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 250509) ==
Only the Desktop App was updated in this build.
Only the Desktop App was updated in this build.


* '''Contacts'''
* '''Other'''
** [Fix] Contact creation (Desktop App).
** [Fix] Windows 10 compatibility.
* '''Documents'''
** [Fix] Spaces in text fields that did not permit them.
** [Fix] Clause picker (Desktop App).
** [Change] Record memos from task/calendar item editor.
** [Fix] Content editor pop-up when dialogs are open (Desktop App).
** [Change] Middle-click hyperlinks to open tabs in the background.
** [Change] Microsoft Teams commands for members.
** [Change] Improved client/server version management.


== Previous Version (Build 241129) ==
== Previous Version (Build 250417) ==


*'''Accounting'''
** [Fix] Pre-filling transaction particulars from contacts.
** [Change] Transactions can now be held for review.
** [Change] Transaction authority can now be revoked.
** [Change] Improved editors for invoice allocations and disbursement write-offs (Desktop App).
** [Change] Warning if transaction particulars differ from financial entries on payee.
** [New] Transaction fees and surcharges (including credit card surcharges).
** [New] Transaction requests listing.
* '''Billing'''
** [Fix] Clients not notified when time records changed/deleted by work items.
** [Change] Invoice templates can now draw upon product charge policies.
* '''Calendar'''
** [New] Read/unread status for task/calendar items.
* '''Contacts'''
* '''Contacts'''
** [New] Aliases for individuals.
** [Fix] Duplicate detection.
** [New] Abbreviated names for entities.
** [New] Financial entry verification.
** [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] New blank document command (Desktop App).
** [New] Replies to emails that function more like Outlook.
** [Fix] Invalid markup when inserting tables into Word documents.
** [New] "Insert feature" for advanced formatting in templates (Desktop App).
** [Fix] Authentication errors (DMS App).
** [New] Style management for Word templates.
** [Fix] Potential race condition when deleting documents.
** [New] Clauses (including placeholders).
** [Fix] Better detection of inline attachments to emails.
** [Change] Improved display of asset options when configuring templates (Desktop App).
** [Change] Convert from MSG to EML before extracting attachments.
** [Change] Improved handling of table fields.
** [Change] Streamline page counting for PDFs.
** [Change] Tab spaces automatically convert to features (Desktop App).
** [New] Bottom-up mode for creating briefs.
** [Change] Markdown editor supports linked images (Desktop App).
** [New] Additional document conversions.
** [Change] Improved copy/paste functionality in template editor.
** [New] Page stamping for PDFs.
** [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'''
* '''Workflow'''
** [New] Additional event types for forms (page completed, form completed).
** [Fix] Updating addresses and communication entries using rules.
** [New] Instances of forms can be exported/uploaded as HTML documents.
** [Fix] Potentially unreachable entry points.
** [New] New rule types for working with individual rows in a table.
** [New] Additional rule types.
** [Change] Events on interactive forms now behave more intuitively.
** [New] Indirect activities, treat processes as activities.
** [Change] Custom assets have more uses in forms and processes.
** [New] Process categories.
** [Change] Easier to switch between process and form editors (Desktop App).
* '''Other'''
** [Fix] Matter did not pre-fill when starting a process (Desktop App).
** [Fix] Expressions with mixed data types.
** [Fix] Some changes to forms didn't save (Desktop App).
** [Change] Improved user experience for activities launched from editors (Desktop App).
* '''General'''
** [Change] Implemented change detection in various editors.
** [Change] Added clipboard functionality to various text labels (Desktop App).
** [Change] Updates to design language (Desktop App).
** [Change] "Show advanced options" enabled if any advanced options have already been set (Desktop App).
** [Change] Improved user experience when working with editable grids (Desktop App).
** [Fix] Distinction between "blank category" and "no category" (Desktop App).
** [New] Audio player/recorder plug-in (Desktop App).
** [New] Microsoft Teams plug-in (Desktop App).
** [New] External linking to resources (Desktop App).


== Earlier Versions ==
== Earlier Versions ==


* [[Release Notes Build 250213|Build 250213]]
* [[Release Notes Build 250106|Build 250106]]
* [[Release Notes Build 241203|Build 241203]]
* [[Release Notes Build 241129|Build 241129]]
* [[Release Notes Build 241129|Build 241129]]

Latest revision as of 11:38, 9 May 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 250509)

Only the Desktop App was updated in this build.

  • Other
    • [Fix] Windows 10 compatibility.
    • [Fix] Spaces in text fields that did not permit them.
    • [Change] Record memos from task/calendar item editor.
    • [Change] Middle-click hyperlinks to open tabs in the background.
    • [Change] Microsoft Teams commands for members.
    • [Change] Improved client/server version management.

Previous Version (Build 250417)

  • Accounting
    • [Fix] Pre-filling transaction particulars from contacts.
    • [Change] Transactions can now be held for review.
    • [Change] Transaction authority can now be revoked.
    • [Change] Improved editors for invoice allocations and disbursement write-offs (Desktop App).
    • [Change] Warning if transaction particulars differ from financial entries on payee.
    • [New] Transaction fees and surcharges (including credit card surcharges).
    • [New] Transaction requests listing.
  • Billing
    • [Fix] Clients not notified when time records changed/deleted by work items.
    • [Change] Invoice templates can now draw upon product charge policies.
  • Calendar
    • [New] Read/unread status for task/calendar items.
  • Contacts
    • [Fix] Duplicate detection.
    • [New] Financial entry verification.
  • Documents
    • [Fix] New blank document command (Desktop App).
    • [Fix] Invalid markup when inserting tables into Word documents.
    • [Fix] Authentication errors (DMS App).
    • [Fix] Potential race condition when deleting documents.
    • [Fix] Better detection of inline attachments to emails.
    • [Change] Convert from MSG to EML before extracting attachments.
    • [Change] Streamline page counting for PDFs.
    • [New] Bottom-up mode for creating briefs.
    • [New] Additional document conversions.
    • [New] Page stamping for PDFs.
  • Workflow
    • [Fix] Updating addresses and communication entries using rules.
    • [Fix] Potentially unreachable entry points.
    • [New] Additional rule types.
    • [New] Indirect activities, treat processes as activities.
    • [New] Process categories.
  • Other
    • [Fix] Expressions with mixed data types.
    • [Change] Improved user experience for activities launched from editors (Desktop App).
    • [Change] Implemented change detection in various editors.
    • [Change] Updates to design language (Desktop App).
    • [Change] Improved user experience when working with editable grids (Desktop App).
    • [New] Audio player/recorder plug-in (Desktop App).
    • [New] Microsoft Teams plug-in (Desktop App).
    • [New] External linking to resources (Desktop App).

Earlier Versions

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