Community Fluency

1. Saving notes as cases
● Add to existing New Note form
● Checkbox for “Create as New Case”
2. Assigning case to user
● Part of existing New Note form
● If they check off create case, pops up optional users list
● User receives email that case is assigned to them (same as web)
3. Reassign case to user
● Requires fully new “edit case” modal or screen
● Dropdown for reassigning user handling case
● New api endpoints for editing case
4. Add constituent on group page
● On the individual group page, adds a new button for “add constituent”
● Users perform a lookup by name, email etc, similar to the search page
● select a constituent, click “add to group”
5. Remove constituents from group
● Swipe left to remove person on group page
● Each person on the group will have a remove/delete button
● click to remove, gives message verifying intent
6. Add/remove groups on constituent page
● If on constituent page, new button to add a group
● brings up a dropdown of all groups
● select one and update
● Also has “edit mode” where you can remove any group (hopefully similar to above) Show More