Traverse Updates

Input fields now match the web version, featuring darker borders for enhanced visibility and easier form navigation; especially for lower screen resolutions.

Entity icons are color-coded, making them easier to identify at a glance.

Manage form and content connections directly from the list view to save time. Click the Top right menu (3 dot menu) and select Connections.

🔗 Clickable Ticket Links in Messages
Jump straight into action! Ticket links shared in messages are now clickable, taking you directly to the ticket details.

📎 View Attachments on Tickets
Need to check a file? You can now view attachments directly from your tickets; no extra steps needed.

🔔 Unread Message Badge for iOS devices
Stay on top of your conversations! You’ll now see a badge on the app icon showing how many unread chat messages you have on your iOS device.

Status change. Get email notifications immediately when an assigned work item changes status.

Work item completed. Get email notifications immediately when a work item you last assigned is completed.

Staff Management will no longer include the permission to view restricted cases. See Controlling access to cases and content to learn more.

Last login now displays the time of the last login when viewing My staff list.

Connection tab case icons. Quickly tell if a case is open, closed, or restricted.

Timeline event warning. You'll receive a warning when adding an event that already exists on the timeline.

Timeline event dates display correct date when added to a timeline.

Separator lines added to the Case details screen make it easier to view the details of a case.

Assigned workers will show if deactivated in Traverse on the Case detail screen.

When editing case details, you can search for Assigned Workers and easily see if a worker is deactivated in Traverse.

Discovery tab. Check out the new Discovery tab to view and interact with the new and improved Events for Cases, new and improved Relationships for People, and Insights for Cases and People.

Discovered events. Let Traverse discover new events within content connected to a case.

Event timelines for Cases. Create case timelines using Traverse Discovered events or add your own custom events.

Suggested connections for People. Traverse will help find possible relationships by analyzing content connected to People.

Connection tab. Now you can view all Connections to an entity in one place.

Combine virtual prints. Select multiple print jobs to submit as a single content item.

Add signatures and annotations to virtual prints. Now you can apply signatures to virtual prints prior to submitting as content item. You can also draw, high-light, and add text.

Update your saved signature.

Apply your saved signature to forms.

Add and update profile photos of clients.

Focus Mode for Cases.

Edit forms in landscape when you rotate your mobile device.

Improved messaging to alert you if a form was deleted or finished in web.

Various bug fixes to improve user experience and backend tasks.

Ada, your agency digital assistant, is here to answer agency specific questions.

Content item summary. Let Traverse generate summaries of content items to save you time.

Manage the collaborators added to your cases.

Share content with collaborators.

View and update connections when finishing a form.

Experience faster sync times.

Improved how form connections display for better usability.

General improvements to forms to increase efficiency.

The process of Taking edit control improved for better experience.

Repeating elements now display correctly on all forms.

Form Conflict notifications pop up when there is more than one version of the form in Traverse. You can opt to create a form conflict if you want to keep both versions of the form.