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 250612) ==
== Latest Version (Build 250926) ==


*'''Accounting'''
* '''Accounting'''
**[Fix] Trust receipts by cheque/cash can now ''only'' be processed via bank deposit.
** [Fix] Filtering accounts in the transaction editor (Desktop App).
**[Change] Compliance improvements for various trust reports.
** [New] Copy command on transaction context menu (Desktop App).
**[Change] Capturing/suggesting bank name for receipts by cheque.
** [New] Transaction importer (Desktop App).
**[New] Record of trust statements now retained on matters.
* '''Calendar'''
**[New] Scheduled job type for generating trust statements.
** [Fix] Microsoft 365 2-way sync could fail if items were deleted from Outlook.
*'''Calendar'''
* '''Contacts'''
**[Change] User preferences for calendar/tasks views (Desktop App).
** [Fix] Saving changes to correspondence when some addresses are inherited (Desktop App).
*'''Contacts'''
** [Fix] Cataloguing information did not always update after changing the template during document creation (Desktop App).
**[Change] Rules for business short codes (improves matter reference recognition).
* '''Documents'''
*'''Documents'''
** [Fix] Listing templates with a particular file format produced incorrect results.
**[Fix] Identifying attachments to emails in MSG format.
** [Fix] Exporting templates that depend on other templates (fragments).
**[Change] Improved UI for uploading documents (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).
**[Change] Uploading large documents (chunked).
** [Fix] Opening documents via the DMS App when the filename contains non-ASCII characters.
**[Change] Transform attachments during document creation (Desktop App).
** [Fix] Word templates where content markers are placed inside Content Controls.
**[Change] Default template for when multiple configurations exist for the same purpose.
** [Change] Inserting tables and other block-level elements into Word documents no longer leaves behind a blank line.
**[Change] Override description for templates with multiple configurations.
** [Change] Parties on documents can now be initially populated with parties on a matter.
**[Change] Hide workgroup-specific templates from subscription view by default (Desktop App).
** [Change] Document assets can now be mapped to fields containing document hyperlinks.
**[New] "Compress to ZIP file" transformation.
** [New] Previews for SVG files.
**[New] Categories for document types.
* '''Workflow'''
**[New] Preview documents during upload.
** [Fix] Deleting forms.
*'''Telephony'''
** [Change] Entry points on processes can no longer trigger other entry points for the same process.
**[Fix] Shortening telephone numbers for dialling purposes.
** [Change] Forms can now be associated with checklist items on matters.
*'''Workflow'''
** [New] Condition type for checklist items.
**[Fix] Updating conditions in rules.
** [New] Automatic clean-up of rule logs.
**[New] Queuing activities (Desktop App).
* '''Other'''
*'''Other'''
** [Fix] Encrypted data could become unreadable due to mismatch between servers.
**[Fix] Managing multiple concurrent database engines.
** [Fix] Validation prompts intended to abort the current operation still displayed subsequent prompts (Desktop App).
**[Fix] Closing audio recorder during recording/playback (Desktop App).
** [Fix] Windows could be shifted off-screen when applying user preferences (Desktop App).
**[Fix] Drag-and-drop for hyperlinks in grids (Desktop App).
** [Fix] Dropdowns in grid cells not updating (Desktop App).
**[Fix] Change detection in various editors (Desktop App).
** [Fix] International Direct Dialling (IDD) prefix now removed from caller ID (Desktop App).
**[Fix] Scrolling in various editors (Desktop App).
** [Fix] Access codes and IDD prefix now added to outgoing calls (Desktop App).
**[Fix] Implementation for <code>Contains()</code> function in expressions.
** [Fix] Telephone number formatting for US, CA, UK, NZ and ZA.
**[Change] Various subscription/business views can now be filtered by workgroup (Desktop App).
** [Fix] Hyperlink fields now display as links on summary views (Desktop App).
**[Change] Various UI enhancements (Desktop App).
** [Change] Ribbon groups now automatically collapse if the window is too narrow (Desktop App).
**[Change] Improved editing experience for default values of custom fields (Desktop App).
** [New] Option to disable spell-checking in Markdown editors (Desktop App).
**[New] Employment Hero integration (import general journals).
** [New] Check size of cache and manually clear data (Desktop App).


== Previous Version (Build 250509) ==
== Previous Version (Build 250912) ==
Only the Desktop App was updated in this build.
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'''
* '''Other'''
** [Fix] Windows 10 compatibility.
** [Fix] Invalid Markdown caused issues with parsing.
** [Fix] Spaces in text fields that did not permit them.
** [Fix] Field assets could not be fulfilled in some situations.
** [Change] Record memos from task/calendar item editor.
** [Fix] Removing deleted items from the search index.
** [Change] Middle-click hyperlinks to open tabs in the background.
** [Change] Field assets now include separate properties for the value of the field and its corresponding text.
** [Change] Microsoft Teams commands for members.
** [Change] Tables can now be loaded directly from field assets.
** [Change] Improved client/server version management.


== 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 250417|Build 250417]]
* [[Release Notes Build 250213|Build 250213]]
* [[Release Notes Build 250213|Build 250213]]

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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