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 250814) ==
== Latest Version (Build 250926) ==


* '''Accounting'''
* '''Accounting'''
** [Fix] Trust/CMA statements command incorrectly shown under General (Desktop App).
** [Fix] Filtering accounts in the transaction editor (Desktop App).
** [Fix] Authorisation events not triggering on transaction types without authorisation criteria.
** [New] Copy command on transaction context menu (Desktop App).
** [Change] Transaction totals can now be referenced in expressions.
** [New] Transaction importer (Desktop App).
** [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'''
* '''Calendar'''
** [Fix] Issues previewing/navigating to task and calendar items in different businesses (Desktop App).
** [Fix] Microsoft 365 2-way sync could fail if items were deleted from Outlook.
* '''Contacts'''
** [Fix] Saving changes to correspondence when some addresses are inherited (Desktop App).
** [Fix] Cataloguing information did not always update after changing the template during document creation (Desktop App).
* '''Documents'''
** [Fix] Listing templates with a particular file format produced incorrect results.
** [Fix] Exporting templates that depend on other templates (fragments).
** [Fix] Templates with mismatched BEGIN and END markers could cause document generation to fail (errors are supposed to appear as comments in the final document).
** [Fix] Opening documents via the DMS App when the filename contains non-ASCII characters.
** [Fix] Word templates where content markers are placed inside Content Controls.
** [Change] Inserting tables and other block-level elements into Word documents no longer leaves behind a blank line.
** [Change] Parties on documents can now be initially populated with parties on a matter.
** [Change] Document assets can now be mapped to fields containing document hyperlinks.
** [New] Previews for SVG files.
* '''Workflow'''
* '''Workflow'''
** [Fix] Logic errors in some rule actions.
** [Fix] Deleting forms.
** [Fix] Inconsistent population behaviour in some rule editors (Desktop App).
** [Change] Entry points on processes can no longer trigger other entry points for the same process.
** [Fix] Status/progress not showing correctly on forms (Desktop App).
** [Change] Forms can now be associated with checklist items on matters.
** [Change] Form editor now selects first page by default (Desktop App).
** [New] Condition type for checklist items.
** [Change] More layout choices for labels and images on forms.
** [New] Automatic clean-up of rule logs.
** [Change] Simplified flow charts for processes.
* '''Other'''
** [Change] Rules on processes/forms are now included in dependency checks.
** [Fix] Encrypted data could become unreadable due to mismatch between servers.
** [New] User preferences for the form editor (Desktop App).
** [Fix] Validation prompts intended to abort the current operation still displayed subsequent prompts (Desktop App).
** [New] Forms can now be made optional; i.e. the user can cancel the form and resume the process.
** [Fix] Windows could be shifted off-screen when applying user preferences (Desktop App).
** [New] Rules can now populate assets using relationships between existing resources.
** [Fix] Dropdowns in grid cells not updating (Desktop App).
** [New] Forms can now declare their preferred width on the screen.
** [Fix] International Direct Dialling (IDD) prefix now removed from caller ID (Desktop App).
** [New] Read-only controls on forms.
** [Fix] Access codes and IDD prefix now added to outgoing calls (Desktop App).
** [New] Optional logging for rules on processes and forms (e.g. for troubleshooting).
** [Fix] Telephone number formatting for US, CA, UK, NZ and ZA.
*'''Other'''
** [Fix] Hyperlink fields now display as links on summary views (Desktop App).
**[Fix] Logic error when updating custom fields.
** [Change] Ribbon groups now automatically collapse if the window is too narrow (Desktop App).
**[Change] Auto-number option now works with date columns in table fields.
** [New] Option to disable spell-checking in Markdown editors (Desktop App).
**[New] Short-hand versions of many of the functions that can be used in expressions.
** [New] Check size of cache and manually clear data (Desktop App).
**[New] REST API caching (Desktop App).
**[New] Help buttons added to various editors and wizards (Desktop App).


== Previous Version (Build 250717) ==
== Previous Version (Build 250912) ==
 
This version does not affect the Desktop App.
*'''Accounting'''
* '''Accounting'''
** [Fix] Tasks to create transactions no longer include irrelevant properties.
** [Change] General payments subject to GST now warn on validation if the payee is not registered for GST.
** [Change] Reconciliation transactions can now be exported in CSV format.
* '''Contacts'''
* '''Billing'''
** [Fix] Incorrect character casing for countries and suburbs imported from the web service.
** [Change] Tasks to order external services now allow provider-specific information to be pre-filled.
** [New] GST registration status as a separate financial entry type.
* '''Calendar'''
** [New] ABR search can now pre-fill GST registration status for contacts.
** [Change] Editors for tasks and calendar items now load faster (Desktop App).
* '''Documents'''
* '''Documents'''
** [Fix] Template editor now automatically scrolls invalid content specifications and requirements into view during validation.
** [Change] Renaming a template now also renames its configurations (unless they were already overridden).
** [New] User preferences for the template editor (Desktop App).
** [Change] Duplicating a template now also duplicates its configurations.
** [New] Added support for on-premises storage using MinIO.
** [Change] As an alternative to WebDAV, documents can now be checked out to OneDrive instead.
* '''Matters'''
** [Change] Improved performance when checking document size.
** [Fix] Hard copy location can now be referenced in expressions.
** [Change] Folder listings in the DMS App now support pagination.
** [Fix] The role/member picker did not always include the manager role.
** [Change] Significant performance improvement when authenticating via MS-OFBA.
** [Change] Matters exported for offline viewing can now include documents and time records.
* '''Workflow'''
* '''Workflow'''
** [Fix] Saving subsequent changes in the process editor would sometimes fail (Desktop App).
** [Change] The values of field assets can now be set directly in rules.
** [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'''
* '''Other'''
** [Fix] Embedded content would sometimes load with an expired access token (Desktop App).
** [Fix] Invalid Markdown caused issues with parsing.
** [Fix] Provisioning subsequent subscriptions on an application server would fail in some situations.
** [Fix] Field assets could not be fulfilled in some situations.
** [Fix] Embedded web browsers not properly released after closing tabs (Desktop App).
** [Fix] Removing deleted items from the search index.
** [Change] Removed delay before loading various views (Desktop App).
** [Change] Field assets now include separate properties for the value of the field and its corresponding text.
** [New] Users can now override example values in the expression browser (Desktop App).
** [Change] Tables can now be loaded directly from field assets.
** [New] Embedded content can now subscribe to push notifications.


