1. LESSER KNOWN FACTS AND FEATURES
2017 Tips and Tricks
LESSER KNOWN FACTS AND FEATURES

2. Main Search Screen
Power Search – Google like Search
Soundex and Phonetic functionality (since 4.4)

3. Main Search Screen
On-Line User Manual and Integrated context-sensitive Help

4. My View
Configurable for Particular User
Start Screen for User

5. My View Reminders – Priorities on top and in red (since 4.7)
Re-assign Referrals, Court Dates, Reminders (since 5.3)

6. Person Screen
User Column Preferences on Tabs (since 6.0)

7. Person Screen
Criminal History - Attachments and Scanning

8. Statewide Button – 4 States with others soon to come
Person Screen

9. Subscriptions
Person Screen

10. Referral/Case
Charge Grids

11. Referral/Case
Charge Language - "Previous" and "Next" (since 4.4)

12. Referral/Case eMail, Court Face Sheet, Person Screen icons (since 4.4)
Copy events, dates, documents, and witnesses to codefendant (since 4.5)

13. Referral/Case Short cut back to Search Screen
Checklists (Case and Referral)

14. Referral/Case
Bonds (Case and Charge) (since 4.6)

15. Referral/Case
Probation Violations button (since 4.5)

16. Referral/Case
Jury Instructions button – Westlaw (since 5.4)

17. Tabs
Charge – Configure Referral/Charge Description

18. Tabs
Documents - Make Documents Confidential (since 4.6)

19. Tabs
Court Dates - Track # Days in Court (since 5.1)

20. Tabs
Charge Sentencing - Save Sentence and Retrieve (since 5.2)

21. Tabs Charges – Westlaw (since 5.4)
Charges Traffic Tab – detailed BAC info, other info (since 4.6)

22. Tabs
Court Dates – Served, "Called Off” Witnesses (since 4.5)

23. WITNESSES Court button shows upcoming court dates (since 4.4)
Person Unavailability (since 4.5)

24. WITNESSES
Brady – label, pop up warnings

25. WITNESSES
Brady – reminders

26. WITNESSES
Rename witness flags (since 4.7)
Associate witness/charges

27. WITNESSES
“J. Doe Witnesses

28. Reports Save Report Criteria Charge inquiry case reporting types
event report
Audit Reports – user, user logons, case, person (since 5.3)

29. Reports Legal Inquiry – Nonlegal staff included (since 4.7)
Reminder Report

30. Maintenance Menu Users – Signature on User Profile (since 5.0)
Users – assign new user i.d., Bar # (since 5.4)

31. Maintenance Menu Authorizations – Person, Cases, Documents, Reports
Events - Prompt cancel all future dates w/ Disposition (since 4.5)

32. Maintenance Menu Events - Add Program Groups (since 4.7)
Events - Automatically apply Victim Services (since 5.3)

33. Maintenance Menu
Setting Master–
Custom Dockets

34. Maintenance Menu
Templates –
Receipts

35. Maintenance Menu
Templates –
Criminal History

36. Maintenance Menu
Full Case Display

37. Questions?

38. Karpel Solutions 9717 Landmark Parkway Drive Suite 200 St
Karpel Solutions 9717 Landmark Parkway Drive Suite 200 St. Louis, MO Pippa Barrett Trainer/Project Manager