October 22 2025
It’s been a full year since we launched the Case Manager Ideas Portal, and we’re thrilled to celebrate the journey with you!
This initiative was created to give you – our valued users – a direct voice in how Case Manager evolves. The engagement and insights we’ve received have been incredible and truly transformative to our product development efforts.
Key Metrics at a Glance
- 102 Ideas Shared
- 279 Community Votes
- 13 Ideas Under Product Review
- 16 Ideas Planned For Future Releases
- 6 Ideas already Released!
Here’s what’s already been delivered, thanks to your input:
- New Security Permissions for Archived and Erased Cases
Introduced in Version 6.4, these new permissions strengthen data protection by allowing admins to control access to archived and erased cases — supporting compliance and safeguarding sensitive information. - Highlight Drag and Drop Documents – Web Version
- Bring the Grid view functionality into the Reports – Web Version
- Order Costs by Charge Date when creating an invoice – Web Version
- Add Visibility of Flag Notes on hover over of Flag – Web Version
- Case Manager Data Service (CMDS)
A powerful new tool for analytics and reporting. CMDS provides a read-only OData API for accessing Case Manager data, enabling rich integration with Business Intelligence platforms. Benefits include:
- No performance impact on your production database
- Near real-time data sync
- Enhanced reporting security
How It’s Shaping the Product
Thanks to your active participation, feedback from the Ideas Portal has directly influenced our roadmap and feature enhancements. From usability tweaks to broader product direction, we’re seeing higher user engagement and more aligned product improvements.
We value your voice and encourage you to continue contributing to the portal to help shape the future of Case Manager.
🔗 Submit or vote on ideas here
Thank you for your contributions and collaboration!
The Case Manager Team
