 smcadoo
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| Joined: 04 Mar 2005 |
| Total Posts: 17 |
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Case Form - "Status"
Posted: 23 Jan 2006 12:18 PM |
Notes
Is there any reason why the “Notes” are not linked to a particular Case level? On the Client Activity Summary page, the Notes are listed by date, but there is no Case # assigned in the left-hand column.
Case Form - "Status"
In testing out the site, I created a fake client with different cases. I went into client Case #1 and changed the "Status" from "Open" to "Closed" and clicked on "Save." I then clicked on Add New Case and began a Case #2. However, Case #2 automatically came up as Closed also.
Every time I tried to change the status of one client case, the status on all other cases I had created also changed. If I tried changing the status of one case back to Open, all cases changed back to Open. Am I doing something wrong? Is this due to "operator error" or would it be a database problem?
Also, once a Case is closed, I am still able to make changes on the forms. It would be helpful to block any further changes from being made on a case once it has been Closed. Or perhaps once a case is closed, changes could be authorized only by the Administrator. This would help to prevent client information from accidentally being added to the wrong Case. Is this possible?
Thank you,
Sheena
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cbirdwell
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| Joined: 08 Sep 2003 |
| Total Posts: 183 |
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Re: Case Form - "Status"
Posted: 24 Jan 2006 11:41 AM |
Hi Sheena,
Thanks again for being so thorough. This type of feedback just makes the software better and better.
We will be adding a section in the notes where you can select the case number that the note applies to. In addition we will be adding three tabs to the right hand section of the "Cases" page where you currently see the visits listed. These tabs will be: "Visits", "Notes", and "Correspondence". This way you can view everything right from the cases section of the client file.
* You will still have the "Notes" tab at that client file level in case you want to read all the notes (regardless of the case number) at that same time.
As far as the status ("open" and "close") changing in both cases, that is a bug and we will be fixing that.
We really like your suggestion of locking closed cases. This requires a bit of work on the development side, so we won't be able to add this to the Jan. 31st release, but we will add this to a subsequent release. Great idea!
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