One of AgileCase’s core missions is to consistently bring more value to customers. This release delivers a modern email experience plus several usability improvements.
Dashboard configuration#
- Choose which sections appear on your dashboard so you only see what matters to your case flow.
- Access settings via the company settings header.
New case form fields#
- Configure which fields appear on case creation for each case type.
- Reduce noise by hiding fields you don’t need and speed up case creation.
Related cases#
- New “Related Cases” tab lists cases for the same client or linked contacts.
- Toggle how many related cases to show and whether inactive cases are displayed.
New email interface#
- Full-screen editor with tables, emojis, media attachments, and template editing.
- Use standard or document email templates quickly, including complex table-aware templates.
Selectable row email templates#
- Build a single template that pulls data from specific rows in custom field tables.
- Generate multiple documents from one template without duplicating work.
For more details, check the linked docs in each section and start streamlining your day-to-day communications.