Known Issues · SFDO Nonprofit Case Management

SFDO Nonprofit Case Management: Inaccurate Client Notes Search Results

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

Clicking the Add Service Delivery button/action from a Client Note generates an error in the Bulk Service Delivery component

SFDO Nonprofit Case Management

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

SFDO Nonprofit Case Management: Client Note’s Component displays error if My Notes list view is deleted.

SFDO Nonprofit Case Management

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

SFDO Nonprofit Case Management: Order of tasks on intake checklist does not align to Action Plans

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...

Fixed in version Nonprofit Cloud Case Management 1.32 ·Reported By 4 ·Updated 2022-06-14

SFDO Nonprofit Case Management: When typing notes in the Client Notes rich text field, the cursor suddenly jumps to the starting line.

SFDO Nonprofit Case Management

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

SFDO Nonprofit Case Management: Users who set their language to French (Canadian) will see UI labels in a mixture of French and English

SFDO Nonprofit Case Management

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

SFDO Nonprofit Case Management: Client Notes autosave deletes all or a part of the note subject

SFDO Nonprofit Case Management

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

SFDO Nonprofit Case Management: Using the client search on the Client Notes sidebar only returns 100 results

SFDO Nonprofit Case Management

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

SFDO Case Management: When creating a new note from the Contact record, the Program Engagement selection doesn't auto populate.

SFDO Nonprofit Case Management

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

SFDO Nonprofit Case Management: Using the client search on the Client Notes sidebar doesn't return expected results.

SFDO Nonprofit Case Management

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