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 250417) ==
== Latest Version (Build 250926) ==


* '''Accounting'''
* '''Accounting'''
** [Fix] Pre-filling transaction particulars from contacts.
** [Fix] Filtering accounts in the transaction editor (Desktop App).
** [Change] Transactions can now be held for review.
** [New] Copy command on transaction context menu (Desktop App).
** [Change] Transaction authority can now be revoked.
** [New] Transaction importer (Desktop App).
** [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'''
* '''Calendar'''
** [New] Read/unread status for task/calendar items.
** [Fix] Microsoft 365 2-way sync could fail if items were deleted from Outlook.
* '''Contacts'''
* '''Contacts'''
** [Fix] Duplicate detection.
** [Fix] Saving changes to correspondence when some addresses are inherited (Desktop App).
** [New] Financial entry verification.
** [Fix] Cataloguing information did not always update after changing the template during document creation (Desktop App).
* '''Documents'''
* '''Documents'''
** [Fix] New blank document command (Desktop App).
** [Fix] Listing templates with a particular file format produced incorrect results.
** [Fix] Invalid markup when inserting tables into Word documents.
** [Fix] Exporting templates that depend on other templates (fragments).
** [Fix] Authentication errors (DMS 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).
** [Fix] Potential race condition when deleting documents.
** [Fix] Opening documents via the DMS App when the filename contains non-ASCII characters.
** [Fix] Better detection of inline attachments to emails.
** [Fix] Word templates where content markers are placed inside Content Controls.
** [Change] Convert from MSG to EML before extracting attachments.
** [Change] Inserting tables and other block-level elements into Word documents no longer leaves behind a blank line.
** [Change] Streamline page counting for PDFs.
** [Change] Parties on documents can now be initially populated with parties on a matter.
** [New] Bottom-up mode for creating briefs.
** [Change] Document assets can now be mapped to fields containing document hyperlinks.
** [New] Additional document conversions.
** [New] Previews for SVG files.
** [New] Page stamping for PDFs.
* '''Workflow'''
* '''Workflow'''
** [Fix] Updating addresses and communication entries using rules.
** [Fix] Deleting forms.
** [Fix] Potentially unreachable entry points.
** [Change] Entry points on processes can no longer trigger other entry points for the same process.
** [New] Additional rule types.
** [Change] Forms can now be associated with checklist items on matters.
** [New] Indirect activities, treat processes as activities.
** [New] Condition type for checklist items.
** [New] Process categories.
** [New] Automatic clean-up of rule logs.
* '''Other'''
* '''Other'''
** [Fix] Expressions with mixed data types.
** [Fix] Encrypted data could become unreadable due to mismatch between servers.
** [Change] Improved user experience for activities launched from editors (Desktop App).
** [Fix] Validation prompts intended to abort the current operation still displayed subsequent prompts (Desktop App).
** [Change] Implemented change detection in various editors.
** [Fix] Windows could be shifted off-screen when applying user preferences (Desktop App).
** [Change] Updates to design language (Desktop App).
** [Fix] Dropdowns in grid cells not updating (Desktop App).
** [Change] Improved user experience when working with editable grids (Desktop App).
** [Fix] International Direct Dialling (IDD) prefix now removed from caller ID (Desktop App).
** [New] Audio player/recorder plug-in (Desktop App).
** [Fix] Access codes and IDD prefix now added to outgoing calls (Desktop App).
** [New] Microsoft Teams plug-in (Desktop App).
** [Fix] Telephone number formatting for US, CA, UK, NZ and ZA.
** [New] External linking to resources (Desktop App).
** [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 250213) ==
== Previous Version (Build 250912) ==
 
This version does not affect the Desktop App.
*'''Accounting'''
* '''Accounting'''
** [Change] Improved transaction validation criteria.
** [Change] General payments subject to GST now warn on validation if the payee is not registered for GST.
** [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] Validation criteria for individual names.
** [Fix] Incorrect character casing for countries and suburbs imported from the web service.
** [Change] Protection from accidental deletion (Desktop App).
** [New] GST registration status as a separate financial entry type.
** [Change] Improved detection of duplicate addresses and communication entries.
** [New] ABR search can now pre-fill GST registration status for contacts.
** [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] Emails not generating properly on Linux.
** [Change] Renaming a template now also renames its configurations (unless they were already overridden).
** [Fix] Improved responsiveness when navigating between folders.
** [Change] Duplicating a template now also duplicates its configurations.
** [Fix] Drag-and-drop from legacy versions (Desktop App).
** [Change] As an alternative to WebDAV, documents can now be checked out to OneDrive instead.
** [Fix] Recursion error when listing folders.
** [Change] Improved performance when checking document size.
** [New] Link-only documents.
** [Change] Folder listings in the DMS App now support pagination.
** [New] Transformation to upgrade legacy text messages.
** [Change] Significant performance improvement when authenticating via MS-OFBA.
** [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'''
* '''Workflow'''
** [Change] Improved validation for process/form rules.
** [Change] The values of field assets can now be set directly in rules.
* '''Other'''
* '''Other'''
** [Fix] Window border colour on Windows 11 (Desktop App).
** [Fix] Invalid Markdown caused issues with parsing.
** [Fix] Validation errors not showing on specific fields (Desktop App).
** [Fix] Field assets could not be fulfilled in some situations.
** [Fix] Cannot remove member filter from audit log.
** [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 ==
== 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 250106|Build 250106]]
* [[Release Notes Build 241203|Build 241203]]
* [[Release Notes Build 241203|Build 241203]]
* [[Release Notes Build 241129|Build 241129]]
* [[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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