User contributions for Bradley Smith

6 May 2025

• 15:5715:57, 6 May 2025 diff hist +903‎ N Blocked File Type ‎ 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
• 14:3114:31, 6 May 2025 diff hist +172‎ Desktop:Installation ‎ →‎Troubleshooting Tag: Visual edit
• 12:2912:29, 6 May 2025 diff hist −1‎ CL-APP Protocol ‎No edit summary current
• 12:2912:29, 6 May 2025 diff hist −12‎ CL-APP Protocol ‎No edit summary Tag: Visual edit
• 10:1810:18, 6 May 2025 diff hist +35‎ REST API ‎ →‎Data Transfer Tag: Visual edit
• 10:1610:16, 6 May 2025 diff hist +3‎ REST API ‎ →‎Data Transfer
• 10:1610:16, 6 May 2025 diff hist +45‎ REST API ‎No edit summary
• 10:1510:15, 6 May 2025 diff hist +799‎ REST API ‎No edit summary Tag: Visual edit
• 09:4709:47, 6 May 2025 diff hist +1,503‎ N REST API ‎ 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
• 09:1209:12, 6 May 2025 diff hist +4‎ Embedded Content ‎No edit summary Tag: Visual edit
• 09:0709:07, 6 May 2025 diff hist +28‎ Subscription ‎No edit summary current Tag: Visual edit

5 May 2025

• 17:4517:45, 5 May 2025 diff hist +106‎ Embedded Content ‎ →‎URIs Tag: Visual edit
• 17:4217:42, 5 May 2025 diff hist +2,209‎ N Embedded Content ‎ 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
• 17:1517:15, 5 May 2025 diff hist 0‎ Subscription ‎ →‎Owned Items Tag: Visual edit
• 17:1517:15, 5 May 2025 diff hist 0‎ Business ‎ →‎Owned Items current Tag: Visual edit
• 17:1517:15, 5 May 2025 diff hist +40‎ Workgroup ‎No edit summary Tag: Visual edit
• 17:1517:15, 5 May 2025 diff hist +40‎ Business ‎No edit summary Tag: Visual edit
• 17:1417:14, 5 May 2025 diff hist +40‎ Subscription ‎No edit summary Tag: Visual edit

2 May 2025

• 14:5714:57, 2 May 2025 diff hist +363‎ Telephony Integration ‎No edit summary current Tag: Visual edit

1 May 2025

• 16:3416:34, 1 May 2025 diff hist +91‎ Statement ‎No edit summary current Tag: Visual edit
• 16:2616:26, 1 May 2025 diff hist −7‎ Statement ‎ →‎Opening Balance & Account Activity Tag: Visual edit
• 16:2616:26, 1 May 2025 diff hist +8‎ Statement ‎ →‎Opening Balance & Account Activity Tag: Visual edit
• 16:2316:23, 1 May 2025 diff hist +14‎ Statement ‎No edit summary Tag: Visual edit
• 16:2316:23, 1 May 2025 diff hist +2,690‎ N Statement ‎ 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
• 15:3715:37, 1 May 2025 diff hist +83‎ Invoice ‎No edit summary current Tag: Visual edit
• 15:2015:20, 1 May 2025 diff hist +387‎ Invoice ‎No edit summary Tag: Visual edit
• 12:2712:27, 1 May 2025 diff hist +125‎ Client ‎No edit summary current Tag: Visual edit
• 10:0310:03, 1 May 2025 diff hist +201‎ Desktop:Tab ‎No edit summary current Tag: Visual edit
• 09:5409:54, 1 May 2025 diff hist +140‎ Matter:Role ‎No edit summary Tag: Visual edit

17 April 2025

• 15:5415:54, 17 April 2025 diff hist +956‎ Release Notes ‎No edit summary Tag: Visual edit
• 15:0515:05, 17 April 2025 diff hist +1,156‎ N Release Notes Build 250106 ‎ 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..." current Tag: Visual edit
• 15:0315:03, 17 April 2025 diff hist 0‎ Desktop:Installation ‎No edit summary Tag: Visual edit
• 12:0512:05, 17 April 2025 diff hist +124‎ Brief ‎No edit summary current Tag: Visual edit

14 April 2025

• 15:4715:47, 14 April 2025 diff hist +646‎ N Fee Earner Type ‎ 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;..." current Tag: Visual edit

1 April 2025

• 15:1215:12, 1 April 2025 diff hist +906‎ Asset ‎No edit summary Tag: Visual edit

28 March 2025

• 16:1816:18, 28 March 2025 diff hist −1‎ Contact:Financial Entry ‎No edit summary current
• 16:1816:18, 28 March 2025 diff hist +1,744‎ N Contact:Financial Entry ‎ Created page with "{{DISPLAYTITLE:Contact Financial Entry}} '''Financial entries''' can be added to contacts, such as bank account details and payment preferences. These allow transactions to be pre-filled and may influence other behaviour such as reminders. == Types == The following types of entries relate to a specific business (only one entry is allowed in each business): * '''Payment preferences''' - Records the contact's preferred payment method and..." Tag: Visual edit
• 15:5915:59, 28 March 2025 diff hist +28‎ Contact ‎No edit summary current Tag: Visual edit
• 13:0813:08, 28 March 2025 diff hist +133‎ Workflow:Process ‎No edit summary Tag: Visual edit

27 March 2025

• 15:2315:23, 27 March 2025 diff hist +2,811‎ Configuration:Initial ‎ →‎Workgroups Tag: Visual edit
• 13:1113:11, 27 March 2025 diff hist +82‎ Configuration:Initial ‎No edit summary Tag: Visual edit
• 13:0113:01, 27 March 2025 diff hist −1‎ Configuration:Initial ‎No edit summary
• 13:0113:01, 27 March 2025 diff hist +1,919‎ Configuration:Initial ‎No edit summary Tag: Visual edit
• 12:1412:14, 27 March 2025 diff hist +70‎ Brief ‎ →‎Creating a Bundle Tag: Visual edit
• 12:1312:13, 27 March 2025 diff hist +50‎ Document ‎ →‎Transformations current Tag: Visual edit

14 March 2025

• 14:2914:29, 14 March 2025 diff hist +1,394‎ Brief ‎No edit summary Tag: Visual edit

12 March 2025

• 11:4911:49, 12 March 2025 diff hist +909‎ Calendar Item ‎No edit summary current Tag: Visual edit
• 11:4611:46, 12 March 2025 diff hist +882‎ Task Item ‎No edit summary current Tag: Visual edit
• 11:4611:46, 12 March 2025 diff hist +276‎ How-To:Appointment ‎No edit summary current Tag: Visual edit
• 11:4311:43, 12 March 2025 diff hist +97‎ How-To:To-Do ‎No edit summary current Tag: Visual edit