June 2009

In this issue:

• Best Case Reporting Features
• User-Defined Fields
• Access Recent Cases

Feature Spotlight: Best Case Reporting Features

Easily manage and review your client cases with Best Case reporting features. Print or create a PDF file to share with your firm.

Run a report of all active clients:

1. Open the Client List window, select the Active tab
2. Click the Report button, located at the bottom of the Client List window
3. Select Print Client List, the report opens in a separate window
4. In the top menu bar, choose from Create a PDF file, Print this page or Send pages to printer

Display a summary of all client cases

1. In the Client List, click the Report button, located at the bottom of the Client List window
2. Select Print Client Summary, the report opens in a separate window
3. In the top menu bar, choose from Create a PDF file, Print this page or Send pages to printer

Insights: User-Defined Fields Help Capture Custom Client Data

Best Case grants you the flexibility to collect customized client data. Capture information in text, date and dollar amount fields or check boxes.

Add an Emergency Contact text field:

1. Open the Client List window, then select the Notes/Status button
2. Select the User Defined 1 tab
3. Click, Edit Field Prompts
4. In an unused field, enter the new field name, "Emergency Contact" in the Field Prompt Text box, and then enter the Field Tip Text (optional). This text appears when a user hovers their mouse over the field.
5. Click OK

Shortcuts: Access Recent Cases

Save time! Instead of opening your client window and searching for a client, open to a list of client cases you've been working on with the Last button in the top tool bar.

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Thank you for all your positive feedback. Keep it coming, it's important to know what topics you want to see in Spotlight. You, the Best Case user, drive the content of this newsletter. Email us now at spotlight@bestcase.com to provide us with your best practices, topic suggestions and feedback.