Case Manager Brief - October 2025

Modified on Tue, 14 Oct at 6:29 AM

Release Highlights

  • Set a custom default catalog tailored to your organization’s workflow for faster setup and consistency.
  • Link related cases seamlessly to improve visibility and context across complex case relationships.
  • Clarified case detail actions (delete, remove, unlink) to reduce confusion and improve usability.
  • Usability of “Resend” newly created case e-mail with one click directly from the case view to streamline communication.


Set Default Catalogs

Organizations can now define a default catalog tailored to their workflow.
 

Why This Matters

Saves setup time and ensures consistency.



Case Detail Action, Linked Cases 

Users can now remove (unlink) a previously linked case directly from the Case Detail view. This action gives users the flexibility to manage relationships between cases more accurately and cleanly.

 

Why This Matters

This enhancement empowers users to correct or update case associations without needing support intervention. It improves data integrity, reduces clutter, and ensures that only relevant case connections are maintained, leading to clearer workflows and faster decision-making.



User Profile Editing

The user profile page remains accessible to all users, but now only the first and last name fields can be edited. Other profile details are restricted to maintain consistency and security across the system.


Why This Matters

This change ensures that critical user information remains accurate and protected, while still allowing users to personalize their name display. It reduces the risk of accidental or unauthorized changes and helps support teams maintain reliable user records.


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