Known Issues · SFDO Nonprofit Case Management
When using a list view that is over 2000 records in the Client Notes tab, the client search to narrow down the results to a specific client doesn't always return the correct results.
In Review ·Reported By 14 ·Updated 2022-11-28
If Lightning Web Security is disabled, Case Management customers will receive a Lightning error when clicking the "Add Service Delivery" button/action from a Client Note. This error is overlayed on the Bulk Service Delivery component. See below for an example of the error message: Message: [can't...
In Review ·Reported By 0 ·Updated 2022-11-28
When the packaged My Notes list view on the client note object is deleted, the client notes custom page will throw an error when loaded.
In Review ·Reported By 2 ·Updated 2022-11-04
In an Action Plan Template, the template items (tasks) are currently ordered by the creation date and the days to complete fields. In Action Plans, the action plan items are currently ordered by the due date. i.e. Tasks whose due dates are earlier are shown first. The intake checklist does not respect...
Fixed in version Nonprofit Cloud Case Management 1.32 ·Reported By 4 ·Updated 2022-06-14
For existing Client Notes, going back to add in additional text can sometimes cause the cursor to jump back to the beginning of the note while typing/autosaving.
Fixed in version Nonprofit Cloud Case Management 1.32 ·Reported By 2 ·Updated 2022-06-14
The Case Management package contains undocumented French (Canadian) translations. These were introduced in an early release of the package and have not been updated since. Although French is the default backup language for French (Canadian), users who set their language to French (Canadian) will...
Fixed in version Nonprofit Cloud Case Management 1.32 ·Reported By 1 ·Updated 2022-06-14
New client notes revert to the Untitled Note subject when auto-save happens during data entry
Fixed in version Nonprofit Cloud Case Management 1.31 ·Reported By 0 ·Updated 2021-11-17
When an organization has a large number of client notes, using the client search on the Client Notes sidebar only returns 100 results.
Fixed in version Nonprofit Cloud Case Management 1.28 ·Reported By 2 ·Updated 2021-08-04
When a user attempts to create a new note from the contact record, that contact's program engagement records are not available for selection.
Fixed in version Nonprofit Cloud Case Management 1.26 ·Reported By 2 ·Updated 2021-06-02
When an organization has a large number of client notes, using the client search on the Client Notes sidebar doesn't return expected results.
Fixed in version Nonprofit Cloud Case Management 1.26 ·Reported By 1 ·Updated 2021-06-02
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