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.


* '''Contacts'''
== Latest Version (Build 250814) ==
** [New] Aliases for individuals.
 
** [New] Abbreviated names for entities.
* '''Accounting'''
** [New] Financial entries for international bank accounts.
** [Fix] Trust/CMA statements command incorrectly shown under General (Desktop App).
** [New] Safe custody packets and items.
** [Fix] Authorisation events not triggering on transaction types without authorisation criteria.
** [New] Register of safe custody report.
** [Change] Transaction totals can now be referenced in expressions.
** [Change] Search contacts by other trading names, historical trading names and contact fields.
** [Change] Balance sheet report now includes subtotals for current/non-current assets and liabilities.
** [Change] Email addresses normalised so domain name always appears lowercase.
** [New] Duplication command for transactions.
** [Change] More intelligent handling of ABR search results.
* '''Billing'''
** [Change] Related documents for financial entries.
** [New] Product definitions at the subscription level.
** [Change] Separate greeting options for judicial officers.
* '''Calendar'''
** [Change] Auto description for mobile phone numbers.
** [Fix] Issues previewing/navigating to task and calendar items in different businesses (Desktop App).
** [Fix] Stop words prevented search from producing results.
* '''Workflow'''
** [Fix] Logic errors in some rule actions.
** [Fix] Inconsistent population behaviour in some rule editors (Desktop App).
** [Fix] Status/progress not showing correctly on forms (Desktop App).
** [Change] Form editor now selects first page by default (Desktop App).
** [Change] More layout choices for labels and images on forms.
** [Change] Simplified flow charts for processes.
** [Change] Rules on processes/forms are now included in dependency checks.
** [New] User preferences for the form editor (Desktop App).
** [New] Forms can now be made optional; i.e. the user can cancel the form and resume the process.
** [New] Rules can now populate assets using relationships between existing resources.
** [New] Forms can now declare their preferred width on the screen.
** [New] Read-only controls on forms.
** [New] Optional logging for rules on processes and forms (e.g. for troubleshooting).
*'''Other'''
**[Fix] Logic error when updating custom fields.
**[Change] Auto-number option now works with date columns in table fields.
**[New] Short-hand versions of many of the functions that can be used in expressions.
**[New] REST API caching (Desktop App).
**[New] Help buttons added to various editors and wizards (Desktop App).
 
== Previous Version (Build 250717) ==
 
*'''Accounting'''
** [Fix] Tasks to create transactions no longer include irrelevant properties.
** [Change] Reconciliation transactions can now be exported in CSV format.
* '''Billing'''
** [Change] Tasks to order external services now allow provider-specific information to be pre-filled.
* '''Calendar'''
** [Change] Editors for tasks and calendar items now load faster (Desktop App).
* '''Documents'''
** [Fix] Template editor now automatically scrolls invalid content specifications and requirements into view during validation.
** [New] User preferences for the template editor (Desktop App).
** [New] Added support for on-premises storage using MinIO.
* '''Matters'''
* '''Matters'''
** [Change] Infer party type (client/other) from contact only.
** [Fix] Hard copy location can now be referenced in expressions.
* '''Documents'''
** [Fix] The role/member picker did not always include the manager role.
** [New] "Annotate if empty" option for content markers in templates.
** [Change] Matters exported for offline viewing can now include documents and time records.
** [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).
** [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] Saving subsequent changes in the process editor would sometimes fail (Desktop App).
** [New] Instances of forms can be exported/uploaded as HTML documents.
** [Fix] False positive validation errors when starting processes.
** [New] New rule types for working with individual rows in a table.
** [Fix] Entry points not triggering for some processes.
** [Change] Events on interactive forms now behave more intuitively.
** [New] Entry points can now trigger when a document is generated from a template.
** [Change] Custom assets have more uses in forms and processes.
** [New] Added conditions for rules that query documents and check custom fields.
** [Change] Easier to switch between process and form editors (Desktop App).
** [New] Assets can now be renamed while editing rules (Desktop App).
** [Fix] Matter did not pre-fill when starting a process (Desktop App).
** [New] User preferences for the process editor (Desktop App).
** [Fix] Some changes to forms didn't save (Desktop App).
* '''Other'''
* '''General'''
** [Fix] Embedded content would sometimes load with an expired access token (Desktop App).
** [Change] Added clipboard functionality to various text labels (Desktop App).
** [Fix] Provisioning subsequent subscriptions on an application server would fail in some situations.
** [Change] "Show advanced options" enabled if any advanced options have already been set (Desktop App).
** [Fix] Embedded web browsers not properly released after closing tabs (Desktop App).
** [Fix] Distinction between "blank category" and "no category" (Desktop App).
** [Change] Removed delay before loading various views (Desktop App).
** [New] Users can now override example values in the expression browser (Desktop App).
** [New] Embedded content can now subscribe to push notifications.
 
