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 250627) ==
Only the Desktop App was updated in this build.


* '''Accounting'''
** [Fix] False positive when validating creditor invoices and disbursement journals.
** [Fix] False positive when validating transfer transactions.
** [Change] Transaction types which do not require authorisation are now considered "authorised" immediately.
* '''Billing'''
** [Fix] Error listing time records for a contact.
* '''Contacts'''
* '''Contacts'''
** [Fix] Contact creation (Desktop App).
** [Fix] Duplicate address prompt did not show the updated address.
** [Fix] Destruction date appears on previous versions of a contact.
** [Fix] Invalid communication entries could display errors instead of validation messages.
* '''Documents'''
* '''Documents'''
** [Fix] Clause picker (Desktop App).
** [Fix] Template body not displayed after uploading a Markdown document.
** [Fix] Content editor pop-up when dialogs are open (Desktop App).
** [Fix] Error listing content markers in some Excel templates.
** [Change] "Author" is now a built-in role that defaults to the current member.
** [Change] Document type picker now groups by category.
** [Change] Document descriptions can now refer to parties/fields defined by the workgroup.
** [Change] Default path for document type is now presented as a drop-down (Desktop App).
** [Change] Resources referenced by template configurations now appear as dependencies.
** [Change] Document type picker now distinguishes between workgroups (Desktop App).
** [New] Dependencies tab on document type editor (Desktop App).
** [New] Document types can now include comments/instructions for users.
* '''Workflow'''
** [Fix] Changes to process rules did not trigger the creation of previous versions.
* '''Workgroups'''
** [Fix] Duplicate roles/fields on summary.
** [Fix] Parent workgroup hyperlink loses text after update (Desktop App).
** [Fix] List of assets did not update when changing parent workgroup (Desktop App).
* '''Other'''
** [Fix] Inconsistent error messages when switching between servers (Desktop App).
** [Fix] Various bugs when editing rich text (Desktop App).
** [Fix] Push notifications continued to be sent after tabs closed (Desktop App).
** [Change] Icons to distinguish between built-in and user-defined roles (Desktop App).
** [Change] Various resources that use categories now display uncategorised items at the bottom.
** [Change] Reduced flicker when updating various views (Desktop App).
** [Change] Removing definitions for parties/fields now also removes their values from matters and documents.
** [Change] Ongoing implementation of change detection in editors (Desktop App).


== Previous Version (Build 241129) ==
== Previous Version (Build 250612) ==


* '''Contacts'''
*'''Accounting'''
** [New] Aliases for individuals.
**[Fix] Trust receipts by cheque/cash can now ''only'' be processed via bank deposit.
** [New] Abbreviated names for entities.
**[Change] Compliance improvements for various trust reports.
** [New] Financial entries for international bank accounts.
**[Change] Capturing/suggesting bank name for receipts by cheque.
** [New] Safe custody packets and items.
**[New] Record of trust statements now retained on matters.
** [New] Register of safe custody report.
**[New] Scheduled job type for generating trust statements.
** [Change] Search contacts by other trading names, historical trading names and contact fields.
*'''Calendar'''
** [Change] Email addresses normalised so domain name always appears lowercase.
**[Change] User preferences for calendar/tasks views (Desktop App).
** [Change] More intelligent handling of ABR search results.
*'''Contacts'''
** [Change] Related documents for financial entries.
**[Change] Rules for business short codes (improves matter reference recognition).
** [Change] Separate greeting options for judicial officers.
*'''Documents'''
** [Change] Auto description for mobile phone numbers.
**[Fix] Identifying attachments to emails in MSG format.
** [Fix] Stop words prevented search from producing results.
**[Change] Improved UI for uploading documents (Desktop App).
* '''Matters'''
**[Change] Uploading large documents (chunked).
** [Change] Infer party type (client/other) from contact only.
**[Change] Transform attachments during document creation (Desktop App).
* '''Documents'''
**[Change] Default template for when multiple configurations exist for the same purpose.
** [New] "Annotate if empty" option for content markers in templates.
**[Change] Override description for templates with multiple configurations.
** [New] Replies to emails that function more like Outlook.
**[Change] Hide workgroup-specific templates from subscription view by default (Desktop App).
** [New] "Insert feature" for advanced formatting in templates (Desktop App).
**[New] "Compress to ZIP file" transformation.
** [New] Style management for Word templates.
**[New] Categories for document types.
** [New] Clauses (including placeholders).
**[New] Preview documents during upload.
** [Change] Improved display of asset options when configuring templates (Desktop App).
*'''Telephony'''
** [Change] Improved handling of table fields.
**[Fix] Shortening telephone numbers for dialling purposes.
** [Change] Tab spaces automatically convert to features (Desktop App).
*'''Workflow'''
** [Change] Markdown editor supports linked images (Desktop App).
**[Fix] Updating conditions in rules.
** [Change] Improved copy/paste functionality in template editor.
**[New] Queuing activities (Desktop App).
** [Fix] Limitations on document assembly for Markdown templates.
*'''Other'''
** [Fix] Template editor didn't create previous versions of Markdown/SMS templates (Desktop App).
**[Fix] Managing multiple concurrent database engines.
** [Fix] Attachments in templates didn't create related documents.
**[Fix] Closing audio recorder during recording/playback (Desktop App).
** [Fix] Microsoft 365 integration.
**[Fix] Drag-and-drop for hyperlinks in grids (Desktop App).
** [Fix] Incorrect time zone in date/time expressions.
**[Fix] Change detection in various editors (Desktop App).
* '''Workgroups'''
**[Fix] Scrolling in various editors (Desktop App).
** [Fix] Setting client's role could fail (Desktop App).
**[Fix] Implementation for <code>Contains()</code> function in expressions.
* '''Billing'''
**[Change] Various subscription/business views can now be filtered by workgroup (Desktop App).
** [Change] Improved responsiveness when pausing/resuming timers (Desktop App).
**[Change] Various UI enhancements (Desktop App).
* '''Workflow'''
**[Change] Improved editing experience for default values of custom fields (Desktop App).
** [New] Additional event types for forms (page completed, form completed).
**[New] Employment Hero integration (import general journals).
** [New] Instances of forms can be exported/uploaded as HTML documents.
** [New] New rule types for working with individual rows in a table.
** [Change] Events on interactive forms now behave more intuitively.
** [Change] Custom assets have more uses in forms and processes.
** [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 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 14:30, 27 June 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 250627)

