Include notes in reports

It's now possible to include notes/comments on your facts in several CaseFleet reports, such as the Facts by Issue report, the Facts by Contact report, and the Detailed Chronology report.

Download a bundle of your sources

Now, you can download a csv and zip file of your sources straight from the "Sources" tab of your case. Just go to the sources page, apply any filters or saved views you would like, then click "Download." Decide if you want to include the zip archive, then click "Generate."

The report will be waiting for you on the reports page.

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Click outside the fact form to close it

The "X" you click to close the fact form can be a bit small. We updated the form so that you can close it by clicking anywhere outside the form. If you have unsaved changes, CaseFleet will warn you and prompt you to save them.

Rich text formatting for facts 🖋

Now you can add italics, bold, and multiple paragraphs in your facts in CaseFleet! Check out the following example:

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To write text, surround it with *asterisks*; for italics, surround it with _underscores_; for a new line, hit enter. We've kept the formatting options simple to ensure that your formatting can be replicated in all reports formatted in Microsoft Word.

Link & filter by multiple contacts on sources

In CaseFleet you can now link multiple contacts to your sources!

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In addition to this change, we have also added contact filtering to the source's table.

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Easier editing of source tags

It's now possible to edit source tags without having to edit a source first. This makes it much easier to add, remove, or edit the tags for each case!

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Case Descriptions

Now you can add a quick description for your cases and pin it on the Case Home tab. Handy to help new collaborators know what the case is all about! 🙌

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Improved icons

We released a set of changes to make our icons more consistent. You may not be able to spot the differences, but they are there! Check out the notifications bell, the buttons on the Facts page, and the buttons in the Document Viewer. 💎

New option when generating Facts by Issues reports

It's now possible to include the outline of all claims and issues when you generate a Facts by Issues report. Before, issues and claims would only be included as headings if they were linked to facts in the report. Now, it's option. Simply check the box and those items will be included!

Saved Views for Facts, Cases, and Sources 🕶

We just released a HUGE new feature that we think you'll find very useful: Saved Views 🙌

With Saved Views, you can choose a set of criteria on various pages in CaseFleet to create a sort of "smart playlist" of records, which could be facts, sources, or even cases.

To learn more about working with Saved Views, check out the following support articles:

No published changelogs yet.

Surely CaseFleet will start publishing changelogs very soon.

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