uploading locations with a CSV file. If enabled, an existing location can be bulk updated.
• Trash Locations: a button to trash all existing locations in one click. 

Created 11 months ago

Create and Manage Client Identity Documents

Use the Identities page to create and manage identity documents. Upload each document with encrypted storage.

Each ID can be attached or detached to clients.

Created 11 months ago

Message Subject Prepended to SMS Messages

The Subject field is supported in SMS messages by prepending the value to the message body.

Created 11 months ago

Use Checkboxes to Assign API Agencies

The Console API "Enabled Agencies" setting uses a more friendly checkboxes format instead of a traditional multiselect.

Created 1 year ago

Marshallese language support

Marshallese language is available as a configurable language. 

Created 1 year ago

Real-Time Event Flow Syncing

Messages for Event Flows are synced in real-time for all data sources: manual, self-enroll, uploads, inbound messages, and API.

Created 1 year ago

New Merge Tag: [RelatedCaseNumbers]

Use the [RelatedCaseNumbers] merge tag to output up to 3 case numbers scheduled for the same event date. This merge tag will automatically exclude the case number for the primary event.

Created 1 year ago

Bulk Upload Locations

Use the Upload Locations card to bulk upload new locations to an agency.

Created 1 year ago

Real-Time Payment Flow Syncing

Messages for Payment Flows are synced in real-time for all data sources: manual, self-enroll, uploads, inbound messages, and API.

Created 1 year ago

Real-Time Auto Message Processing

Auto Messages are processed and triggered in real-time for all data sources: manual, self-enroll, uploads, inbound messages, and API.

Created 1 year ago

New General Setting "Default Judges"

Use the "Default Judges" General Setting to add Judge Names that should always show in any list of Judges options. 

Created 1 year ago

New General Setting "Default Groups"

Use the "Default Groups" General Settings to add groups that should always show in any list of Groups options. 

Created 1 year ago

Save Bulk Actions as a Template

Save any Bulk Actions to the Bulk Templates page by clicking the Add Template button when editing any bulk action.

Once added, the Bulk Action will appear under Saved Templates in the Bulk Templates tab.

Created 1 year ago

Improved Merge Tag Processing Speed

Messages with Merge Tags will process 2 - 3x faster than previous API versions.

Created 1 year ago

Improved Speed in Inbound Messages

Inbound messages of all channels (emails, texts, calls) will show up in the inbox about ~1s faster. Previously, inbound messages had a slight delay between the carrier and gateway. That delay has been mitigated with improved caching and network performance.

Created 1 year ago

Email Messages Render HTML In-App

HTML email messages will render the HTML formatting instead of showing raw code.

Created 1 year ago

Client Button Added Under Messages

If a message is linked to a client, a new button linking directly to the client is displayed below the message.

Created 1 year ago

Billing Usage Credits Updated in Real-Time

Usage Credits in the Billing Dashboard update in real-time. Credits are updated when a text (SMS) or voice message is sent or received in live mode. Scheduled messages are not tracked in billing until sent.

Created 1 year ago

Auto Messages Process in Real-Time if Manually Created

The following Auto Message triggers will now process in real-time if manually created (not API / Uploads):

• Client Created
• Event Created
• Payment Created

Created 1 year ago

Custom Logo and Icon General Setting

Users can customize the app logo and icon using the Admin / General Settings / Logo and Icon URL:

Created 1 year ago

Real-Time Processing on Bookings, Enrolls, and Geolocations

The following Portal features process in real-time, triggering any auto messages immediately:

• Bookings: when a portal visitor schedules an event
• Enrolls: when a portal visitor registers as a client
• Geolocations: when a portal visitor generates geolocations

Created 1 year ago

New Search Options in Upload Templates

Upload Templates support additional search options:

• Search by Method
• Search by File Format
• Search by Archived

Created 1 year ago

Agency Switcher Moved Below Top Navigation

The Agency Switcher is moved below the top navigation. This should help users be more easily aware of their current agency and simplify switching agencies on mobile devices.

