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 250717) ==
== Latest Version (Build 250926) ==


* '''Accounting'''
* '''Accounting'''
** [Fix] Tasks to create transactions no longer include irrelevant properties.
** [Fix] Filtering accounts in the transaction editor (Desktop App).
** [Change] Reconciliation transactions can now be exported in CSV format.
** [New] Copy command on transaction context menu (Desktop App).
* '''Billing'''
** [New] Transaction importer (Desktop App).
** [Change] Tasks to order external services now allow provider-specific information to be pre-filled.
* '''Calendar'''
* '''Calendar'''
** [Change] Editors for tasks and calendar items now load faster (Desktop App).
** [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'''
* '''Documents'''
** [Fix] Template editor now automatically scrolls invalid content specifications and requirements into view during validation.
** [Fix] Listing templates with a particular file format produced incorrect results.
** [New] User preferences for the template editor (Desktop App).
** [Fix] Exporting templates that depend on other templates (fragments).
* '''Matters'''
** [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] Hard copy location can now be referenced in expressions.
** [Fix] Opening documents via the DMS App when the filename contains non-ASCII characters.
** [Fix] The role/member picker did not always include the manager role.
** [Fix] Word templates where content markers are placed inside Content Controls.
** [Change] Matters exported for offline viewing can now include documents and time records.
** [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'''
* '''Workflow'''
** [Fix] Saving subsequent changes in the process editor would sometimes fail (Desktop App).
** [Fix] Deleting forms.
** [Fix] False positive validation errors when starting processes.
** [Change] Entry points on processes can no longer trigger other entry points for the same process.
** [Fix] Entry points not triggering for some processes.
** [Change] Forms can now be associated with checklist items on matters.
** [New] Entry points can now trigger when a document is generated from a template.
** [New] Condition type for checklist items.
** [New] Added conditions for rules that query documents and check custom fields.
** [New] Automatic clean-up of rule logs.
** [New] Assets can now be renamed while editing rules (Desktop App).
** [New] User preferences for the process editor (Desktop App).
* '''Other'''
* '''Other'''
** [Fix] Embedded content would sometimes load with an expired access token (Desktop App).
** [Fix] Encrypted data could become unreadable due to mismatch between servers.
** [Change] Removed delay before loading various views (Desktop App).
** [Fix] Validation prompts intended to abort the current operation still displayed subsequent prompts (Desktop App).
** [New] Users can now override example values in the expression browser (Desktop App).
** [Fix] Windows could be shifted off-screen when applying user preferences (Desktop App).
** [New] Embedded content can now subscribe to push notifications.
** [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 250627) ==
== Previous Version (Build 250912) ==
 
This version does not affect the Desktop App.
*'''Accounting'''
* '''Accounting'''
** [Fix] False positive when validating creditor invoices and disbursement journals.
** [Change] General payments subject to GST now warn on validation if the payee is not registered for GST.
** [Fix] False positive when validating transfer transactions.
** [Change] Transaction types which do not require authorisation are now considered "authorised" immediately.
* '''Billing'''
** [Fix] Error listing time records for a contact.
* '''Contacts'''
* '''Contacts'''
** [Fix] Duplicate address prompt did not show the updated address.
** [Fix] Incorrect character casing for countries and suburbs imported from the web service.
** [Fix] Destruction date appears on previous versions of a contact.
** [New] GST registration status as a separate financial entry type.
** [Fix] Invalid communication entries could display errors instead of validation messages.
** [New] ABR search can now pre-fill GST registration status for contacts.
* '''Documents'''
* '''Documents'''
** [Fix] Template body not displayed after uploading a Markdown document.
** [Change] Renaming a template now also renames its configurations (unless they were already overridden).
** [Fix] Error listing content markers in some Excel templates.
** [Change] Duplicating a template now also duplicates its configurations.
** [Change] "Author" is now a built-in role that defaults to the current member.
** [Change] As an alternative to WebDAV, documents can now be checked out to OneDrive instead.
** [Change] Document type picker now groups by category.
** [Change] Improved performance when checking document size.
** [Change] Document descriptions can now refer to parties/fields defined by the workgroup.
** [Change] Folder listings in the DMS App now support pagination.
** [Change] Default path for document type is now presented as a drop-down (Desktop App).
** [Change] Significant performance improvement when authenticating via MS-OFBA.
** [Change] Resources referenced by template configurations now appear as dependencies.
** [Change] Document type picker now distinguishes between workgroups (Desktop App).
** [New] Dependencies tab on document type editor (Desktop App).
** [New] Document types can now include comments/instructions for users.
* '''Workflow'''
* '''Workflow'''
** [Fix] Changes to process rules did not trigger the creation of previous versions.
** [Change] The values of field assets can now be set directly in rules.
* '''Workgroups'''
** [Fix] Duplicate roles/fields on summary.
** [Fix] Parent workgroup hyperlink loses text after update (Desktop App).
** [Fix] List of assets did not update when changing parent workgroup (Desktop App).
* '''Other'''
* '''Other'''
** [Fix] Inconsistent error messages when switching between servers (Desktop App).
** [Fix] Invalid Markdown caused issues with parsing.
** [Fix] Various bugs when editing rich text (Desktop App).
** [Fix] Field assets could not be fulfilled in some situations.
** [Fix] Push notifications continued to be sent after tabs closed (Desktop App).
** [Fix] Removing deleted items from the search index.
** [Change] Icons to distinguish between built-in and user-defined roles (Desktop App).
** [Change] Field assets now include separate properties for the value of the field and its corresponding text.
** [Change] Various resources that use categories now display uncategorised items at the bottom.
** [Change] Tables can now be loaded directly from field assets.
** [Change] Reduced flicker when updating various views (Desktop App).
** [Change] Removing definitions for parties/fields now also removes their values from matters and documents.
** [Change] Ongoing implementation of change detection in editors (Desktop App).


== 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 250612|Build 250612]]
* [[Release Notes Build 250509|Build 250509]]
* [[Release Notes Build 250509|Build 250509]]

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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