Case Manager Version 6.4

We are pleased to announce the release of Version 6.4.1 with a range of enhancements and fixes across workflows, reporting, document handling, and communication features. This release introduces new functionality and backend stability improvements, with updates available primarily in the Web Version of Case Manager.

This release continues to strengthen the Case Manager platform while delivering practical improvements for case managers, admins, and mobile users. For full release notes or technical documentation, please contact your Case Manager administrator or visit our learning portal.

Release Notes

These Release Notes list the changes made to Case Manager Version 6.4.1. Please click the link below to download the latest copy:

Download Release Notes

New Features

AutoReplies 365

A new Automatic Email Replies feature has been released in this version. This Case Manager functionality imports relevant email replies directly from a Microsoft 365 Inbox into Case Manager, ensuring better correspondence tracking and faster access to case-related communication.

What Does It Do?

  • Automatically monitors email replies from Office 365 accounts.

  • Syncs replies to their respective Case in Case Manager using unique subject identifiers.

  • Offers flexible configuration options to monitor shared or individual employee email accounts.

Key Benefits:

  • Saves time by automating email syncing.

  • Reduces the risk of missed communications.

  • Enhances productivity and communication accuracy.

See the AutoReplies 365 Guide for setup and usage information.
New Standard Report – Unique Employee Logins

A new standard report has been added to show Unique Employee Logins across your organisation. This enables visibility of staff usage and supports system access audits and trend analysis.

See Reports for further details.

Additional Backend Improvements and Fixes

This release also includes a wide range of backend improvements, technical refinements, and stability fixes. These changes enhance the performance, reliability, and maintainability of Case Manager for system administrators and support teams. While these items may not be visible to everyday users, they contribute significantly to platform resilience and the delivery of future features.

 

Issues Resolved

  • Users with read-only access to a case will now see the Flag Notes field correctly set as read-only, ensuring data integrity.

  • The Download Zip Archive feature has been improved to handle larger volumes of documents without memory errors.

  • Improvements to the Zip Archive process mean that missing file errors no longer prevent the creation of archive downloads.

  • AutoReplies 365 Unread emails are now visually highlighted in the email interface, helping users prioritise new correspondence.

  • Users can now successfully delete attachments from emails in the Case Manager Desktop App.

  • When deleting formatted documents, Case Manager now prevents unintentional content loss by cancelling deletions correctly.

  • The system now preserves the format of auto-saved formatted emails, preventing unwanted plain text conversion.

  • Permission scope can now be refined per customer for Custom Field access, enabling better control over field visibility.

  • The Employee Charge Statistics Report has been updated with clear labels and tooltips, improving usability.

  • Temporary files from FormattedText Emails are now correctly deleted after releasing the document lock in WinForms.