Hey Bayinna,

We’ve been working hard behind the scenes, and your feedback—especially from our beta testers—has made all the difference. Rearrange Dynamic Pages and more are on the way in our next release!

🧩 Move Things Around—Your Pages, Your Way

Every team works differently — now you can update Casebook to match your layouts. Our new Rearrange feature gives you full control over the layout of Dynamic Pages.

Take control of your layouts with flexible, easy-to-use tools available in Intakes, People, and Cases:

• Organize fields and sections exactly how you need
• Mix custom and built-in fields side by side
• Hide empty sections to keep pages clean and focused
• Mark key fields as required to ensure complete, consistent data

🏠 Smarter, Simpler Tasks & Workflows on Your Dashboard

Managing your day just got easier. We’ve refreshed the Tasks and Workflows section on your homepage to help you stay focused and prioritize what matters most.

• Quickly spot overdue tasks without digging

• Focus on what matters most with smarter prioritization

• Enjoy a fresh, modern layout that’s easier on the eyes and simpler to use

🔍 Search Improvement: See Deceased Status

As part of our ongoing search improvements, you’ll now see a “Deceased” label in autocomplete and preview panels when someone has been marked as such. It’s a small step toward a smarter, more reliable search—more to come!

We’re excited to see how these updates improve your workflow. Please don’t hesitate to reach out with any feedback or questions.

Casebook Team