  • Accounting
    • [Fix] False positive when validating creditor invoices and disbursement journals.
    • [Fix] False positive when validating transfer transactions.
    • [Change] Transaction types which do not require authorisation are now considered "authorised" immediately.
  • Billing
    • [Fix] Error listing time records for a contact.
  • Contacts
    • [Fix] Duplicate address prompt did not show the updated address.
    • [Fix] Destruction date appears on previous versions of a contact.
    • [Fix] Invalid communication entries could display errors instead of validation messages.
  • Documents
    • [Fix] Template body not displayed after uploading a Markdown document.
    • [Fix] Error listing content markers in some Excel templates.
    • [Change] "Author" is now a built-in role that defaults to the current member.
    • [Change] Document type picker now groups by category.
    • [Change] Document descriptions can now refer to parties/fields defined by the workgroup.
    • [Change] Default path for document type is now presented as a drop-down (Desktop App).
    • [Change] Resources referenced by template configurations now appear as dependencies.
    • [Change] Document type picker now distinguishes between workgroups (Desktop App).
    • [New] Dependencies tab on document type editor (Desktop App).
    • [New] Document types can now include comments/instructions for users.
  • Workflow
    • [Fix] Changes to process rules did not trigger the creation of previous versions.
  • Workgroups
    • [Fix] Duplicate roles/fields on summary.
    • [Fix] Parent workgroup hyperlink loses text after update (Desktop App).
    • [Fix] List of assets did not update when changing parent workgroup (Desktop App).
  • Other
    • [Fix] Inconsistent error messages when switching between servers (Desktop App).
    • [Fix] Various bugs when editing rich text (Desktop App).
    • [Fix] Push notifications continued to be sent after tabs closed (Desktop App).
    • [Change] Icons to distinguish between built-in and user-defined roles (Desktop App).
    • [Change] Various resources that use categories now display uncategorised items at the bottom.
    • [Change] Reduced flicker when updating various views (Desktop App).
    • [Change] Removing definitions for parties/fields now also removes their values from matters and documents.
    • [Change] Ongoing implementation of change detection in editors (Desktop App).

Previous Version (Build 250612)

  • Accounting
    • [Fix] Trust receipts by cheque/cash can now only be processed via bank deposit.
    • [Change] Compliance improvements for various trust reports.
    • [Change] Capturing/suggesting bank name for receipts by cheque.
    • [New] Record of trust statements now retained on matters.
    • [New] Scheduled job type for generating trust statements.
  • Calendar
    • [Change] User preferences for calendar/tasks views (Desktop App).
  • Contacts
    • [Change] Rules for business short codes (improves matter reference recognition).
  • Documents
    • [Fix] Identifying attachments to emails in MSG format.
    • [Change] Improved UI for uploading documents (Desktop App).
    • [Change] Uploading large documents (chunked).
    • [Change] Transform attachments during document creation (Desktop App).
    • [Change] Default template for when multiple configurations exist for the same purpose.
    • [Change] Override description for templates with multiple configurations.
    • [Change] Hide workgroup-specific templates from subscription view by default (Desktop App).
    • [New] "Compress to ZIP file" transformation.
    • [New] Categories for document types.
    • [New] Preview documents during upload.
  • Telephony
    • [Fix] Shortening telephone numbers for dialling purposes.
  • Workflow
    • [Fix] Updating conditions in rules.
    • [New] Queuing activities (Desktop App).
  • Other
    • [Fix] Managing multiple concurrent database engines.
    • [Fix] Closing audio recorder during recording/playback (Desktop App).
    • [Fix] Drag-and-drop for hyperlinks in grids (Desktop App).
    • [Fix] Change detection in various editors (Desktop App).
    • [Fix] Scrolling in various editors (Desktop App).
    • [Fix] Implementation for Contains() function in expressions.
    • [Change] Various subscription/business views can now be filtered by workgroup (Desktop App).
    • [Change] Various UI enhancements (Desktop App).
    • [Change] Improved editing experience for default values of custom fields (Desktop App).
    • [New] Employment Hero integration (import general journals).

Earlier Versions

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