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 250509) ==
== Latest Version (Build 251211) ==
Only the Desktop App was 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'''
** [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'''
* '''Other'''
** [Fix] Windows 10 compatibility.
** [Fix] Configuration files could become corrupted due to a race condition (Desktop App).
** [Fix] Spaces in text fields that did not permit them.
** [Fix] Changed encoding for arbitrary data stored in MySQL from UTF-16 to UTF-8.
** [Change] Record memos from task/calendar item editor.
** [Fix] Improved caching of frequently-accessed data.
** [Change] Middle-click hyperlinks to open tabs in the background.
** [Change] Upgraded to .NET 10.
** [Change] Microsoft Teams commands for members.
** [Change] User-defined assets are assumed empty unless overridden when generating documents or starting processes (Desktop App).
** [Change] Improved client/server version management.
** [Change] Improvements to the Dark theme (Desktop App).


== Previous Version (Build 250417) ==
== Previous Version (Build 251107) ==


*'''Accounting'''
*'''Documents'''
** [Fix] Pre-filling transaction particulars from contacts.
** [Fix] Email templates containing tables could not override the width using styles/classes.
** [Change] Transactions can now be held for review.
** [Fix] Auto-mapping feature for template configurations (Desktop App).
** [Change] Transaction authority can now be revoked.
** [Fix] Saving changes to template configurations after asset hierarchy has changed.
** [Change] Improved editors for invoice allocations and disbursement write-offs (Desktop App).
** [Change] Improved consistency of mapping options for assets.
** [Change] Warning if transaction particulars differ from financial entries on payee.
** [Change] Default content specifications for emails now include the sender's name.
** [New] Transaction fees and surcharges (including credit card surcharges).
** [New] Ability to nominate a successor when deleting a document type.
** [New] Transaction requests listing.
* '''Matters'''
* '''Billing'''
** [New] Granular permissions for custom fields on matters.
** [Fix] Clients not notified when time records changed/deleted by work items.
** [Change] Invoice templates can now draw upon product charge policies.
* '''Calendar'''
** [New] Read/unread status for task/calendar items.
* '''Contacts'''
** [Fix] Duplicate detection.
** [New] Financial entry verification.
* '''Documents'''
** [Fix] New blank document command (Desktop App).
** [Fix] Invalid markup when inserting tables into Word documents.
** [Fix] Authentication errors (DMS App).
** [Fix] Potential race condition when deleting documents.
** [Fix] Better detection of inline attachments to emails.
** [Change] Convert from MSG to EML before extracting attachments.
** [Change] Streamline page counting for PDFs.
** [New] Bottom-up mode for creating briefs.
** [New] Additional document conversions.
** [New] Page stamping for PDFs.
* '''Workflow'''
* '''Workflow'''
** [Fix] Updating addresses and communication entries using rules.
** [Fix] Exporting processes containing forms.
** [Fix] Potentially unreachable entry points.
** [Fix] Updating dependencies in processes during merge/replace.
** [New] Additional rule types.
** [Change] Rules that show interactive forms can now specify that cancelling the form should also cancel the process.
** [New] Indirect activities, treat processes as activities.
** [New] Process categories.
* '''Other'''
* '''Other'''
** [Fix] Expressions with mixed data types.
** [Fix] Suggestions no longer appear when typing numbers into expressions (Desktop App).
** [Change] Improved user experience for activities launched from editors (Desktop App).
** [Fix] Literal text inside expressions could be modified during evaluation.
** [Change] Implemented change detection in various editors.
** [Fix] Processing escape characters inside Markdown.
** [Change] Updates to design language (Desktop App).
** [Fix] Copying some text content to the clipboard (Desktop App).
** [Change] Improved user experience when working with editable grids (Desktop App).
** [Fix] Encryption routines would sometimes fail due to incorrect implementation.
** [New] Audio player/recorder plug-in (Desktop App).
** [Change] Improved performance when editing expressions (outside of content specifications) (Desktop App).
** [New] Microsoft Teams plug-in (Desktop App).
** [New] External linking to resources (Desktop App).


== Earlier Versions ==
== Earlier Versions ==


* [[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 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 16:55, 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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