Release Notes: Difference between revisions

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Updates typically affect multiple system components. Notes which relate specifically to the [[Desktop App]] are marked separately.
Updates typically affect multiple system components. Notes which relate specifically to the [[Desktop App]] are marked separately.


== Latest Version (Build 241203) ==
== Latest Version (Build 250213) ==
Only the Desktop App is updated in this build.


* '''Accounting'''
** [Change] Improved transaction validation criteria.
** [Change] Improved account validation criteria.
* '''Billing'''
** [Fix] Time records not grouped correctly.
** [Fix] Time record descriptions not building correctly.
** [New] Workgroup-specific disbursement types.
* '''Calendar'''
** [New] Related documents on task/calendar items.
* '''Contacts'''
* '''Contacts'''
** [Fix] Contact creation (Desktop App).
** [Fix] Validation criteria for individual names.
** [Change] Protection from accidental deletion (Desktop App).
** [Change] Improved detection of duplicate addresses and communication entries.
** [Change] All telephone numbers are now stored in their international form.
** [New] "Party" indicator.
** [New] Ownership indicator for custom domain names.
* '''Daemon'''
** [Fix] Job schedules failed to update upon completion.
* '''Documents'''
* '''Documents'''
** [Fix] Clause picker (Desktop App).
** [Fix] Emails not generating properly on Linux.
** [Fix] Content editor pop-up when dialogs are open (Desktop App).
** [Fix] Improved responsiveness when navigating between folders.
** [Fix] Drag-and-drop from legacy versions (Desktop App).
** [Fix] Recursion error when listing folders.
** [New] Link-only documents.
** [New] Transformation to upgrade legacy text messages.
** [New] Apply transformations to existing documents (Desktop App).
** [New] "Recommended" transformations applied during upload.
** [New] Basic audio player/recorder (Desktop App).
* '''Matters'''
** [Fix] Matter type can no longer be changed after creation.
** [Change] Conflict checking now applies to capacity subjects.
** [Change] Create matters without commencing (Desktop App).
** [New] "Continue on new" command (Desktop App).
* '''Search'''
** [Fix] Issues with searching by historical code.
** [Change] Context menus on search results (Desktop App).
** [Change] Explanations in tooltips for inexact matches (Desktop App).
** [New] Create link-only document or new blank document when adding via hyperlink (Desktop App).
* '''Workflow'''
** [Change] Improved validation for process/form rules.
* '''Other'''
** [Fix] Window border colour on Windows 11 (Desktop App).
** [Fix] Validation errors not showing on specific fields (Desktop App).
** [Fix] Cannot remove member filter from audit log.


== Previous Version (Build 241129) ==
== Previous Version (Build 250106) ==


* '''Accounting'''
** [Fix] Creditor invoice totals incorrect.
** [Fix] Transaction validation criteria.
** [Fix] Transfer transactions missing bank narration field (Desktop App).
** [Change] Transaction listing is now an exportable report.
** [New] Options dialog for EOY Rollover Journal (Desktop App).
* '''Billing'''
** [Change] Time records can be marked non-chargeable.
** [Change] Generating documents from time records.
* '''Businesses'''
** [Fix] Matter codes when business prefix changes.
* '''Calendar'''
** [Change] Different start/end time zones for items.
** [Change] Additional options for recurring items.
** [New] Holiday items, external service (Nager).
* '''Contacts'''
* '''Contacts'''
** [New] Aliases for individuals.
** [Change] Evidence of release for packet items.
** [New] Abbreviated names for entities.
** [New] Financial entries for international bank accounts.
** [New] Safe custody packets and items.
** [New] Register of safe custody report.
** [Change] Search contacts by other trading names, historical trading names and contact fields.
** [Change] Email addresses normalised so domain name always appears lowercase.
** [Change] More intelligent handling of ABR search results.
** [Change] Related documents for financial entries.
** [Change] Separate greeting options for judicial officers.
** [Change] Auto description for mobile phone numbers.
** [Fix] Stop words prevented search from producing results.
* '''Matters'''
** [Change] Infer party type (client/other) from contact only.
* '''Documents'''
* '''Documents'''
** [New] "Annotate if empty" option for content markers in templates.
** [Fix] Resilience when DMS App is unavailable (Desktop App).
** [New] Replies to emails that function more like Outlook.
** [Fix] Table styles in Word templates.
** [New] "Insert feature" for advanced formatting in templates (Desktop App).
** [Fix] Complex Markdown.
** [New] Style management for Word templates.
** [Change] Clause picker no longer modal (Desktop App).
** [New] Clauses (including placeholders).
** [Change] Improved type conversion in expressions.
** [Change] Improved display of asset options when configuring templates (Desktop App).
* '''Other'''
** [Change] Improved handling of table fields.
** [Fix] New window when maximised (Desktop App).
** [Change] Tab spaces automatically convert to features (Desktop App).
** [Change] Improved presentation for parties/fields (Desktop App).
** [Change] Markdown editor supports linked images (Desktop App).
** [Change] Improved change management for REST APIs.
** [Change] Improved copy/paste functionality in template editor.
** [Fix] Limitations on document assembly for Markdown templates.
** [Fix] Template editor didn't create previous versions of Markdown/SMS templates (Desktop App).
** [Fix] Attachments in templates didn't create related documents.
** [Fix] Microsoft 365 integration.
** [Fix] Incorrect time zone in date/time expressions.
* '''Workgroups'''
** [Fix] Setting client's role could fail (Desktop App).
* '''Billing'''
** [Change] Improved responsiveness when pausing/resuming timers (Desktop App).
* '''Workflow'''
** [New] Additional event types for forms (page completed, form completed).
** [New] Instances of forms can be exported/uploaded as HTML documents.
** [New] New rule types for working with individual rows in a table.
** [Change] Events on interactive forms now behave more intuitively.
** [Change] Custom assets have more uses in forms and processes.
** [Change] Easier to switch between process and form editors (Desktop App).
** [Fix] Matter did not pre-fill when starting a process (Desktop App).
** [Fix] Some changes to forms didn't save (Desktop App).
* '''General'''
** [Change] Added clipboard functionality to various text labels (Desktop App).
** [Change] "Show advanced options" enabled if any advanced options have already been set (Desktop App).
** [Fix] Distinction between "blank category" and "no category" (Desktop App).


