Release Notes: Difference between revisions

From ContactsLaw Documentation
(Created page with "The page lists the changes in each software update. == Latest Version (Build 241129) == * '''Contacts''' ** [New] Aliases for individuals. ** [New] Abbreviated names for entities. ** [New] Financial entries for international bank accounts. ** [New] Safe custody packets and items. ** [New] Register of safe custody report. ** [Change] Search contacts by other trading names, historical trading names and contact fields. ** [Change] Email addresses normalised so domain name...")
 
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The page lists the changes in each software update.
This page lists the changes in each software update for [[ContactsLaw]].


== Latest Version (Build 241129) ==
Updates typically affect multiple system components. Notes which relate specifically to the [[Desktop App]] are marked separately.


== Latest Version (Build 250417) ==
* '''Accounting'''
** [Fix] Pre-filling transaction particulars from contacts.
** [Change] Transactions can now be held for review.
** [Change] Transaction authority can now be revoked.
** [Change] Improved editors for invoice allocations and disbursement write-offs (Desktop App).
** [Change] Warning if transaction particulars differ from financial entries on payee.
** [New] Transaction fees and surcharges (including credit card surcharges).
** [New] Transaction requests listing.
* '''Billing'''
** [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'''
* '''Contacts'''
** [New] Aliases for individuals.
** [Fix] Duplicate detection.
** [New] Abbreviated names for entities.
** [New] Financial entry verification.
** [New] Financial entries for international bank accounts.
** [New] Safe custody packets and items.
** [New] Register of safe custody report.
** [Change] Search contacts by other trading names, historical trading names and contact fields.
** [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'''
** [Change] Infer party type (client/other) from contact only.
* '''Documents'''
* '''Documents'''
** [New] "Annotate if empty" option for content markers in templates.
** [Fix] New blank document command (Desktop App).
** [New] Replies to emails that function more like Outlook.
** [Fix] Invalid markup when inserting tables into Word documents.
** [New] "Insert feature" for advanced formatting in templates (Desktop App).
** [Fix] Authentication errors (DMS App).
** [New] Style management for Word templates.
** [Fix] Potential race condition when deleting documents.
** [New] Clauses (including placeholders).
** [Fix] Better detection of inline attachments to emails.
** [Change] Improved display of asset options when configuring templates (Desktop App).
** [Change] Convert from MSG to EML before extracting attachments.
** [Change] Improved handling of table fields.
** [Change] Streamline page counting for PDFs.
** [Change] Tab spaces automatically convert to features (Desktop App).
** [New] Bottom-up mode for creating briefs.
** [Change] Markdown editor supports linked images (Desktop App).
** [New] Additional document conversions.
** [Fix] Limitations on document assembly for Markdown templates.
** [New] Page stamping for PDFs.
** [Fix] Template editor didn't create previous versions of Markdown/SMS templates (Desktop App).
* '''Workflow'''
** [Fix] Attachments in templates didn't create related documents.
** [Fix] Updating addresses and communication entries using rules.
** [Fix] Microsoft 365 integration.
** [Fix] Potentially unreachable entry points.
** [Fix] Incorrect time zone in date/time expressions.
** [New] Additional rule types.
* '''Workgroups'''
** [New] Indirect activities, treat processes as activities.
** [Fix] Setting client's role could fail (Desktop App).
** [New] Process categories.
* '''Other'''
** [Fix] Expressions with mixed data types.
** [Change] Improved user experience for activities launched from editors (Desktop App).
** [Change] Implemented change detection in various editors.
** [Change] Updates to design language (Desktop App).
** [Change] Improved user experience when working with editable grids (Desktop App).
** [New] Audio player/recorder plug-in (Desktop App).
** [New] Microsoft Teams plug-in (Desktop App).
** [New] External linking to resources (Desktop App).
 