== Earlier Versions ==
== Earlier Versions ==


* [[Release Notes Build 250905|Build 250905]]
* [[Release Notes Build 250814|Build 250814]]
* [[Release Notes Build 250717|Build 250717]]
* [[Release Notes Build 250627|Build 250627]]
* [[Release Notes Build 250627|Build 250627]]
* [[Release Notes Build 250612|Build 250612]]
* [[Release Notes Build 250612|Build 250612]]

Latest revision as of 16:17, 26 September 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 250926)

  • Accounting
    • [Fix] Filtering accounts in the transaction editor (Desktop App).
    • [New] Copy command on transaction context menu (Desktop App).
    • [New] Transaction importer (Desktop App).
  • Calendar
    • [Fix] Microsoft 365 2-way sync could fail if items were deleted from Outlook.
  • Contacts
    • [Fix] Saving changes to correspondence when some addresses are inherited (Desktop App).
    • [Fix] Cataloguing information did not always update after changing the template during document creation (Desktop App).
  • Documents
    • [Fix] Listing templates with a particular file format produced incorrect results.
    • [Fix] Exporting templates that depend on other templates (fragments).
    • [Fix] Templates with mismatched BEGIN and END markers could cause document generation to fail (errors are supposed to appear as comments in the final document).
    • [Fix] Opening documents via the DMS App when the filename contains non-ASCII characters.
    • [Fix] Word templates where content markers are placed inside Content Controls.
    • [Change] Inserting tables and other block-level elements into Word documents no longer leaves behind a blank line.
    • [Change] Parties on documents can now be initially populated with parties on a matter.
    • [Change] Document assets can now be mapped to fields containing document hyperlinks.
    • [New] Previews for SVG files.
  • Workflow
    • [Fix] Deleting forms.
    • [Change] Entry points on processes can no longer trigger other entry points for the same process.
    • [Change] Forms can now be associated with checklist items on matters.
    • [New] Condition type for checklist items.
    • [New] Automatic clean-up of rule logs.
  • Other
    • [Fix] Encrypted data could become unreadable due to mismatch between servers.
    • [Fix] Validation prompts intended to abort the current operation still displayed subsequent prompts (Desktop App).
    • [Fix] Windows could be shifted off-screen when applying user preferences (Desktop App).
    • [Fix] Dropdowns in grid cells not updating (Desktop App).
    • [Fix] International Direct Dialling (IDD) prefix now removed from caller ID (Desktop App).
    • [Fix] Access codes and IDD prefix now added to outgoing calls (Desktop App).
    • [Fix] Telephone number formatting for US, CA, UK, NZ and ZA.
    • [Fix] Hyperlink fields now display as links on summary views (Desktop App).
    • [Change] Ribbon groups now automatically collapse if the window is too narrow (Desktop App).
    • [New] Option to disable spell-checking in Markdown editors (Desktop App).
    • [New] Check size of cache and manually clear data (Desktop App).

Previous Version (Build 250912)

This version does not affect the Desktop App.

  • Accounting
    • [Change] General payments subject to GST now warn on validation if the payee is not registered for GST.
  • Contacts
    • [Fix] Incorrect character casing for countries and suburbs imported from the web service.
    • [New] GST registration status as a separate financial entry type.
    • [New] ABR search can now pre-fill GST registration status for contacts.
  • Documents
    • [Change] Renaming a template now also renames its configurations (unless they were already overridden).
    • [Change] Duplicating a template now also duplicates its configurations.
    • [Change] As an alternative to WebDAV, documents can now be checked out to OneDrive instead.
    • [Change] Improved performance when checking document size.
    • [Change] Folder listings in the DMS App now support pagination.
    • [Change] Significant performance improvement when authenticating via MS-OFBA.
  • Workflow
    • [Change] The values of field assets can now be set directly in rules.
  • Other
    • [Fix] Invalid Markdown caused issues with parsing.
    • [Fix] Field assets could not be fulfilled in some situations.
    • [Fix] Removing deleted items from the search index.
    • [Change] Field assets now include separate properties for the value of the field and its corresponding text.
    • [Change] Tables can now be loaded directly from field assets.

Earlier Versions

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