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 241129) ==
== Latest Version (Build 250926) ==


* '''Accounting'''
** [Fix] Filtering accounts in the transaction editor (Desktop App).
** [New] Copy command on transaction context menu (Desktop App).
** [New] Transaction importer (Desktop App).
* '''Calendar'''
** [Fix] Microsoft 365 2-way sync could fail if items were deleted from Outlook.
* '''Contacts'''
* '''Contacts'''
** [New] Aliases for individuals.
** [Fix] Saving changes to correspondence when some addresses are inherited (Desktop App).
** [New] Abbreviated names for entities.
** [Fix] Cataloguing information did not always update after changing the template during document creation (Desktop App).
** [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] Listing templates with a particular file format produced incorrect results.
** [New] Replies to emails that function more like Outlook.
** [Fix] Exporting templates that depend on other templates (fragments).
** [New] "Insert feature" for advanced formatting in templates (Desktop App).
** [Fix] Templates with mismatched BEGIN and END markers could cause document generation to fail (errors are supposed to appear as comments in the final document).
** [New] Style management for Word templates.
** [Fix] Opening documents via the DMS App when the filename contains non-ASCII characters.
** [New] Clauses (including placeholders).
** [Fix] Word templates where content markers are placed inside Content Controls.
** [Change] Improved display of asset options when configuring templates (Desktop App).
** [Change] Inserting tables and other block-level elements into Word documents no longer leaves behind a blank line.
** [Change] Improved handling of table fields.
** [Change] Parties on documents can now be initially populated with parties on a matter.
** [Change] Tab spaces automatically convert to features (Desktop App).
** [Change] Document assets can now be mapped to fields containing document hyperlinks.
** [Change] Markdown editor supports linked images (Desktop App).
** [New] Previews for SVG files.
** [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'''
* '''Workflow'''
** [New] Additional event types for forms (page completed, form completed).
** [Fix] Deleting forms.
** [New] Instances of forms can be exported/uploaded as HTML documents.
** [Change] Entry points on processes can no longer trigger other entry points for the same process.
** [New] New rule types for working with individual rows in a table.
** [Change] Forms can now be associated with checklist items on matters.
** [Change] Events on interactive forms now behave more intuitively.
** [New] Condition type for checklist items.
** [Change] Custom assets have more uses in forms and processes.
** [New] Automatic clean-up of rule logs.
** [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] Encrypted data could become unreadable due to mismatch between servers.
** [Fix] Some changes to forms didn't save (Desktop App).
** [Fix] Validation prompts intended to abort the current operation still displayed subsequent prompts (Desktop App).
* '''General'''
** [Fix] Windows could be shifted off-screen when applying user preferences (Desktop App).
** [Change] Added clipboard functionality to various text labels (Desktop App).
** [Fix] Dropdowns in grid cells not updating (Desktop App).
** [Change] "Show advanced options" enabled if any advanced options have already been set (Desktop App).
** [Fix] International Direct Dialling (IDD) prefix now removed from caller ID (Desktop App).
** [Fix] Distinction between "blank category" and "no category" (Desktop App).
** [Fix] Access codes and IDD prefix now added to outgoing calls (Desktop App).
** [Fix] Telephone number formatting for US, CA, UK, NZ and ZA.
** [Fix] Hyperlink fields now display as links on summary views (Desktop App).
** [Change] Ribbon groups now automatically collapse if the window is too narrow (Desktop App).
** [New] Option to disable spell-checking in Markdown editors (Desktop App).
** [New] Check size of cache and manually clear data (Desktop App).


== Previous Versions ==
== Previous Version (Build 250912) ==
TBA
This version does not affect the Desktop App.
* '''Accounting'''
** [Change] General payments subject to GST now warn on validation if the payee is not registered for GST.
* '''Contacts'''
** [Fix] Incorrect character casing for countries and suburbs imported from the web service.
** [New] GST registration status as a separate financial entry type.
** [New] ABR search can now pre-fill GST registration status for contacts.
* '''Documents'''
** [Change] Renaming a template now also renames its configurations (unless they were already overridden).
** [Change] Duplicating a template now also duplicates its configurations.
** [Change] As an alternative to WebDAV, documents can now be checked out to OneDrive instead.
** [Change] Improved performance when checking document size.
** [Change] Folder listings in the DMS App now support pagination.
** [Change] Significant performance improvement when authenticating via MS-OFBA.
* '''Workflow'''
** [Change] The values of field assets can now be set directly in rules.
* '''Other'''
** [Fix] Invalid Markdown caused issues with parsing.
** [Fix] Field assets could not be fulfilled in some situations.
** [Fix] Removing deleted items from the search index.
** [Change] Field assets now include separate properties for the value of the field and its corresponding text.
** [Change] Tables can now be loaded directly from field assets.
 
