History Tracking
To see a history of changes made to a record, highlight the desired record on the
"List" tab and then right-click the record. Point to "Action" and
click "Display History."Linked
Calendar Records
When scheduling a meeting for multiple users or groups, linking the records makes it easy
to change all calendar records if rescheduling is necessary.
Calendar Supports Drag-and-Drop Scheduling
Easily reschedule an event on the calendar by dragging it to the new day and time.
Date Fields
Use the period key in a date field to increment the day by one or the comma key to
decrease the day by one. Pressing "D" (date) in a date field automatically
enters the system date. Pressing "M" opens a "Date Math" window.
Pressing "C" clears the date to "mm/dd/yyyy."
Startup Parameters
Taking advantage of the various startup parameters Case Master has to offer can further
customize your Case Master environment by automatically loading those programs used every
day. Startup options can be implemented by adding one or more options to the end of the
"Target" field shown for the desktop icon’s Properties. You may want to
consider using the following startup options:
/MANAGER Loads the "Case Manager" window.
/EMAIL Opens the "Read E-mail" window.
/CALENDAR Opens the "Calendar" window.
/TASK Opens the "Task List".
/TIMER Opens the "Timer" window.
/DAILY Runs a Daily Report.
Showing Active Cases
Filters are a powerful way to show the exact information you want. Once a filter has been
created, it can be used many times. For example, use the following steps to create a
filter to show only active cases.
1. From the "List" tab of the Case file, click
the filter button from the toolbar.
2. Click the drop-down arrow next to the "Filter" field and select
"Expression."
3. Click the "New Query" button.
4. In the "Description" field, enter a description for your filter (i.e.,
Active only).
5. Click the "Query Wizard" button.
6. Click the drop-down arrow next to the "Field Name" field.
7. Under the "Name" column, double-click "Inactive."
8. Click the "Test Condition" field. Click the drop-down arrow and select
"is FALSE."
9. Click "OK."
10. Click the Save button. Now, only active cases will be displayed on the
"List" tab.
Column Layouts
You can customize the order of the columns on a "List" tab in a lookup
window by creating a new "Column Layout." Once created, simply change the layout
by selecting a different "Column Layout" using the "Column Layout"
drop-down button. For example, perhaps you want to see the Area of Practice next to the
Case ID column. To create a new column layout:
1. From the "File Maintenance" window,
double-click the Case file.
2. Click the "Layout" tab and press "Insert."
3. Type the new column layout name, for example "AOP."
4. Click the "Edit" button.
5. Double-click each field you want shown as a column in the lookup window. Use the
"Up" and "Down" buttons as required to reposition the fields to match
the desired column order.
6. Click Save to save the column layout.
Journal File Index
To see all phone records in chronological order, create a new index. To create a new
index:
1. From the "File Maintenance" window,
right-click the "Journal File" and select "Edit File Indexes."
2. Press Insert.
3. Type the Index ID over the "New_Index" default label, for example
"Type/Time."
4. Enter a full description in the "Description" field, for example
"Type by date and time."
5. Select the first sort in the "Order by" field,
"Record_Type."
6. Select the next sort in the "Then by" field,
"Date."
7. Select the next sort in the next "Then by" field,
"Time."
8. Click "Done."
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