2022-12-27

🚀 Email Signature
We now support Email Signatures to add to your outbound emails. To setup, navigate to Settings/System then Templates/Email Signature and add your signature today

2022-12-23

🚀 Google Drive Sync
You can now backup your files to your Google Drive via our Google Drive Sync integration. To get started, visit the Settings/System page, then Integrations/Google Drive. Please note that you can only integrate either Google Drive or Dropbox but not both.

2022-11-24

🚀 Shared Inboxes
Allow team members access to emails by assigning them as an assignee to the Inbox. Assignees will be able to have full access to an inbox to help optimize your operations.

2022-10-25

🚀 Questionnaire Case Sync

Now you may share completed questionnaires between cases for the same client and save time. This allows you to reuse data across similar applications and not have to request for clients to complete a new questionnaire. To sync questionnaires to the new case, click the new Sync Questionnaire button under the Questionnaire tab.NOTE: Sync button will only be displayed when Questionnaires are detected for the client.

2022-10-19

🚀 Query Speed Upgrade

If you have over 5,000 client cases, you may have experienced slower query speeds in the past, our recent upgrades should result in faster search queries.

2022-10-18🚀 Server Upgrades

Due to the high volume of requests, our servers required a critical update to facilitate the growing storage and processing requirements. This inadvertently resulted in some unwanted downtime and we are sincerely sorry for the inconvenience this may have caused your firm. Upgrades should now be completed and servers are now online.

2022-10-04

🚀 CaseEasy 2.0 Coming Soon

We are happy to let you know that the new CRM version is in progress and will be ready for use later this quarter. You’ll be automatically upgraded at no additional cost and all your existing cases will be accessible in this newer version. Check out some of our latest screenshots and stay tuned!

No Updates

🚀 Drobox Sync

2022-08-18

Automatically store offline backups of client files to your computer via our Dropbox Sync feature. If you already have this feature in your plan, be sure to re-setup via the Settings page to enable this latest update.

🚀 Forms Notice Feature

2022-08-05

Get notified when forms are outdated on a client's case.

🚀 Dropbox Sync

2022-08-18

Automatically store offline backups of client files to your computer via our Dropbox Sync feature. If you already have this feature in your plan, be sure to re-setup via the Settings page to enable this latest update.

🍁 Happy Canada Day

2022-07-01

We hope you are having an awesome Canada Day. We just released an update for our Email module to ensure emails are not automatically flagged as SEEN in your external mailbox when you sync with the CRM.

🚀 FSW Second Official Language - Upgrade

2022-07-01

The FSW's second official language should now assign additional secondary points to the Scorecard.

🚀 Easy Office365 Email Setup

2022-06-20

Try our new one-click setup for your Office365 and Hotmail accounts and get integrated in a few seconds. To integrate, go to Settings/System then Integrations/Email.

🚀 Documents Management (Upgrade)

2022-06-20

The Documents module now organizes your client documents by the date it was received to make it easier to see the latest changes.

💡 Want API access?

2022-06-21

Let us know if APIs are something you would like in the near future.

🚀 Forms Notifications

2022-06-28

You will get notified via the Notifications menu once Immigration form versions are updated.

🚀 Family Sponsorship (Parents & Grandparents)

2022-06-28

We have launched a new Intake questionnaire for Parents and Grandparents.

🐞 Emails Module - Updates

2022-06-29

Email sent via the CRM should now be accessible via your Sent folder. This upgrade only impacts all future emails sent.

🚀 Questionnaire Update

2022-05-03

Historic records such as Travel History, Education History etc. will now automatically be ordered in reverse chronological order to make it easier to review the entries.

🚀 Questionnaire Print Layout

2022-04-27

The questionnaire print layout has been updated to allow easier printing and viewing of historical records such as Education History, Travel History etc.

🚀 Questionnaire Print Layout

2022-04-27

The questionnaire print layout has been updated to remove scrollbars from historical records such as Education History, Travel History etc. to make it easier to read and print.

🐞 Questionnaire Fixes

2022-03-04

An update was published to allow you to save the country fields in the Questionnaire.

⛔ Form Completion Delays

2022-03-18

We are experiencing a longer than usual processing time for Immigration Forms. Your patience is appreciated as we are working to restore services and improve processing times. For urgent matters, kindly complete the PDFs manually from the data captured in the Intake Questionnaire.

🚀 Multi-file upload

2022-02-09

Document checklists now allow your clients to upload multiple documents at a time to help keep your files organized.

🚀 Questionnaire Update

2022-02-13

The questionnaire design has been modified to remove borders between questions to improve usability and increase efficiency.

NO UPDATES