Created 1 year ago

Flow Templates

Use the Flow Templates page to try sample multilingual Flows based on your use case.

Click the Import Flow button to auto-import the Flow Template to your agency.

https://staging.ecourtdate.com/flow_templates

Created 1 year ago

Payment Portals Lookup by Case Number

The default page on any Payment Portal allows clients to look up their outstanding payment by Case Number.

If a payment is found for the client, a notification is sent with a link to the payment.

Try a demo here.

Created 1 year ago

Public Location Posts

Use the Enable on Portals setting for any Location to create a public Location portal page.

Locations can now support the following settings, which are distinct from the Agency's General Settings:

• Default Judge
• Time Zone
• Business Hours
• Business Days
• Instructions (check-in, parking, etc)

Created 1 year ago

Publish Informational Public Posts

Use the Posts feature to publish informational posts based on a chosen Portal.

Posts support:

Multilingual content (Title, Summary, and Description).

Multimodal content (Any Digital Media, Forms, Calendars, Charts, and Maps)

Comments.

QR code and sharing on social media.

Schedulable posts are coming soon.

Created 1 year ago

Improved Uploads Processing Due to Unexpected Characters

Improved processing on a per row process. Upload cells are auto-stripped of unexpected characters and invalid HTML.

Created 1 year ago

Console Agencies Main Page and Details Page

Changes:

UI improvements on the Console Agencies Main/Details Pages.

Improved Search Agencies options, including a Search Type option.

Agency Users card (list of users) in Agency Details Page.

Created 1 year ago

Ability to Manage Hardware Card Readers for In-Person Payments

Used for in-person payment transactions with chip, swipe, and contactless support.

Created 1 year ago

New Features when Editing a Payment: QR Code, Outstanding/Refund/Paid Real-Time Stats

Users can generate a QR code and view the real-time status for any outstanding payment obligation.

Created 1 year ago

Ability to Add Manual Transactions for a Payment

Users can manually add transactions - such as for cash payments - to an outstanding payment obligation.

Created 1 year ago

“Enable Partial Payments” Portal Setting to Allow the Clients to Make Partial Payments

Users can use the Enable Partial Payments setting to allow clients to make partial payments with multiple payment methods.

Created 1 year ago

Ability to Create Pay Plans and for Clients to Activate a Plan for an Outstanding Payment

Create Pay Plans to allow clients to make multiple payments over time for an outstanding obligation.

Created 1 year ago

Ability to Create Recurring Payments and Assign to Clients

Users can create recurring payment obligations and assign them to clients.

Created 1 year ago

Uploads Skip Processing Setting.

When adding a new Upload, enable the Skip Processing setting to preview the upload without any processing.

Created 1 year ago

Editable Console Server Status

SFTP Console Servers allow users to edit the Status field to one of the following options:

1. Provisioning
2. Deployed
3. Inactive

Created 1 year ago

New General Settings

A new General Setting has been added: "Auto-Generate Client Reference"

If enabled, the Client Reference for a newly created client will be randomly generated (18 characters) if a reference is not provided.

Created 1 year ago

Message Search Field Dropdown

Use the Message Search Field dropdown to choose which field to search with. All searches are case-insensitive and support partial matches.

Created 1 year ago

Search Trashed Auto Messages

On the Auto Messages page, users can search for trashed Flows.

Created 1 year ago

Search Trashed Flows

On the Flows page, users can search for trashed Flows.

Created 1 year ago

Pay Links "Title" and "Description" Multilingual Support

The **Title **and **Description **fields for Pay Links support multilingual templates.

English is the default.

Created 1 year ago

Role Permission "Only Assigned Clients" Auto-Filters Clients by User

If a user has the permission "Only Assigned Clients", the Clients page will auto-default to filter only clients assigned to the signed-in user.

Created 1 year ago

General Application Alerts

The following general alerts will appear if one of the conditions is true:

**Legacy Browser ** Conditions: Browser older than two years or Internet Explorer. Message: Legacy browser detected. Use a modern browser.

Slow Network Conditions: network slower than 3G or 2 MB downlink Message: Slow network detected. Performance may not work as expected.

