
Community Fluency
Constituent Service Companion
About
What's New in Community Fluency
1.0.3
July 20, 2024
1. Saving notes as cases ● Add to existing New Note form ● Checkbox for “Create as New Case” 2. Assigning case to user ● Part of existing New Note form ● If they check off create case, pops up optional users list ● User receives email that case is assigned to them (same as web) 3. Reassign case to user ● Requires fully new “edit case” modal or screen ● Dropdown for reassigning user handling case ● New api endpoints for editing case 4. Add constituent on group page ● On the individual group page, adds a new button for “add constituent” ● Users perform a lookup by name, email etc, similar to the search page ● select a constituent, click “add to group” 5. Remove constituents from group ● Swipe left to remove person on group page ● Each person on the group will have a remove/delete button ● click to remove, gives message verifying intent 6. Add/remove groups on constituent page ● If on constituent page, new button to add a group ● brings up a dropdown of all groups ● select one and update ● Also has “edit mode” where you can remove any group (hopefully similar to above)
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