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  • 15:44, 3 July 2025 ‎Desktop:Expression Browser (hist | edit) ‎[1,446 bytes] ‎Bradley Smith (talk | contribs) (Created page with "{{DISPLAYTITLE:Expression Browser}} The '''expression browser''' is a feature in the Desktop App that helps users write expressions for use in templates, matter descriptions, processes and more. It displays a list of all available assets, properties, functions and other types of expressions, along with accompanying documentation. The list can be filtered according to a search term. You can tog...") Tag: Visual edit
  • 13:03, 27 June 2025 ‎Release Notes Build 250509 (hist | edit) ‎[376 bytes] ‎Bradley Smith (talk | contribs) (Created page with "Only the Desktop App was updated in this build. *'''Other''' **[Fix] Windows 10 compatibility. **[Fix] Spaces in text fields that did not permit them. **[Change] Record memos from task/calendar item editor. **[Change] Middle-click hyperlinks to open tabs in the background. **[Change] Microsoft Teams commands for members. **[Change] Improved client/server version management.") Tag: Visual edit
  • 09:56, 13 June 2025 ‎Release Notes Build 250417 (hist | edit) ‎[2,052 bytes] ‎Bradley Smith (talk | contribs) (Created page with "*'''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...") Tag: Visual edit
  • 15:11, 10 June 2025 ‎Desktop:Workflow Command (hist | edit) ‎[734 bytes] ‎Bradley Smith (talk | contribs) (Created page with "In the Desktop App, windows which are associated with activities display the '''workflow''' command. This is usually situated in or below the top-right of the title bar. The workflow command (and adjacent area) perform several functions: * Displays the name of the activity being performed, as well as the time when work commenced * If the activity was started from a task or appointment, provides access to the item * If th...") Tag: Visual edit
  • 10:20, 16 May 2025 ‎Import Data (hist | edit) ‎[1,489 bytes] ‎Bradley Smith (talk | contribs) (Created page with "ContactsLaw allows '''importing data''' from various sources. This can be useful in new subscriptions, where bulk data can be imported from a legacy application; likewise, in established subscriptions it can be used to integrate with other software. == Import Process == The import process is as follows: # The source of the data is identified. For some file formats which do not belong to a particular application (e.g. CSV files), the user needs to nominate a specifi...") Tag: Visual edit
  • 12:48, 9 May 2025 ‎Workflow:Prompt (hist | edit) ‎[415 bytes] ‎Bradley Smith (talk | contribs) (Created page with "{{DISPLAYTITLE:Question}} '''Questions''' and '''prompts''' are created by processes when user interaction is required. Category:Workflow") Tag: Visual edit originally created as "Workflow:Question"
  • 12:46, 9 May 2025 ‎Deep Link (hist | edit) ‎[486 bytes] ‎Bradley Smith (talk | contribs) (Created page with "'''Deep links''' are special ''Uniform Resource Locators (URLs)'' that can be used to permanently access a particular resource, such as a document in ContactsLaw. They are designed to safeguard against future changes which could render direct URLs invalid. They are resolved by the individual components of ContactsLaw, such as the DMS App, and redirect to the appropriate location. ContactsLaw produces deep links whenever some time may elapse before the link...") Tag: Visual edit
  • 12:36, 9 May 2025 ‎Push Notification (hist | edit) ‎[826 bytes] ‎Bradley Smith (talk | contribs) (Created page with "ContactsLaw uses '''push notifications''' to communicate changes and other noteworthy events from the REST API, DMS App and Daemon to the Desktop App. Most commonly, this is used to refresh views when another user creates, modifies or deletes a resource that could affect the current user. Push notifications are also used to: * Notify users when task or calendar items are delegated to them * Notify users when an atten...") Tag: Visual edit
  • 11:28, 9 May 2025 ‎Release Notes Build 250213 (hist | edit) ‎[2,086 bytes] ‎Bradley Smith (talk | contribs) (Created page with "*'''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)...") Tag: Visual edit
  • 15:57, 6 May 2025 ‎Blocked File Type (hist | edit) ‎[893 bytes] ‎Bradley Smith (talk | contribs) (Created page with "ContactsLaw can be configured to prevent certain file types (formats) from being uploaded. This may be for security reasons, business policies or simply when a particular format serves no useful purpose. == Default Values == * '''Audio¹''' ** wav ** mp3 * '''Video''' (not recommended) ** avi ** mp4 ** mov ** mkv * '''Compressed Archive''' ** zip² * '''Disc Image''' (unsupported) ** bin ** iso ** img * '''Executable Files''' (security reasons)...") Tag: Visual edit
  • 09:47, 6 May 2025 ‎REST API (hist | edit) ‎[2,437 bytes] ‎Bradley Smith (talk | contribs) (Created page with "ContactsLaw provides a '''<abbr title="Representational State Transfer">REST</abbr>''' '''<abbr title="Application Programming Interface">API</abbr>''' which underpins the functionality available in the Desktop App. The REST API can also be used by third-party applications and integrations to perform operations within ContactsLaw. == Authentication == The REST API uses CPMS ID for authentication, leveraging industry-standard technologies such as ''OAuth 2.0...") Tag: Visual edit
  • 17:42, 5 May 2025 ‎Embedded Content (hist | edit) ‎[2,319 bytes] ‎Bradley Smith (talk | contribs) (Created page with "ContactsLaw allows subscribers to extend the appearance and functionality of their subscription with '''embedded content'''. This is a simple (but powerful) mechanism that makes external web-based content available within ContactsLaw, pre-filled with information about the resource (matter, contact, etc) from which it was launched. In the case of the Desktop App, this content is displayed using an embedded web browser (''Microsoft Edge We...") Tag: Visual edit
  • 16:23, 1 May 2025 ‎Statement (hist | edit) ‎[2,796 bytes] ‎Bradley Smith (talk | contribs) (Created page with "For the purposes of billing, a '''statement''' is a group of invoices for which the business requests payment by a debtor. Unlike invoices, statements are not restricted to a single matter; they are issued to the "bill-to" contact and may span multiple matters and workgroups. ContactsLaw retains a permanent copy of all statements issued to the contact, making it easy to identify each statement period. ==...") Tag: Visual edit
  • 15:05, 17 April 2025 ‎Release Notes Build 250106 (hist | edit) ‎[1,156 bytes] ‎Bradley Smith (talk | contribs) (Created page with "*'''Accounting''' **[Fix] Creditor invoice totals incorrect. **[Fix] Transaction validation criteria. **[Fix] Transfer transactions missing bank narration field (Desktop App). **[Change] Transaction listing is now an exportable report. **[New] Options dialog for EOY Rollover Journal (Desktop App). *'''Billing''' **[Change] Time records can be marked non-chargeable. **[Change] Generating documents from time records. *'''Businesses''' **[Fix] Matter codes when business pre...") Tag: Visual edit
  • 15:47, 14 April 2025 ‎Fee Earner Type (hist | edit) ‎[646 bytes] ‎Bradley Smith (talk | contribs) (Created page with "For the purposes of billing, a '''fee earner type''' is a category to which members belong during a given period. This determines the maximum hourly and daily rates that can be charged by members for each scale. Different fee earner types can apply to a given member during different periods; e.g. upon a lawyer's admission or when reaching a more senior position. Note that assigning a fee earner type does ''not'' change a member's effective rate per hour;...") Tag: Visual edit
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