Connection Offline Conditions: no internet connection Message: No network detected. Refresh once back online.

Created 1 year ago

Portals "Title" Field is Multilingual

The Portals Title feature supports multilingual templates.

Created 1 year ago

Attach Files Button in Send a Message Form Tweaks

The following changes have been made:

1. The total number of files available is displayed.
2. The total number links to the Files page (regardless of the number of files).
3. A link to the Files page is shown if there are 0 files.

Created 1 year ago

New "Options" Button on the Send a Message Form

Added options such as customizing the Send Date and Time are hidden by default to streamline sending messages. Click on the "Options" button to see all available options.

Created 1 year ago

Upload Templates -> Require Assigned Users Setting

Use the new Upload Template **Require Assigned Users **setting to skip processing rows if the assigned user is not found.

Created 1 year ago

Status Page Shows Background Workers

The Status Page now shows Background Workers in real-time. Try it here: https://ecourtstatus.com#workers

Created 1 year ago

New General Settings: Auto-Trash Archived Data and Auto-Delete Trashed Data

The following General Settings are now available:

Auto-Trash Archived Data - any archived data is automatically trashed. Auto-Delete Trashed Data - any trashed data is automatically deleted.

This feature runs on a daily process. Any changes apply by the following day.

Created 1 year ago

Search by Multiple Client Groups

On the Clients page and when editing a Bulk Action, users can search for multiple client groups by toggling each group in the **Client Groups **field.

Created 1 year ago

Duplicate a Message

When viewing a Message, click on the **Duplicate **button to quickly send a duplicate of the message to a new client or contact.

Created 1 year ago

Attach Multiple Clients to an Event

When editing an Event, use the **Search Clients **to search for, then attach individual clients to an event.

Each client will receive personalized messages based on the given event.

Created 1 year ago

Uploads Created By SFTP

If an upload is created by SFTP, the Creator will show the SFTP Profile Name configured in the Console instead of Auto SFTP.

Created 1 year ago

Upload Attachments on Events and Payments Send a Message Form

Users can upload one-off attachments on the Send a Message form on the Events and Payments pages.

Created 1 year ago

Real-Time Updates

The following pages update in real-time agency-wide:

• Clients
• Contacts
• Bulk Actions
• Uploads
• General Settings

Created 1 year ago

General Settings Page Updates in Real-Time

Any changes in General Settings are updated in real-time agency-wide. An Audit Log card is added under General Settings.

Created 1 year ago

Console SFTPs Auto-Create New Directory

The Console SFTPs will auto-create a new data directory if it doesn't already exist. This negates the need for users to create the directory on the server manually or to wait until the auto-upload is triggered.

Created 1 year ago

Real-Time Scheduled and Sent Message Feeds on Event and Payment Edit Pages

The updated real-time scheduled and sent message feeds are shown when editing a single Event or Payment.

Created 1 year ago

Multi-Gateway Support for Agency Phones

Users can register phone numbers with specific gateways or use auto to activate the best available phone number.

Created 1 year ago

User Navigation Changes

The following changes have been made to the navigation menus:

1. "Settings" options (Flows, Locations, Portals) have been consolidated into an Admin Settings link.
2. Agency Switcher shows the current agency and has improved searching and sorting options.
3. Page tabs are available in related sub-pages (such as the tabs on Events).
4. Dropdowns per sub-page are removed.

Created 1 year ago

Real-time Message Feed Improvements

The Message Feed updates in real-time for scheduled, sent, and received messages.

Created 1 year ago

New Multi-Client, Multi-Contact Message Form on the Dashboard

The Dashboard Send a Message form supports multiple clients and contacts per one-off message. Each message's merge tags will be processed according to the selected client or contact.

Created 1 year ago

Upload Templates Load and Replace Settings

The following Upload Template Settings are now available for **Update by Fields Processing Method. **

• **Load and Replace Clients **
• Load and Replace Contacts

This change allows users to auto-archive previously created clients/contacts without having to use load and replace for Events, Payments or Cases.