== Earlier Versions ==
 
* [[Release Notes Build 250905|Build 250905]]
* [[Release Notes Build 250814|Build 250814]]
* [[Release Notes Build 250717|Build 250717]]
* [[Release Notes Build 250627|Build 250627]]
* [[Release Notes Build 250612|Build 250612]]
* [[Release Notes Build 250509|Build 250509]]
* [[Release Notes Build 250417|Build 250417]]
* [[Release Notes Build 250213|Build 250213]]
* [[Release Notes Build 250106|Build 250106]]
* [[Release Notes Build 241203|Build 241203]]
* [[Release Notes Build 241129|Build 241129]]

Latest revision as of 16:17, 26 September 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 250926)

  • Accounting
    • [Fix] Filtering accounts in the transaction editor (Desktop App).
    • [New] Copy command on transaction context menu (Desktop App).
    • [New] Transaction importer (Desktop App).
  • Calendar
    • [Fix] Microsoft 365 2-way sync could fail if items were deleted from Outlook.
  • Contacts
    • [Fix] Saving changes to correspondence when some addresses are inherited (Desktop App).
    • [Fix] Cataloguing information did not always update after changing the template during document creation (Desktop App).
  • Documents
    • [Fix] Listing templates with a particular file format produced incorrect results.
    • [Fix] Exporting templates that depend on other templates (fragments).
    • [Fix] Templates with mismatched BEGIN and END markers could cause document generation to fail (errors are supposed to appear as comments in the final document).
    • [Fix] Opening documents via the DMS App when the filename contains non-ASCII characters.
    • [Fix] Word templates where content markers are placed inside Content Controls.
    • [Change] Inserting tables and other block-level elements into Word documents no longer leaves behind a blank line.
    • [Change] Parties on documents can now be initially populated with parties on a matter.
    • [Change] Document assets can now be mapped to fields containing document hyperlinks.
    • [New] Previews for SVG files.
  • Workflow
    • [Fix] Deleting forms.
    • [Change] Entry points on processes can no longer trigger other entry points for the same process.
    • [Change] Forms can now be associated with checklist items on matters.
    • [New] Condition type for checklist items.
    • [New] Automatic clean-up of rule logs.
  • Other
    • [Fix] Encrypted data could become unreadable due to mismatch between servers.
    • [Fix] Validation prompts intended to abort the current operation still displayed subsequent prompts (Desktop App).
    • [Fix] Windows could be shifted off-screen when applying user preferences (Desktop App).
    • [Fix] Dropdowns in grid cells not updating (Desktop App).
    • [Fix] International Direct Dialling (IDD) prefix now removed from caller ID (Desktop App).
    • [Fix] Access codes and IDD prefix now added to outgoing calls (Desktop App).
    • [Fix] Telephone number formatting for US, CA, UK, NZ and ZA.
    • [Fix] Hyperlink fields now display as links on summary views (Desktop App).
    • [Change] Ribbon groups now automatically collapse if the window is too narrow (Desktop App).
    • [New] Option to disable spell-checking in Markdown editors (Desktop App).
    • [New] Check size of cache and manually clear data (Desktop App).

Previous Version (Build 250912)

This version does not affect the Desktop App.

  • Accounting
    • [Change] General payments subject to GST now warn on validation if the payee is not registered for GST.
  • Contacts
    • [Fix] Incorrect character casing for countries and suburbs imported from the web service.
    • [New] GST registration status as a separate financial entry type.
    • [New] ABR search can now pre-fill GST registration status for contacts.
  • Documents
    • [Change] Renaming a template now also renames its configurations (unless they were already overridden).
    • [Change] Duplicating a template now also duplicates its configurations.
    • [Change] As an alternative to WebDAV, documents can now be checked out to OneDrive instead.
    • [Change] Improved performance when checking document size.
    • [Change] Folder listings in the DMS App now support pagination.
    • [Change] Significant performance improvement when authenticating via MS-OFBA.
  • Workflow
    • [Change] The values of field assets can now be set directly in rules.
  • Other
    • [Fix] Invalid Markdown caused issues with parsing.
    • [Fix] Field assets could not be fulfilled in some situations.
    • [Fix] Removing deleted items from the search index.
    • [Change] Field assets now include separate properties for the value of the field and its corresponding text.
    • [Change] Tables can now be loaded directly from field assets.

Earlier Versions

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