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 241203) ==
== Latest Version (Build 251211) ==
Only the Desktop App is updated in this build.


* '''Accounting'''
** [Change] Sub-ledgers of ''Accounts Payable'' are now required to be creditor contacts.
** [New] Reports for ledger balances grouped by matter or contact for any account (previously only available for ''Monies Held on Trust'').
* '''Calendar'''
** [Change] To-do items can now be marked as complete from the properties window (Desktop App).
* '''Contacts'''
* '''Contacts'''
** [Fix] Contact creation (Desktop App).
** [New] Age for individual contacts.
* '''Documents'''
* '''Documents'''
** [Fix] Clause picker (Desktop App).
** [Fix] Images no longer appearing in Word documents (e.g. due to conditional blocks) are now removed.
** [Fix] Content editor pop-up when dialogs are open (Desktop App).
** [Fix] Service accounts could not be used to send emails using Microsoft 365.
** [Fix] Document type was not applied when generating documents non-interactively.
** [Change] Improved compatibility when inserting SVG images into Word documents.
** [Change] Filter documents by term (Desktop App).
** [New] Markdown templates can be used to generate HTML files.
** [New] Format-specific options for templates.
* '''Matters'''
** [Change] Fields no longer shown on matter summary if not defined on the workgroup (Desktop App).
** [Change] API improvements for working with lists of matters, as well as custom fields.
* '''Workflow'''
** [Fix] The output of a process was not returned by the API unless it was paused.
** [Change] Rules which update fields can now store their result.
** [Change] Rules to add existing item(s) can now update multiple assets.
** [Change] Rule log entries now include the duration of each rule or action.
** [New] Transaction particulars can now be set using rules.
* '''Other'''
** [Fix] Configuration files could become corrupted due to a race condition (Desktop App).
** [Fix] Changed encoding for arbitrary data stored in MySQL from UTF-16 to UTF-8.
** [Fix] Improved caching of frequently-accessed data.
** [Change] Upgraded to .NET 10.
** [Change] User-defined assets are assumed empty unless overridden when generating documents or starting processes (Desktop App).
** [Change] Improvements to the Dark theme (Desktop App).


== Previous Version (Build 241129) ==
== Previous Version (Build 251107) ==


* '''Contacts'''
*'''Documents'''
** [New] Aliases for individuals.
** [Fix] Email templates containing tables could not override the width using styles/classes.
** [New] Abbreviated names for entities.
** [Fix] Auto-mapping feature for template configurations (Desktop App).
** [New] Financial entries for international bank accounts.
** [Fix] Saving changes to template configurations after asset hierarchy has changed.
** [New] Safe custody packets and items.
** [Change] Improved consistency of mapping options for assets.
** [New] Register of safe custody report.
** [Change] Default content specifications for emails now include the sender's name.
** [Change] Search contacts by other trading names, historical trading names and contact fields.
** [New] Ability to nominate a successor when deleting a document type.
** [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'''
* '''Matters'''
** [Change] Infer party type (client/other) from contact only.
** [New] Granular permissions for custom fields on matters.
* '''Documents'''
** [New] "Annotate if empty" option for content markers in templates.
** [New] Replies to emails that function more like Outlook.
** [New] "Insert feature" for advanced formatting in templates (Desktop App).
** [New] Style management for Word templates.
** [New] Clauses (including placeholders).
** [Change] Improved display of asset options when configuring templates (Desktop App).
** [Change] Improved handling of table fields.
** [Change] Tab spaces automatically convert to features (Desktop App).
** [Change] Markdown editor supports linked images (Desktop App).
** [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] Exporting processes containing forms.
** [New] Instances of forms can be exported/uploaded as HTML documents.
** [Fix] Updating dependencies in processes during merge/replace.
** [New] New rule types for working with individual rows in a table.
** [Change] Rules that show interactive forms can now specify that cancelling the form should also cancel the process.
** [Change] Events on interactive forms now behave more intuitively.
* '''Other'''
** [Change] Custom assets have more uses in forms and processes.
** [Fix] Suggestions no longer appear when typing numbers into expressions (Desktop App).
** [Change] Easier to switch between process and form editors (Desktop App).
** [Fix] Literal text inside expressions could be modified during evaluation.
** [Fix] Matter did not pre-fill when starting a process (Desktop App).
** [Fix] Processing escape characters inside Markdown.
** [Fix] Some changes to forms didn't save (Desktop App).
** [Fix] Copying some text content to the clipboard (Desktop App).
* '''General'''
** [Fix] Encryption routines would sometimes fail due to incorrect implementation.
** [Change] Added clipboard functionality to various text labels (Desktop App).
** [Change] Improved performance when editing expressions (outside of content specifications) (Desktop App).
** [Change] "Show advanced options" enabled if any advanced options have already been set (Desktop App).
** [Fix] Distinction between "blank category" and "no category" (Desktop App).