Created 1 year ago

New Payments Merge Tags: [TotalPayments] and [OutstandingBalance]

New merge tags available to use.

1. [TotalPayments] will output the sum total of all non-archived and non-trashed Payments for a given client.
2. [OutstandingBalance] will output the sum total all non-archived and non-trashed payments with an outstanding balance.
   Note: Both merge tags will auto-format the output to two decimal spaces with $. To use in a message template, you do not need to add the currency separately.

Created 1 year ago

New Auto Message Trigger: Monthly Payment Balance

Use the Monthly Payment Balance trigger to send a monthly auto message to any client with at least one outstanding payment.

Created 1 year ago

Manage Servers to Group SFTP Connections

In the Console SFTPs, use the Servers feature to manage a single server connection for multiple SFTP profiles.

Created 1 year ago

Upload Templates added to the Uploads Page

Users can manage Upload Templates directly from the Uploads page instead of going to the Settings page.

Created 1 year ago

New Agencies are Automatically Redirected to the Setup Page

New agencies are automatically redirected to the Quick Start setup page. Users can choose to use the Quick Start or Skip Setup.

Created 1 year ago

Search Available Phone Numbers by State and City

Users can search available phone numbers by State and City.

Created 1 year ago

Support for 8 new Time Zones

The following Time Zones are now available as options to configure your agency's Time Zone setting:

• Mountain - Phoenix
• Pacific - Chamorro
• Pacific - Midway
• Pacific - Samoa
• Aleutian
• Navajo
• South Pole
• Zulu (UTC)

We support all of the USA's official time zones published on https://www.time.gov.

Created 1 year ago

Payment Processing is Live on Production Regions

Payment processing is now live on production regions (us-east, us-west, us-south). On staging, payment processing uses test mode, this article can be used to simulate a credit card: https://help.ecourtdate.com/en/articles/6792689-test-credit-card-numbers

Created 1 year ago

Auto-Translate Button Added to One-off Send a Message Form

If a client's preferred language is not English, an Auto-Translate button is available to translate to the preferred language (or any other available language).

Created 1 year ago

Auto Messages Button Added on Send a File Form

Use the Auto Messages button on the Send a File form to streamline sending one-off files to clients.

Created 1 year ago

SFTP Gateway Auto-Replay

SFTP Gateway will auto-replay incomplete upload files. Previously, incomplete files triggered a failure notification and required a user to replay the file manually. Users will no longer need to replay incomplete files manually.

Created 1 year ago

Console SFTPs "Filename Blockword" Setting

Use the "Filename Blockword" setting to exclude files from being uploaded. This can be used in combination with the existing "Filename Keyword" setting.

Created 1 year ago

"Client Status" field added on Bulk Actions

A free entry Client Status field is available to filter Clients when using Bulk Actions.

Created 1 year ago

[PortalURL] and [PortalOptout] Merge Tags

We added new merge tags to output a Portal URL. [PortalURL] will output the base URL of the first portal available in the agency. Ex: https://demo.court.gov

[PortalOptout] will output the opt-out URL for a given message. Ex: https://demo.court.gov/o/message

Created 1 year ago

Ability to Search Client Stats by Group, Type, and Language

On the Client Stats page: https://app.ecourtdate.com/stats

The following searchable fields were added: Group, Type, and Language

Created 1 year ago

Add Internal Comments Associated with a Client

Users are now able to add internal comments to each client profile.

Created 1 year ago

General Settings "Issues Email" supports all upload related issue notifications

Created 1 year ago

Create Random Schedules

Created 1 year ago

Reset All Schedules Button on the Schedules Page

Created 1 year ago

"Archived From" Bulk Action search field available when running a Restore Bulk Action

Created 1 year ago

Create multi-region Agencies via the Console

Created 1 year ago

Create Simulated File - "Assign To" field randomly assigns from existing users

Created 1 year ago

Bulk Actions - choose From Phone and From Email

Created 1 year ago

Define a custom Agency Phone "Name" - used in-app when sending/configuring From Phone setting to make it easier to manage messaging

