Reports - "Report Settings"

Reports are a part of business that can be a real headache.  Reports are generated for a variety of reasons.  They are generated to track or monitor specific departments with regards to inventory or money or people. 

CasetrackerLaw software includes approximately 75 reports and the ability to view them either all at once or in a Dropdown View.  Some of the reports are customizable and you have the ability to display only the reports you need if you are using the Dropdown View.

“Report Settings” is located under Settings.  Here you can select which reports you want displayed in the Dropdown View by selecting yes or no.  There are 2 dropdowns displayed; the first are the reports that are customizable.  These reports give your numerous column options so generating a report that displays the results you are looking for is easy.  The second dropdown menu of reports are non-customizable but still have the option to only display the reports you want.  Why have reports displayed if they are never going to be used?

If you have any questions about the “Report Settings”, please contact our office.

954-755-1763 / 800-270-1197
www.casetrackerlaw.com

Recurring Debtor / Contact Info Auto-Populate

One of the biggest consumers of time is manually entering contact information into fields provided by any software.  There are times when it is necessary to enter the same contact information regarding a debtor; everything except the amount.  This is virtually wasted time.

CasetrackerLaw has added a new feature that takes care of this time consuming task.  When entering a claim manually, there is generally 3 drop-down menus consisting of a list of the names of Forwarders, Creditors and Debtors in your database.  If you are entering contact information on a claim for a recurring debtor, select the debtor from the Select Debtor list.  All the debtor's information will populate the correct fields, except for the amount.  The amount will, more than likely, be different each time.

If you are interested in adding this feature, please contact our office for details.

FYI:
I would like to invite you to schedule a demo of the new upgraded version of CasetrackerLaw.  If your system is more than 4 years old, you should book a demo.  You will be amazed at some of the new features we have included.

Casetrackerlaw.com
800-270-1197 / 954-755-1763

Manage Staff

Casetrackerlaw has been busy adding new features to the system.  A new security feature has just been implemented.

Manage Staff, located in Settings, is where users are created, edited, deleted or archived.

CasetrackerLaw is now set up with 3 secure administrator accesses; a Super-Admin, regular Admin and a Staff Administrator.  The Staff Administrator login is used in order to access Manage Staff.  Super-Admin is the only user with these credentials in order to edit staff member information or to change the passwords.  Another little feature here is the ability to limit the date and time frame a staff member can access the system.  

This feature was created to fill a need for a few clients.  Clients wanted a way to control who had access to the Manage Staff section for security reasons. 

For more information, give us a call at 800-270-1197

CasetrackerLaw & the Weather

Do you live in the North? Do you live where hurricanes hit? Do you ever have “snow days”? Do you have employees that are unable to get to work due to the “weather”? Weather is unpredictable and there may be times when your staff can’t get to work.

If you answered “YES” to any or all of the above questions, you may need to change your software.

CasetrackerLaw allows your staff to work remotely. Whether it’s storming, snowing or a hurricane hits, you still have the ability to continue working through it all.

Call or email for details

800-270-1197 / casetrackerlaw@gmail.com

Happy Thanksgiving 2013

Here’s a little Thanksgiving history:

1863 is when the traditional feast of Thanksgiving started. President Abraham Lincoln proclaimed, during the Civil War that a national “Thanksgiving and Praise to our beneficent Father who dwelleth in the Heavens”, to be celebrated on the 4th Thursday in November.

The “First Thanksgiving” was celebrated in 1621 by the Pilgrims after their first harvest in the new world. It lasted for 3 days and was attended by 90 Native Americans and 53 Pilgrims. Thanksgiving services were routine in what was to become the Commonwealth of Virginia as early as 1607, with the first permanent settlement of Jamestown, Virginia holding a Thanksgiving in 1610.

My point is; that Thanksgiving is not just a tradition; it’s a day when families get together and share stories, laughter and love. There must be something to it; we’ve been observing the tradition since the 1600’s.

Happy Thanksgiving from the staff at Casetrackerlaw.com

Casetrackerlaw's Innovation At Work ~ New Collection Rate

When your client submits claims electronically, the system automatically calculates the collection rate that has been given. Casetrackerlaw has a new feature...

This feature gives the user the ability to change the collection rate so that future payments are calculated with the new rate. This rate can be changed at any time; and you can add multiple dates into the future. For example: 30 days at 25% rate, 60 days at a 35% rate, 120 days at a 60% rate; all of this happens automatically. All you have to do is schedule the times.

We are custom designers of software.

We design things you don’t know you need yet.

If you have an idea call us at 800-270-1197

CasetrackerLaw & Technical Support

When you hear the word “technical support”, how does that make you feel? Does it give you chills just thinking about having to deal with a technical support person or have you been one of the lucky ones and been able to get help within an exceptional amount of time?


Recently CasetrackerLaw has had to interface with another client’s software company and their support team. The project at hand required quite a bit of communication back and forth between Casetrackerlaw and the software team. They wanted to communicate via email however some inquiries required a phone conversation. Our emailed inquiries and phone calls, which were sent in the a.m., generally were not responded to until the following day. The reply, again generally came in the form of an email. A lot of times the response email generated another question.

A project that should have taken a few weeks, took over 2 months and is still in progress.
Lastest update: In the process of again waiting for an answer; until then we are at a standstill.

Casetrackerlaw prides itself on customer service.  Our staff responds to emails and phone calls within a few hours, not days.  We do our best to keep our clients informed and updated while working on a project.

Contact us: 954-755-1763 / 800-270-1197