Video Overview

https://www.loom.com/share/49889aaac8cf488b98cf8c45a5f7c232?sid=1a78a65c-63b0-43d8-95aa-a448acc9dce3

Search & Filtering

• Enhanced Search Functionality: Implemented specialised search fields for case ID, client name/email, address, and external reference numbers

• Advanced Filtering System: Added multi-select filtering capabilities for a range of different attributes

Interface Improvements

• Column Management

  • Added ability to hide/show columns based on relevance

  • Custom column ordering

  • Tab-specific column configurations

Workflow Enhancements

• Case Prioritisation

  • New priority levels: High, Medium, Low

  • Automatic sorting based on priority

  • Visual indicators for priority status

Preview Functionality

• Quick Case Preview

  • Access case details without full navigation

  • View client contact information

  • Check case activity and messages

  • Read case notes improvements

  • Copy information directly from preview

Organisation

• Pipeline Management

  • Separated cases and leads for clearer workflow

  • Comprehensive pipeline view option