User contributions for Bradley Smith
9 May 2025
- 12:5512:55, 9 May 2025 diff hist +212 Workflow:Prompt No edit summary current Tag: Visual edit
- 12:5212:52, 9 May 2025 diff hist −3 Workflow:Prompt No edit summary
- 12:5212:52, 9 May 2025 diff hist 0 m Workflow:Prompt Bradley Smith moved page Workflow:Question to Workflow:Prompt without leaving a redirect
- 12:5212:52, 9 May 2025 diff hist +43 Workflow:Prompt No edit summary Tag: Visual edit
- 12:5112:51, 9 May 2025 diff hist −4 Push Notification No edit summary current Tag: Visual edit
- 12:4812:48, 9 May 2025 diff hist +163 N Workflow:Prompt Created page with "{{DISPLAYTITLE:Question}} '''Questions''' and '''prompts''' are created by processes when user interaction is required. Category:Workflow" Tag: Visual edit
- 12:4612:46, 9 May 2025 diff hist +486 N Deep Link 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..." current Tag: Visual edit
- 12:3612:36, 9 May 2025 diff hist +830 N Push Notification 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
- 12:2312:23, 9 May 2025 diff hist +52 REST API No edit summary current Tag: Visual edit
- 11:3811:38, 9 May 2025 diff hist −1,701 Release Notes →Earlier Versions Tag: Visual edit
- 11:2811:28, 9 May 2025 diff hist +2,086 N Release Notes Build 250213 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)..." current Tag: Visual edit
- 11:2711:27, 9 May 2025 diff hist −40 Desktop:Installation No edit summary Tag: Visual edit
6 May 2025
- 16:0116:01, 6 May 2025 diff hist +65 Desktop:Plugin No edit summary current Tag: Visual edit
- 15:5815:58, 6 May 2025 diff hist −10 Blocked File Type No edit summary current
- 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