== Previous Version (Build 250213) ==
 
*'''Accounting'''
** [Change] Improved transaction validation criteria.
** [Change] Improved account validation criteria.
* '''Billing'''
* '''Billing'''
** [Change] Improved responsiveness when pausing/resuming timers (Desktop App).
** [Fix] Time records not grouped correctly.
** [Fix] Time record descriptions not building correctly.
** [New] Workgroup-specific disbursement types.
* '''Calendar'''
** [New] Related documents on task/calendar items.
* '''Contacts'''
** [Fix] Validation criteria for individual names.
** [Change] Protection from accidental deletion (Desktop App).
** [Change] Improved detection of duplicate addresses and communication entries.
** [Change] All telephone numbers are now stored in their international form.
** [New] "Party" indicator.
** [New] Ownership indicator for custom domain names.
* '''Daemon'''
** [Fix] Job schedules failed to update upon completion.
* '''Documents'''
** [Fix] Emails not generating properly on Linux.
** [Fix] Improved responsiveness when navigating between folders.
** [Fix] Drag-and-drop from legacy versions (Desktop App).
** [Fix] Recursion error when listing folders.
** [New] Link-only documents.
** [New] Transformation to upgrade legacy text messages.
** [New] Apply transformations to existing documents (Desktop App).
** [New] "Recommended" transformations applied during upload.
** [New] Basic audio player/recorder (Desktop App).
* '''Matters'''
** [Fix] Matter type can no longer be changed after creation.
** [Change] Conflict checking now applies to capacity subjects.
** [Change] Create matters without commencing (Desktop App).
** [New] "Continue on new" command (Desktop App).
* '''Search'''
** [Fix] Issues with searching by historical code.
** [Change] Context menus on search results (Desktop App).
** [Change] Explanations in tooltips for inexact matches (Desktop App).
** [New] Create link-only document or new blank document when adding via hyperlink (Desktop App).
* '''Workflow'''
* '''Workflow'''
** [New] Additional event types for forms (page completed, form completed).
** [Change] Improved validation for process/form rules.
** [New] Instances of forms can be exported/uploaded as HTML documents.
* '''Other'''
** [New] New rule types for working with individual rows in a table.
** [Fix] Window border colour on Windows 11 (Desktop App).
** [Change] Events on interactive forms now behave more intuitively.
** [Fix] Validation errors not showing on specific fields (Desktop App).
** [Change] Custom assets have more uses in forms and processes.
** [Fix] Cannot remove member filter from audit log.
** [Change] Easier to switch between process and form editors (Desktop App).
 
** [Fix] Matter did not pre-fill when starting a process (Desktop App).
== Earlier Versions ==
** [Fix] Some changes to forms didn't save (Desktop App).
* '''General'''
** [Change] Added clipboard functionality to various text labels (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).


== Previous Versions ==
* [[Release Notes Build 250106|Build 250106]]
TBA
* [[Release Notes Build 241203|Build 241203]]
* [[Release Notes Build 241129|Build 241129]]

Latest revision as of 15:54, 17 April 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 250417)

  • Accounting
    • [Fix] Pre-filling transaction particulars from contacts.
    • [Change] Transactions can now be held for review.
    • [Change] Transaction authority can now be revoked.
    • [Change] Improved editors for invoice allocations and disbursement write-offs (Desktop App).
    • [Change] Warning if transaction particulars differ from financial entries on payee.
    • [New] Transaction fees and surcharges (including credit card surcharges).
    • [New] Transaction requests listing.
  • Billing
    • [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
    • [Fix] Updating addresses and communication entries using rules.
    • [Fix] Potentially unreachable entry points.
    • [New] Additional rule types.
    • [New] Indirect activities, treat processes as activities.
    • [New] Process categories.
  • Other
    • [Fix] Expressions with mixed data types.
    • [Change] Improved user experience for activities launched from editors (Desktop App).
    • [Change] Implemented change detection in various editors.
    • [Change] Updates to design language (Desktop App).
    • [Change] Improved user experience when working with editable grids (Desktop App).
    • [New] Audio player/recorder plug-in (Desktop App).
    • [New] Microsoft Teams plug-in (Desktop App).
    • [New] External linking to resources (Desktop App).

Previous Version (Build 250213)

  • Accounting
    • [Change] Improved transaction validation criteria.
    • [Change] Improved account validation criteria.
  • Billing
    • [Fix] Time records not grouped correctly.
    • [Fix] Time record descriptions not building correctly.
    • [New] Workgroup-specific disbursement types.
  • Calendar
    • [New] Related documents on task/calendar items.
  • Contacts
    • [Fix] Validation criteria for individual names.
    • [Change] Protection from accidental deletion (Desktop App).
    • [Change] Improved detection of duplicate addresses and communication entries.
    • [Change] All telephone numbers are now stored in their international form.
    • [New] "Party" indicator.
    • [New] Ownership indicator for custom domain names.
  • Daemon
    • [Fix] Job schedules failed to update upon completion.
  • Documents
    • [Fix] Emails not generating properly on Linux.
    • [Fix] Improved responsiveness when navigating between folders.
    • [Fix] Drag-and-drop from legacy versions (Desktop App).
    • [Fix] Recursion error when listing folders.
    • [New] Link-only documents.
    • [New] Transformation to upgrade legacy text messages.
    • [New] Apply transformations to existing documents (Desktop App).
    • [New] "Recommended" transformations applied during upload.
    • [New] Basic audio player/recorder (Desktop App).
  • Matters
    • [Fix] Matter type can no longer be changed after creation.
    • [Change] Conflict checking now applies to capacity subjects.
    • [Change] Create matters without commencing (Desktop App).
    • [New] "Continue on new" command (Desktop App).
  • Search
    • [Fix] Issues with searching by historical code.
    • [Change] Context menus on search results (Desktop App).
    • [Change] Explanations in tooltips for inexact matches (Desktop App).
    • [New] Create link-only document or new blank document when adding via hyperlink (Desktop App).
  • Workflow
    • [Change] Improved validation for process/form rules.
  • Other
    • [Fix] Window border colour on Windows 11 (Desktop App).
    • [Fix] Validation errors not showing on specific fields (Desktop App).
    • [Fix] Cannot remove member filter from audit log.

Earlier Versions

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