You can now edit the @ Name for contacts in the contacts overview page. You can get to this page by clicking on a contact on the contacts page.
Editable @ Name
Improvement
Metadata: Columns and Filtering
New
We just released a new feature that automatically extracts and organizes document metadata. Even better, key metadata fields, such as email recipients and sent dates, can be use to build powerful filters.
Support article: https://support.casefleet.com/en/articles/3657319-viewing-and-filtering-document-metadata
Video tutorial:
Notify user of additional logins
New
CaseFleet now tracks concurrent logins and provides an alert when an additional login is detected. This feature helps ensure account security, and provides an opportunity to change passwords or add two-factor authentication, as needed.
Filtering facts by creator
Improvement
It's now possible to filter facts by who created them. You can visit the facts or reports page on any case and open the filter builder to access this new filter.
Automatic logout
Improvement
We now have an automatic logout. Any accounts that have had an extended period of inactivity will automatically be logged out for security reasons.
Malware scanning for uploads
Improvement
We now have malware scanning for all uploaded files.
Improved bulk editor for sources
Improvement
We redesigned the bulk edit feature for sources. Now you have more control over the changes you're making, and it's easier to understand what will happen when you hit the "save" button:
Bulk edit and archive facts
New
It's now possible to change the issues for multiple facts at a time. Using our newly-updated bulk-edit feature, you can select any number of facts and add or remove issues in bulk. You can also "archive" multiple facts at once - a handy way of hiding certain facts without having to delete them.
Improved controls for adding time
Improvement
We recently updated the date and time section of the form for adding new facts and editing existing facts to make it easier to set the time or remove the time for a fact.
By default, you don't need any input for time:
Clicking + Add Time, gives you a handy input:
Filter to view only facts with notes
New
Now you can filter facts to view only those that have notes. Simply open the filter dropdown on the facts page or reports page, and choose the "Notes" option. Once you've selected "Notes" you can select whether you want to view facts with notes (i.e., Notes "is not empty") or facts without notes (Notes is empty).