== Earlier Versions ==


== Previous Versions ==
* [[Release Notes Build 250627|Build 250627]]
TBA
* [[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 16:08, 14 August 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 250814)

  • Accounting
    • [Fix] Trust/CMA statements command incorrectly shown under General (Desktop App).
    • [Fix] Authorisation events not triggering on transaction types without authorisation criteria.
    • [Change] Transaction totals can now be referenced in expressions.
    • [Change] Balance sheet report now includes subtotals for current/non-current assets and liabilities.
    • [New] Duplication command for transactions.
  • Billing
    • [New] Product definitions at the subscription level.
  • Calendar
    • [Fix] Issues previewing/navigating to task and calendar items in different businesses (Desktop App).
  • Workflow
    • [Fix] Logic errors in some rule actions.
    • [Fix] Inconsistent population behaviour in some rule editors (Desktop App).
    • [Fix] Status/progress not showing correctly on forms (Desktop App).
    • [Change] Form editor now selects first page by default (Desktop App).
    • [Change] More layout choices for labels and images on forms.
    • [Change] Simplified flow charts for processes.
    • [Change] Rules on processes/forms are now included in dependency checks.
    • [New] User preferences for the form editor (Desktop App).
    • [New] Forms can now be made optional; i.e. the user can cancel the form and resume the process.
    • [New] Rules can now populate assets using relationships between existing resources.
    • [New] Forms can now declare their preferred width on the screen.
    • [New] Read-only controls on forms.
    • [New] Optional logging for rules on processes and forms (e.g. for troubleshooting).
  • Other
    • [Fix] Logic error when updating custom fields.
    • [Change] Auto-number option now works with date columns in table fields.
    • [New] Short-hand versions of many of the functions that can be used in expressions.
    • [New] REST API caching (Desktop App).
    • [New] Help buttons added to various editors and wizards (Desktop App).

Previous Version (Build 250717)

  • Accounting
    • [Fix] Tasks to create transactions no longer include irrelevant properties.
    • [Change] Reconciliation transactions can now be exported in CSV format.
  • Billing
    • [Change] Tasks to order external services now allow provider-specific information to be pre-filled.
  • Calendar
    • [Change] Editors for tasks and calendar items now load faster (Desktop App).
  • Documents
    • [Fix] Template editor now automatically scrolls invalid content specifications and requirements into view during validation.
    • [New] User preferences for the template editor (Desktop App).
    • [New] Added support for on-premises storage using MinIO.
  • Matters
    • [Fix] Hard copy location can now be referenced in expressions.
    • [Fix] The role/member picker did not always include the manager role.
    • [Change] Matters exported for offline viewing can now include documents and time records.
  • Workflow
    • [Fix] Saving subsequent changes in the process editor would sometimes fail (Desktop App).
    • [Fix] False positive validation errors when starting processes.
    • [Fix] Entry points not triggering for some processes.
    • [New] Entry points can now trigger when a document is generated from a template.
    • [New] Added conditions for rules that query documents and check custom fields.
    • [New] Assets can now be renamed while editing rules (Desktop App).
    • [New] User preferences for the process editor (Desktop App).
  • Other
    • [Fix] Embedded content would sometimes load with an expired access token (Desktop App).
    • [Fix] Provisioning subsequent subscriptions on an application server would fail in some situations.
    • [Fix] Embedded web browsers not properly released after closing tabs (Desktop App).
    • [Change] Removed delay before loading various views (Desktop App).
    • [New] Users can now override example values in the expression browser (Desktop App).
    • [New] Embedded content can now subscribe to push notifications.

Earlier Versions

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