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 250417) ==
Only the Desktop App was updated in this build.


* '''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'''
** [Fix] Contact creation (Desktop App).
** [Fix] Duplicate detection.
** [New] Financial entry verification.
* '''Documents'''
* '''Documents'''
** [Fix] Clause picker (Desktop App).
** [Fix] New blank document command (Desktop App).
** [Fix] Content editor pop-up when dialogs are open (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 241129) ==
== 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'''
* '''Contacts'''
** [New] Aliases for individuals.
** [Fix] Validation criteria for individual names.
** [New] Abbreviated names for entities.
** [Change] Protection from accidental deletion (Desktop App).
** [New] Financial entries for international bank accounts.
** [Change] Improved detection of duplicate addresses and communication entries.
** [New] Safe custody packets and items.
** [Change] All telephone numbers are now stored in their international form.
** [New] Register of safe custody report.
** [New] "Party" indicator.
** [Change] Search contacts by other trading names, historical trading names and contact fields.
** [New] Ownership indicator for custom domain names.
** [Change] Email addresses normalised so domain name always appears lowercase.
* '''Daemon'''
** [Change] More intelligent handling of ABR search results.
** [Fix] Job schedules failed to update upon completion.
** [Change] Related documents for financial entries.
* '''Documents'''
** [Change] Separate greeting options for judicial officers.
** [Fix] Emails not generating properly on Linux.
** [Change] Auto description for mobile phone numbers.
** [Fix] Improved responsiveness when navigating between folders.
** [Fix] Stop words prevented search from producing results.
** [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'''
* '''Matters'''
** [Change] Infer party type (client/other) from contact only.
** [Fix] Matter type can no longer be changed after creation.
* '''Documents'''
** [Change] Conflict checking now applies to capacity subjects.
** [New] "Annotate if empty" option for content markers in templates.
** [Change] Create matters without commencing (Desktop App).
** [New] Replies to emails that function more like Outlook.
** [New] "Continue on new" command (Desktop App).
** [New] "Insert feature" for advanced formatting in templates (Desktop App).
* '''Search'''
** [New] Style management for Word templates.
** [Fix] Issues with searching by historical code.
** [New] Clauses (including placeholders).
** [Change] Context menus on search results (Desktop App).
** [Change] Improved display of asset options when configuring templates (Desktop App).
** [Change] Explanations in tooltips for inexact matches (Desktop App).
** [Change] Improved handling of table fields.
** [New] Create link-only document or new blank document when adding via hyperlink (Desktop App).
** [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).
** [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).
** [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).


== Earlier Versions ==
== Earlier Versions ==
TBA
 
* [[Release Notes Build 250106|Build 250106]]
* [[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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