== Earlier Versions ==
== Earlier Versions ==
TBA
 
* [[Release Notes Build 241203|Build 241203]]
* [[Release Notes Build 241129|Build 241129]]

Latest revision as of 14:22, 13 February 2025

This page lists the changes in each software update for ContactsLaw.

Updates typically affect multiple system components. Notes which relate specifically to the Desktop App are marked separately.

Latest Version (Build 250213)

  • Accounting
    • [Change] Improved transaction validation criteria.
    • [Change] Improved account validation criteria.
  • Billing
    • [Fix] Time records not grouped correctly.
    • [Fix] Time record descriptions not building correctly.
    • [New] Workgroup-specific disbursement types.
  • Calendar
    • [New] Related documents on task/calendar items.
  • Contacts
    • [Fix] Validation criteria for individual names.
    • [Change] Protection from accidental deletion (Desktop App).
    • [Change] Improved detection of duplicate addresses and communication entries.
    • [Change] All telephone numbers are now stored in their international form.
    • [New] "Party" indicator.
    • [New] Ownership indicator for custom domain names.
  • Daemon
    • [Fix] Job schedules failed to update upon completion.
  • Documents
    • [Fix] Emails not generating properly on Linux.
    • [Fix] Improved responsiveness when navigating between folders.
    • [Fix] Drag-and-drop from legacy versions (Desktop App).
    • [Fix] Recursion error when listing folders.
    • [New] Link-only documents.
    • [New] Transformation to upgrade legacy text messages.
    • [New] Apply transformations to existing documents (Desktop App).
    • [New] "Recommended" transformations applied during upload.
    • [New] Basic audio player/recorder (Desktop App).
  • Matters
    • [Fix] Matter type can no longer be changed after creation.
    • [Change] Conflict checking now applies to capacity subjects.
    • [Change] Create matters without commencing (Desktop App).
    • [New] "Continue on new" command (Desktop App).
  • Search
    • [Fix] Issues with searching by historical code.
    • [Change] Context menus on search results (Desktop App).
    • [Change] Explanations in tooltips for inexact matches (Desktop App).
    • [New] Create link-only document or new blank document when adding via hyperlink (Desktop App).
  • Workflow
    • [Change] Improved validation for process/form rules.
  • Other
    • [Fix] Window border colour on Windows 11 (Desktop App).
    • [Fix] Validation errors not showing on specific fields (Desktop App).
    • [Fix] Cannot remove member filter from audit log.

Previous Version (Build 250106)

  • Accounting
    • [Fix] Creditor invoice totals incorrect.
    • [Fix] Transaction validation criteria.
    • [Fix] Transfer transactions missing bank narration field (Desktop App).
    • [Change] Transaction listing is now an exportable report.
    • [New] Options dialog for EOY Rollover Journal (Desktop App).
  • Billing
    • [Change] Time records can be marked non-chargeable.
    • [Change] Generating documents from time records.
  • Businesses
    • [Fix] Matter codes when business prefix changes.
  • Calendar
    • [Change] Different start/end time zones for items.
    • [Change] Additional options for recurring items.
    • [New] Holiday items, external service (Nager).
  • Contacts
    • [Change] Evidence of release for packet items.
  • Documents
    • [Fix] Resilience when DMS App is unavailable (Desktop App).
    • [Fix] Table styles in Word templates.
    • [Fix] Complex Markdown.
    • [Change] Clause picker no longer modal (Desktop App).
    • [Change] Improved type conversion in expressions.
  • Other
    • [Fix] New window when maximised (Desktop App).
    • [Change] Improved presentation for parties/fields (Desktop App).
    • [Change] Improved change management for REST APIs.

Earlier Versions

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