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


* '''Other'''
* '''Accounting'''
** [Fix] Windows 10 compatibility.
** [Fix] False positive when validating creditor invoices and disbursement journals.
** [Fix] Spaces in text fields that did not permit them.
** [Fix] False positive when validating transfer transactions.
** [Change] Record memos from task/calendar item editor.
** [Change] Transaction types which do not require authorisation are now considered "authorised" immediately.
** [Change] Middle-click hyperlinks to open tabs in the background.
** [Change] Microsoft Teams commands for members.
** [Change] Improved client/server version management.
 
== Previous 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'''
* '''Billing'''
** [Fix] Clients not notified when time records changed/deleted by work items.
** [Fix] Error listing time records for a contact.
** [Change] Invoice templates can now draw upon product charge policies.
* '''Calendar'''
** [New] Read/unread status for task/calendar items.
* '''Contacts'''
* '''Contacts'''
** [Fix] Duplicate detection.
** [Fix] Duplicate address prompt did not show the updated address.
** [New] Financial entry verification.
** [Fix] Destruction date appears on previous versions of a contact.
** [Fix] Invalid communication entries could display errors instead of validation messages.
* '''Documents'''
* '''Documents'''
** [Fix] New blank document command (Desktop App).
** [Fix] Template body not displayed after uploading a Markdown document.
** [Fix] Invalid markup when inserting tables into Word documents.
** [Fix] Error listing content markers in some Excel templates.
** [Fix] Authentication errors (DMS App).
** [Change] "Author" is now a built-in role that defaults to the current member.
** [Fix] Potential race condition when deleting documents.
** [Change] Document type picker now groups by category.
** [Fix] Better detection of inline attachments to emails.
** [Change] Document descriptions can now refer to parties/fields defined by the workgroup.
** [Change] Convert from MSG to EML before extracting attachments.
** [Change] Default path for document type is now presented as a drop-down (Desktop App).
** [Change] Streamline page counting for PDFs.
** [Change] Resources referenced by template configurations now appear as dependencies.
** [New] Bottom-up mode for creating briefs.
** [Change] Document type picker now distinguishes between workgroups (Desktop App).
** [New] Additional document conversions.
** [New] Dependencies tab on document type editor (Desktop App).
** [New] Page stamping for PDFs.
** [New] Document types can now include comments/instructions for users.
* '''Workflow'''
* '''Workflow'''
** [Fix] Updating addresses and communication entries using rules.
** [Fix] Changes to process rules did not trigger the creation of previous versions.
** [Fix] Potentially unreachable entry points.
* '''Workgroups'''
** [New] Additional rule types.
** [Fix] Duplicate roles/fields on summary.
** [New] Indirect activities, treat processes as activities.
** [Fix] Parent workgroup hyperlink loses text after update (Desktop App).
** [New] Process categories.
** [Fix] List of assets did not update when changing parent workgroup (Desktop App).
* '''Other'''
* '''Other'''
** [Fix] Expressions with mixed data types.
** [Fix] Inconsistent error messages when switching between servers (Desktop App).
** [Change] Improved user experience for activities launched from editors (Desktop App).
** [Fix] Various bugs when editing rich text (Desktop App).
** [Change] Implemented change detection in various editors.
** [Fix] Push notifications continued to be sent after tabs closed (Desktop App).
** [Change] Updates to design language (Desktop App).
** [Change] Icons to distinguish between built-in and user-defined roles (Desktop App).
** [Change] Improved user experience when working with editable grids (Desktop App).
** [Change] Various resources that use categories now display uncategorised items at the bottom.
** [New] Audio player/recorder plug-in (Desktop App).
** [Change] Reduced flicker when updating various views (Desktop App).
** [New] Microsoft Teams plug-in (Desktop App).
** [Change] Removing definitions for parties/fields now also removes their values from matters and documents.
** [New] External linking to resources (Desktop App).
** [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 <code>Contains()</code> 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 ==
== Earlier Versions ==


* [[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 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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