Known Issues · SFDO Nonprofit Case Management
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...
In Review ·Reported By 3 ·Updated 14 days ago
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.
In Review ·Reported By 1 ·Updated 14 days ago
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...
In Review ·Reported By 0 ·Updated 14 days ago
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 13 ·Updated 2022-03-22
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
When attempting to edit the Contact Lightning Record page, a component error is displayed: Message: Uncaught Failed to initialize a component [Definition does not exist on the client for descriptor:markup://sfa:outputNameWithHierarchyIcon. Client side caches have been cleared. Please reload the page.] Callback...
Fixed in version Version 1.22 ·Reported By 6 ·Updated 2021-03-10
When navigating to the Intake page, getting error on Case page components (both Inbound Referral and Outbound Referral)
Fixed in version Case Management Version 1.17 ·Reported By 1 ·Updated 2020-10-06
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