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 250905) ==
== Latest Version (Build 250926) ==


*'''Accounting'''
* '''Accounting'''
**[Change] Client names for trust compliance purposes now include known aliases.
** [Fix] Filtering accounts in the transaction editor (Desktop App).
*'''Documents'''
** [New] Copy command on transaction context menu (Desktop App).
**[Fix] Failure to read metadata from a document would also cause upload to fail.
** [New] Transaction importer (Desktop App).
**[Fix] Unused roles/fields were not removed as intended.
* '''Calendar'''
**[Fix] Subsequent changes to a document type with new roles/fields could fail (Desktop App).
** [Fix] Microsoft 365 2-way sync could fail if items were deleted from Outlook.
**[Fix] Document destination not correctly passed down to fragments.
* '''Contacts'''
**[Fix] "In reply to" field missing from generate/catalogue document activities (Desktop App).
** [Fix] Saving changes to correspondence when some addresses are inherited (Desktop App).
**[Fix] Subsequent changes to a template could fail due to related assets (Desktop App).
** [Fix] Cataloguing information did not always update after changing the template during document creation (Desktop App).
**[Change] Additional options when configuring related document assets.
* '''Documents'''
**[Change] Improved handling of attachments for document formats that do not support them.
** [Fix] Listing templates with a particular file format produced incorrect results.
**[Change] Fragments can now include information about related documents.
** [Fix] Exporting templates that depend on other templates (fragments).
**[Change] Additional attachments (added during document creation) now appear when using the "attachments" keyword in expressions.
** [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).
**[Change] Placeholder images and sample attachments when testing templates.
** [Fix] Opening documents via the DMS App when the filename contains non-ASCII characters.
**[Change] Field assets no longer require a parent asset.
** [Fix] Word templates where content markers are placed inside Content Controls.
**[Change] New assets no longer added as children of the selected asset by default (Desktop App).
** [Change] Inserting tables and other block-level elements into Word documents no longer leaves behind a blank line.
**[Change] Template categories are now collapsible in document creation (Desktop App).
** [Change] Parties on documents can now be initially populated with parties on a matter.
**[Change] Assets can now be duplicated in the template editor (Desktop App).
** [Change] Document assets can now be mapped to fields containing document hyperlinks.
**[Change] Template configurations can now be pinned to the top of the view.
** [New] Previews for SVG files.
**[Change] Multi-select for assets in the template editor (Desktop App).
* '''Workflow'''
**[Change] Copy+paste for assets in the template editor, including between different templates (Desktop App).
** [Fix] Deleting forms.
**[New] Non-breaking spaces can now be inserted into Word documents.
** [Change] Entry points on processes can no longer trigger other entry points for the same process.
**[New] Support for images in SVG format.
** [Change] Forms can now be associated with checklist items on matters.
*'''Matters'''
** [New] Condition type for checklist items.
**[Fix] Matter summary not updating when the workgroup changes.
** [New] Automatic clean-up of rule logs.
*'''Workflow'''
* '''Other'''
**[Fix] Rules using the "or" condition did not evaluate correctly.
** [Fix] Encrypted data could become unreadable due to mismatch between servers.
**[Fix] Rules with complex nested conditions did not load/save consistently (Desktop App).
** [Fix] Validation prompts intended to abort the current operation still displayed subsequent prompts (Desktop App).
**[Fix] Pagination not working for rule logs (Desktop App).
** [Fix] Windows could be shifted off-screen when applying user preferences (Desktop App).
**[Fix] Validation criteria for rules that create task/calendar items.
** [Fix] Dropdowns in grid cells not updating (Desktop App).
**[Fix] Drop-downs clearing after changing the order of rules (Desktop App).
** [Fix] International Direct Dialling (IDD) prefix now removed from caller ID (Desktop App).
**[Change] Rules that start other processes can now map each property of a custom asset separately.
** [Fix] Access codes and IDD prefix now added to outgoing calls (Desktop App).
**[Change] Improved validation when starting processes manually.
** [Fix] Telephone number formatting for US, CA, UK, NZ and ZA.
**[Change] Additional options for conditions on rules.
** [Fix] Hyperlink fields now display as links on summary views (Desktop App).
*'''Other'''
** [Change] Ribbon groups now automatically collapse if the window is too narrow (Desktop App).
**[Fix] Improved resilience of REST API client when connecting to newer server versions.
** [New] Option to disable spell-checking in Markdown editors (Desktop App).
**[Fix] Reading/writing to custom fields with percentage formatting.
** [New] Check size of cache and manually clear data (Desktop App).
**[Fix] Some formatting not applied to custom fields during initial display (Desktop App).
**[Fix] Expressions now follow more consistent rules for empty values and conversion between data types.
**[Fix] Table functions in expressions ignored filters on rows.
**[Fix] Improved performance during scrolling (Desktop App).
**[Fix] Expression formatting reinstated immediately after being toggled off by the user (Desktop App).
**[Change] Vertical scroll position now resets when switching between pages (Desktop App).
**[Change] Syntax highlighting now shows mismatched parentheses and function arguments (Desktop App).
**[Change] Suggested expressions now favour prefix matches (Desktop App).
**[New] Additional functions for use in expressions.
 
== Previous Version (Build 250814) ==


*'''Accounting'''
== Previous Version (Build 250912) ==
** [Fix] Trust/CMA statements command incorrectly shown under General (Desktop App).
This version does not affect the Desktop App.
** [Fix] Authorisation events not triggering on transaction types without authorisation criteria.
* '''Accounting'''
** [Change] Transaction totals can now be referenced in expressions.
** [Change] General payments subject to GST now warn on validation if the payee is not registered for GST.
** [Change] Balance sheet report now includes subtotals for current/non-current assets and liabilities.
* '''Contacts'''
** [New] Duplication command for transactions.
** [Fix] Incorrect character casing for countries and suburbs imported from the web service.
* '''Billing'''
** [New] GST registration status as a separate financial entry type.
** [New] Product definitions at the subscription level.
** [New] ABR search can now pre-fill GST registration status for contacts.
* '''Calendar'''
* '''Documents'''
** [Fix] Issues previewing/navigating to task and calendar items in different businesses (Desktop App).
** [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'''
* '''Workflow'''
** [Fix] Logic errors in some rule actions.
** [Change] The values of field assets can now be set directly in rules.
** [Fix] Inconsistent population behaviour in some rule editors (Desktop App).
* '''Other'''
** [Fix] Status/progress not showing correctly on forms (Desktop App).
** [Fix] Invalid Markdown caused issues with parsing.
** [Change] Form editor now selects first page by default (Desktop App).
** [Fix] Field assets could not be fulfilled in some situations.
** [Change] More layout choices for labels and images on forms.
** [Fix] Removing deleted items from the search index.
** [Change] Simplified flow charts for processes.
** [Change] Field assets now include separate properties for the value of the field and its corresponding text.
** [Change] Rules on processes/forms are now included in dependency checks.
** [Change] Tables can now be loaded directly from field assets.
** [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).


== 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 250717|Build 250717]]
* [[Release Notes Build 250627|Build 250627]]
* [[Release Notes Build 250627|Build 250627]]

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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