== Earlier Versions ==
== Earlier Versions ==
TBA
 
* [[Release Notes Build 251027|Build 251027]]
* [[Release Notes Build 251013|Build 251013]]
* [[Release Notes Build 250926|Build 250926]]
* [[Release Notes Build 250912|Build 250912]]
* [[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 16:55, 11 December 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 251211)

  • Accounting
    • [Change] Sub-ledgers of Accounts Payable are now required to be creditor contacts.
    • [New] Reports for ledger balances grouped by matter or contact for any account (previously only available for Monies Held on Trust).
  • Calendar
    • [Change] To-do items can now be marked as complete from the properties window (Desktop App).
  • Contacts
    • [New] Age for individual contacts.
  • Documents
    • [Fix] Images no longer appearing in Word documents (e.g. due to conditional blocks) are now removed.
    • [Fix] Service accounts could not be used to send emails using Microsoft 365.
    • [Fix] Document type was not applied when generating documents non-interactively.
    • [Change] Improved compatibility when inserting SVG images into Word documents.
    • [Change] Filter documents by term (Desktop App).
    • [New] Markdown templates can be used to generate HTML files.
    • [New] Format-specific options for templates.
  • Matters
    • [Change] Fields no longer shown on matter summary if not defined on the workgroup (Desktop App).
    • [Change] API improvements for working with lists of matters, as well as custom fields.
  • Workflow
    • [Fix] The output of a process was not returned by the API unless it was paused.
    • [Change] Rules which update fields can now store their result.
    • [Change] Rules to add existing item(s) can now update multiple assets.
    • [Change] Rule log entries now include the duration of each rule or action.
    • [New] Transaction particulars can now be set using rules.
  • Other
    • [Fix] Configuration files could become corrupted due to a race condition (Desktop App).
    • [Fix] Changed encoding for arbitrary data stored in MySQL from UTF-16 to UTF-8.
    • [Fix] Improved caching of frequently-accessed data.
    • [Change] Upgraded to .NET 10.
    • [Change] User-defined assets are assumed empty unless overridden when generating documents or starting processes (Desktop App).
    • [Change] Improvements to the Dark theme (Desktop App).

Previous Version (Build 251107)

  • Documents
    • [Fix] Email templates containing tables could not override the width using styles/classes.
    • [Fix] Auto-mapping feature for template configurations (Desktop App).
    • [Fix] Saving changes to template configurations after asset hierarchy has changed.
    • [Change] Improved consistency of mapping options for assets.
    • [Change] Default content specifications for emails now include the sender's name.
    • [New] Ability to nominate a successor when deleting a document type.
  • Matters
    • [New] Granular permissions for custom fields on matters.
  • Workflow
    • [Fix] Exporting processes containing forms.
    • [Fix] Updating dependencies in processes during merge/replace.
    • [Change] Rules that show interactive forms can now specify that cancelling the form should also cancel the process.
  • Other
    • [Fix] Suggestions no longer appear when typing numbers into expressions (Desktop App).
    • [Fix] Literal text inside expressions could be modified during evaluation.
    • [Fix] Processing escape characters inside Markdown.
    • [Fix] Copying some text content to the clipboard (Desktop App).
    • [Fix] Encryption routines would sometimes fail due to incorrect implementation.
    • [Change] Improved performance when editing expressions (outside of content specifications) (Desktop App).

Earlier Versions

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