INTRODUCING CASE MANAGER "PLUS"

A new version of Case Manager (Case Manager Plus) will become available to users in the early part of 2012. Here’s a sneak preview. You will be notified of the release date in the future. In the meantime, check out our current version.

28 NEW FEATURES
In addition to the many
existing features

(see videos of all functions)

We are adding a feature that enables servers to Log into an online database to view new jobs and enter service data, using an Iphone or any cell phone without the use of a cumbersome APP. Process servers will be able to easily log in to an online database containing new jobs that were uploaded by an agency and old jobs. New jobs (pending are displayed and can easily be selected, and service information can be entered). Jobs can be searched by multiple criteria including job number, plaintiff or defendant name, dates etc. GPS photos taken with a cell phone device can be placed into a photo field, and GPS coordinates are extracted from the photo (and automatically entered into corresponding fields. Data is “submitted” online with the click of a button, and a copy of the record remains in the online database, and another copy is downloaded by the agency (Case Manager user), and all data is automatically entered into Case Manager, whereupon status reports are uploaded to a client’s online database for viewing. No cumbersome APPS are required and multiple drop down fields make it easy to enter certain information without the need to type in data.

Service Instructions Field: The character count on the service instructions field will be increased since these instructions can sometimes be lengthy.

The “Custom Forms” function is being enhanced to make it easier to construct custom forms.

A feature will be added to allow for uploading an “actual invoice” to the web so that attorneys can view an actual invoice in PDF format on the online database. Currently, they can only view summary information, but not a complete invoice.

A feature will be added to automatically place the signature of the process server onto the proof of service, and also the notary signature (will be optional).

A feature will be added to enable users to “disable” various top menu items (such as the numerous reports) that appear on drop down lists so that they can be turned on or off at will.

A feature will be added to enable uses to add a company logo to the top of affidavits, invoices and other documents generated by Case manager, and to create a custom “outgoing” letter including logo.

We are producing a Case Manager DEMO. The current demo software, which is a clone of the standard Case Manager software exists, but is outdated, and needs to be edited so that it has the same features as the current Case Manager version. The demo will be fully functional, except that printing documents will result in “Watermarks” being inserted on all printed documents. The demo will install at the same time as the full version of Case Manager, and used as a training tool for employees.

We will program a capability to allow the sending of an affidavit by email with a signature of a notary and signature of a company representative so that email can be sent to the email address of any party. This will be used by process servers to serve papers by email to domain owners email addresses, since they have no other way of serving them.

Unpaid Invoice Report: We will add a feature that allows a company to immediately view a report of all unpaid invoices with a single click or to view unpaid invoices by date range.

We are adding a button to allow a user to automatically compress the database as this is needed when databases grow very large, slowing down processing.

We are including a function that allows a user to fax a copy of the affidavit or other record, including invoices. This can be sent to an attorney or other client using the Windows fax function.

We are adding a function that will enable the user to enter and display multiple Certified Mail Number boxes on affidavits. Currently it only allows for one certified number to be displayed on an affidavit of service. Often with landlord tenant matters depending on the lease agreements they sometimes require multiple certified numbers.

We are adding the ability to place an invoice number for tracking purposes on the process info page. This will help users who are generating their own invoices and are not utilizing Case Manager's invoice system.

We are revising the Client Info setup area so that clients other than attorneys can easily be added, and later sorted (i.e. other process serving agencies , private Investigators, collection agencies, and “other” businesses. The current set-up allows this but is not as user friendly as it can be.

We are adding a “spell check” within the software.

On invoices, we are adding some spacing between company name and addressee so that the company name does not display in the window of an envelope along with the client's address.

We are adding the ability to change mileage charges.

We are adding the ability to “otionally” have a status report automatically sent to an attorney when a paper is created (printed) without need to click status report and email it.

We are adding a feature to be located in the Important Tools Tab to enable users to export Case Manager data (Comma Delimited and .TXT ) into other programs, such as email programs, fax programs such as WinFax Pro 10, access/excel. Many process servers are required by the USPS to use Excel in order to do mailings, which is their primary means of advertising. They must enter all the Client data into Access, then convert it to Excel before it goes to the USPS. As such, the export tool will allow Client information such as name and email address (as well as personal) to be exported into Excel.

DEFAULT RECORD: Whenever you close and reopen Case manager or close certain functions the record displayed is the first record. This will be CHANGED so that whenever you close and reopen Case manager or any function the record that appears will be the last record the user was working on.

We will be adding a link in the TOOLS page (TAB) that says :CASE MANAGER HELPDESK. This will be linked directly to the Case Manager help desk at http://www,casemanagerhelpdesk.com where the user can log in for help. There is a user name and password required. We will be attempting to enable the user to automatically log in without having to enter an ID or password.

We will be adding a field on the home screen that says Invoice Number (enter only if not using Case Manager’s invoicing feature) This will be used for tracking purposes for servers who are using their own invoicing system and numbers.

We will be adding the ability to create a report of all serves where no invoice was yet created.

We will be adding the capability to hide fields that are not used by certain users so that data entry and tabbing from field to field will be even easier. Every state has different requirements so there are a lot of fields that certain states use and others don't. This option will allow users to hide all the extra fields they don't use so users don't get confused as to which ones they need and don't need.

We will add a feature that enables users to add photos of a location or an individual they have served to a record, ie; Matrimonial services. This can be turned on or off.

We will be adding a feature that will enable a user to transmit jobs (with documents) to other servers.

We will be adding the ability to share info with financial software (OTHER than Quick Books).

National Professional Process Server Network, Inc.

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