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title: 08.30.21 Release Notes
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Hi there, check out our exciting new updates!

| View in browser This Release @ Casebook  Check out new features, updates and enhancements to help you get the most out of Casebook.    August 30, 2021  Today's Highlights: New Dynamic Fields Types  New Contact Method for Notes Calendar Sync in cb Track Video Library Launch        💬Survey Question Do you use any chat apps at your organization? If so, which one(s)? Let us know by filling out our survey!  Click Here to Answer       Features ⭐ Dynamic Fields NEW: More ways to customize your data. You can now add date fields, yes/no fields, number fields, and more to collect data that matters to you.  Need a refresher on how to create dynamic fields? Check out our Knowledge Base article on how to create and edit dynamic fields.  An example of a new date field. Meetings \* NEW: You can now schedule meetings in cb Track.  We have replaced the Upcoming Visits section in cb Track with Meetings. Any meetings you schedule on the provider record will show up on your Casebook calendar, as well. You can also sync your personal calendar to Casebook, and meetings that are scheduled in Casebook will automatically be added to your personal calendar. Check out these articles in our Knowledge Base about creating a meeting and syncing your calendar to get started.  \*Beta feature. Beta means that the service is not completely finished, but it will still do everything described.  Click to expand the video on how to create a meeting in cb Track.  Workflows & Tasks Embedded Links UPDATE: Any URLs in the Task description will now be hyperlinked. Workers can now easily navigate to any external links, if needed.  Just write the URL in the task description section, and it will automatically be hyperlinked after the task has been saved.   The image above is an example of a hyperlinked URL in the Task Description.  Tasks & Workflows NEW: You can upload multiple attachments for any tasks that require a file upload. Save time by assigning one task for multiple attachments.  If a required file is not ready to be uploaded yet, you can save the files that are ready to the task to be submitted at a later time.  Meetings UPDATE: Text Message has been added as a Contact Method option for Meetings and Meeting Notes.  If you had a meeting or checked in with a client over text message, you can now select Text Message as the contact method.    📢 Announcements   Learn more about how to use Casebook with our new Video Library. 🎥 We are committed to helping all users, learn and use Casebook with less effort. Check out our new videos for how-to's for our most common features! Sign up for free Casebook Training. 💻 Every first Monday of the month, we offer a Casebook 101 training. Send your new hires and anyone who wants a refresher course.  Upcoming dates: September 13th, 2021 11-12pm ET October 4th, 2021 11-12pm ET November 1st, 2021 11-12pm ET December 6th, 2021 11-12pm ET Visit registration link for full list of dates. Click Here to Register We Value Your Feedback Write a review on Source Forge and get $10.00 if it's published. It's only 1 minute long!  Review Casebook on Source Forge. Reviews are individual, not company-based, and take only a few minutes. After it's published, you'll be sent an email to claim your $10. That simple! Casebook PBC, 244 5th Avenue, Suite T248, New York, NY 10001, (212) 796-6108 Unsubscribe Manage preferences |
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