OBO Flag, Importer Enhancements & Email Notification Filter
July 8, 2025
We’ve made several updates to help you better manage your cases, improve communication visibility, and make your overall experience smoother and more intuitive.
✨ New Features 📊 Bulk Messaging Tracker
You can now easily see what happened after sending mass messages (like texts or emails). On the new Bulk Actions page, you'll be able to:
- View a quick summary of how many messages were sent, delivered, or failed
- Click into a specific message batch to see the status of each individual message
- Access logs that show the results and delivery history
Why it matters: You’ll have better visibility into your outreach campaigns and can quickly identify any delivery issues.
🎂 Date of Birth Support in File Imports
When uploading client or case data, you can now include Date of Birth (DOB) in various formats. We support several common date styles, and you can select the right one from a dropdown menu.
Why it matters: This makes data imports more flexible and helps reduce formatting issues.
🏷️ New "On Behalf Of" (OBO) List Tag
You can now mark case lists as being managed "On Behalf Of" someone else:
- A new toggle lets you label a list as “OBO”
- These lists are visually tagged for easy identification
- All cases in these lists will also show the “OBO” indicator
🔧 Improvements 📧 Smarter Email Notifications
Admins can now filter email notifications by case sub-type.
Why it matters: You'll get updates that are more relevant to your role, and fewer distractions from unrelated cases.
📱 Design and Usability Tweaks
We’ve polished several parts of both the desktop and mobile apps to make navigation and interaction smoother.
🚫 Better Error Handling
If a related record is missing (like a linked file or reference), the system will now handle it gracefully without causing disruptions to your workflow.
Let us know if you have feedback or questions! 🚀