Created 1 year ago

Disabled Console Tools form if not super admin

Created 1 year ago

[JudgeName] improved formatting (remove double Judge Judge, spacing issues)

Created 1 year ago

"Future Events" Auto Messages Setting

Created 1 year ago

Search Messages by Creator

Created 1 year ago

Bulk Actions Reschedule fix - fixed a bug when rescheduling an already scheduled bulk action

Created 1 year ago

Bulk Actions Index - searchable status field and "scheduled" column on table

Created 1 year ago

Bulk Actions Edit - Send a Message action - "contacts" and "preview" buttons and language flag in clients table

Created 1 year ago

Messages "Creator" searchable field and column on Messages Index

Created 1 year ago

"Empty Upload" changes - for uploads without any data rows, the upload will show "0 File Rows" as well as show the Header fields in Upload Edit view. The Create Simulated File allows users to create files with 0 rows to test

Created 1 year ago

Send a Message form from Payments Edit view

Created 1 year ago

UX improvements to Messages Feed on Contacts Edit, Payments Edit, Events Edit - all should update and resort messages based on scheduled_at as expected

Created 1 year ago

[EventReference] merge tag

Created 1 year ago

Email Subject field supports merge tags - use any valid merge tag on the Subject field (whether as a One-off, Bulk, Auto Message)

Created 1 year ago

User is able to add contacts directly from Event Edit view

Created 1 year ago

"Recent Clients" on dashboard updates in real-time with any newly created clients agencywide

Created 1 year ago

Ability to send a message directly from Events Edit. When sending a message from this view, any [Event*] related merge tags will use the event chosen

Created 1 year ago

Ability to edit payments from Payments Edit view

Created 1 year ago

Ability to create a Case directly from Cases Index

Created 1 year ago

Ability to add a contact directly from Contacts Index

Created 1 year ago

Send a One-off Message from Contacts Edit

Created 1 year ago

Search clients by Preferred Language on Clients Index / Advanced Search

Created 1 year ago

Update Scheduled Message form - when editing a scheduled outbound message, a user can directly update the message, including change a message from simulate to live and vice versa

Created 1 year ago

"Reply To Inbound Message" form - on messages edit for an inbound message, the "Reply To" form allows a user to reply to the message directly. The reply message is only sent to the inbound message sender

Created 1 year ago

Uploads are pre-validated immediately on upload instead of waiting to process. This gives immediate feedback to the user if the upload template is invalid.

Created 1 year ago

New uploads are shown on Uploads Index in real-time. Previously, only uploads the user created were shown in real-time. Now, any agency-wide upload should show in real-time (including SFTP/API uploads)

Created 1 year ago

Flows load more bug fix - if results were equal to a certain limit, results may have duplicated (frontend)

Created 1 year ago

[DateNow] merge tag - outputs the current date in default format

Created 1 year ago

Bulk Actions Clients table columns are sortable

Created 1 year ago

Uploads Index / Create Sample File form appends the current time stamp in the file name to prevent duplicates

Created 1 year ago

New merge tags: [ContactType] [ContactChannel] [ContactValue]

Created 1 year ago

Contact Name field - can be used when the name of the Contact is different than the client. Available in-app, API, and uploads. Merge tag: [ContactName]

Created 1 year ago

Agencies switcher auto loads first 10 agencies

Created 1 year ago

ClientsIndex Advanced Search "Create Bulk Action" removed to simplify UX. Any bulk action should be created from the Bulk Actions page.

Created 1 year ago

"Judgement Date" renamed to "Judgment Date" - this is a spelling correction for the appropriate field names. Any existing usage of the field has been automatically renamed.

Created 1 year ago

Schedules Index uses sortable columns

Created 1 year ago

Auto Messages UX improvements, bug fix when initially creating an auto message template, Audit Logs card when editing an Auto Message

Created 1 year ago

Addresses, Mails, Opens, Geolocations, Geomonitors, Lookups, Forms (i.e all remaining table views under Clients navigation) use sortable columns

Created 1 year ago

"Creator" user shows on Console IDP details page

Created 1 year ago