Release Notes: Difference between revisions

From ContactsLaw Documentation
 
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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 250627) ==
== Latest Version (Build 250926) ==


* '''Billing'''
* '''Accounting'''
** [Fix] Error listing time records for a contact.
** [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'''
** [Fix] Duplicate address prompt did not show the updated address.
** [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'''
* '''Documents'''
** [Change] "Author" is now a built-in role that defaults to the current member.
** [Fix] Listing templates with a particular file format produced incorrect results.
** [Change] Document type picker now groups by category.
** [Fix] Exporting templates that depend on other templates (fragments).
** [Change] Document descriptions can now refer to parties/fields defined by the workgroup.
** [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] Default path for document type is now presented as a drop-down (Desktop App).
** [Fix] Opening documents via the DMS App when the filename contains non-ASCII characters.
** [New] Dependencies tab on document type editor (Desktop App).
** [Fix] Word templates where content markers are placed inside Content Controls.
** [New] Document types can now include comments/instructions for users.
** [Change] Inserting tables and other block-level elements into Word documents no longer leaves behind a blank line.
* '''Workgroups'''
** [Change] Parties on documents can now be initially populated with parties on a matter.
** [Fix] Duplicate roles/fields on summary.
** [Change] Document assets can now be mapped to fields containing document hyperlinks.
** [Fix] Parent workgroup hyperlink loses text after update (Desktop App).
** [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'''
* '''Other'''
** [Fix] Inconsistent error messages when switching between servers (Desktop App).
** [Fix] Encrypted data could become unreadable due to mismatch between servers.
** [Fix] Various bugs when editing rich text (Desktop App).
** [Fix] Validation prompts intended to abort the current operation still displayed subsequent prompts (Desktop App).
** [Change] Icons to distinguish between built-in and user-defined roles (Desktop App).
** [Fix] Windows could be shifted off-screen when applying user preferences (Desktop App).
** [Change] Various resources that use categories now display uncategorised items at the bottom.
** [Fix] Dropdowns in grid cells not updating (Desktop App).
** [Change] Reduced flicker when updating various views (Desktop App).
** [Fix] International Direct Dialling (IDD) prefix now removed from caller ID (Desktop App).
** [Change] Removing definitions for parties/fields now also removes their values from matters and documents.
** [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 250612) ==
== Previous Version (Build 250912) ==
 
This version does not affect the Desktop App.
*'''Accounting'''
* '''Accounting'''
**[Fix] Trust receipts by cheque/cash can now ''only'' be processed via bank deposit.
** [Change] General payments subject to GST now warn on validation if the payee is not registered for GST.
**[Change] Compliance improvements for various trust reports.
* '''Contacts'''
**[Change] Capturing/suggesting bank name for receipts by cheque.
** [Fix] Incorrect character casing for countries and suburbs imported from the web service.
**[New] Record of trust statements now retained on matters.
** [New] GST registration status as a separate financial entry type.
**[New] Scheduled job type for generating trust statements.
** [New] ABR search can now pre-fill GST registration status for contacts.
*'''Calendar'''
* '''Documents'''
**[Change] User preferences for calendar/tasks views (Desktop App).
** [Change] Renaming a template now also renames its configurations (unless they were already overridden).
*'''Contacts'''
** [Change] Duplicating a template now also duplicates its configurations.
**[Change] Rules for business short codes (improves matter reference recognition).
** [Change] As an alternative to WebDAV, documents can now be checked out to OneDrive instead.
*'''Documents'''
** [Change] Improved performance when checking document size.
**[Fix] Identifying attachments to emails in MSG format.
** [Change] Folder listings in the DMS App now support pagination.
**[Change] Improved UI for uploading documents (Desktop App).
** [Change] Significant performance improvement when authenticating via MS-OFBA.
**[Change] Uploading large documents (chunked).
* '''Workflow'''
**[Change] Transform attachments during document creation (Desktop App).
** [Change] The values of field assets can now be set directly in rules.
**[Change] Default template for when multiple configurations exist for the same purpose.
* '''Other'''
**[Change] Override description for templates with multiple configurations.
** [Fix] Invalid Markdown caused issues with parsing.
**[Change] Hide workgroup-specific templates from subscription view by default (Desktop App).
** [Fix] Field assets could not be fulfilled in some situations.
**[New] "Compress to ZIP file" transformation.
** [Fix] Removing deleted items from the search index.
**[New] Categories for document types.
** [Change] Field assets now include separate properties for the value of the field and its corresponding text.
**[New] Preview documents during upload.
** [Change] Tables can now be loaded directly from field assets.
*'''Telephony'''
**[Fix] Shortening telephone numbers for dialling purposes.
*'''Workflow'''
**[Fix] Updating conditions in rules.
**[New] Queuing activities (Desktop App).
*'''Other'''
**[Fix] Managing multiple concurrent database engines.
**[Fix] Closing audio recorder during recording/playback (Desktop App).
**[Fix] Drag-and-drop for hyperlinks in grids (Desktop App).
**[Fix] Change detection in various editors (Desktop App).
**[Fix] Scrolling in various editors (Desktop App).
**[Fix] Implementation for <code>Contains()</code> function in expressions.
**[Change] Various subscription/business views can now be filtered by workgroup (Desktop App).
**[Change] Various UI enhancements (Desktop App).
**[Change] Improved editing experience for default values of custom fields (Desktop App).
**[New] Employment Hero integration (import general journals).


== 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 250509|Build 250509]]
* [[Release Notes Build 250417|Build 250417]]
* [[Release Notes Build 250417|Build 250417]]

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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