User contributions for Bradley Smith
16 June 2025
- 12:5512:55, 16 June 2025 diff hist +4 Matter:Role No edit summary current Tag: Visual edit
- 12:4412:44, 16 June 2025 diff hist +240 Document:Role No edit summary Tag: Visual edit
13 June 2025
- 10:5210:52, 13 June 2025 diff hist +2,035 Release Notes No edit summary Tag: Visual edit
- 09:5709:57, 13 June 2025 diff hist −2,047 Release Notes No edit summary Tag: Visual edit
- 09:5609:56, 13 June 2025 diff hist +2,052 N Release Notes Build 250417 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..." current Tag: Visual edit
- 09:5509:55, 13 June 2025 diff hist 0 Desktop:Installation No edit summary Tag: Visual edit
10 June 2025
- 15:1115:11, 10 June 2025 diff hist +734 N Desktop:Workflow Command 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..." current Tag: Visual edit
- 15:0315:03, 10 June 2025 diff hist +25 Activity No edit summary current Tag: Visual edit
- 15:0315:03, 10 June 2025 diff hist +422 Activity No edit summary Tag: Visual edit
30 May 2025
- 14:1814:18, 30 May 2025 diff hist +3 Transaction →Transaction Types Tag: Visual edit
- 14:0714:07, 30 May 2025 diff hist 0 Transaction →Payment Methods Tag: Visual edit
- 14:0614:06, 30 May 2025 diff hist +78 Transaction →Payment Methods Tag: Visual edit
- 13:1713:17, 30 May 2025 diff hist +4 Transaction →Entry Numbers Tag: Visual edit
- 13:1513:15, 30 May 2025 diff hist +26 Transaction →Entry Numbers Tag: Visual edit
- 13:1413:14, 30 May 2025 diff hist +955 Transaction No edit summary Tag: Visual edit
28 May 2025
- 15:2115:21, 28 May 2025 diff hist +1,044 Transaction No edit summary Tag: Visual edit
22 May 2025
- 16:1216:12, 22 May 2025 diff hist +599 Template Configuration No edit summary current Tag: Visual edit
- 15:5515:55, 22 May 2025 diff hist +183 Template Configuration No edit summary Tag: Visual edit
- 15:4315:43, 22 May 2025 diff hist +246 Template Configuration No edit summary Tag: Visual edit
21 May 2025
- 15:0815:08, 21 May 2025 diff hist −7 Template Configuration →Purposes Tag: Visual edit: Switched
- 15:0715:07, 21 May 2025 diff hist +323 Template Configuration →Purposes Tag: Visual edit
- 15:0515:05, 21 May 2025 diff hist +261 Template Configuration →Purposes Tag: Visual edit
- 10:4010:40, 21 May 2025 diff hist +7 Report →Compliance current Tag: Visual edit
- 10:3910:39, 21 May 2025 diff hist +563 Report No edit summary Tag: Visual edit
20 May 2025
- 12:4612:46, 20 May 2025 diff hist −115 Report No edit summary Tag: Visual edit
- 12:4612:46, 20 May 2025 diff hist −42 Report No edit summary Tag: Visual edit
- 12:4512:45, 20 May 2025 diff hist −113 Report →Trust Tag: Visual edit
16 May 2025
- 16:2416:24, 16 May 2025 diff hist +62 Create Document No edit summary Tag: Visual edit
- 16:2216:22, 16 May 2025 diff hist +596 Create Document No edit summary Tag: Visual edit
- 10:2210:22, 16 May 2025 diff hist +90 Configuration:Initial No edit summary Tag: Visual edit
- 10:2010:20, 16 May 2025 diff hist +1,489 N Import Data 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..." current Tag: Visual edit
15 May 2025
- 11:3611:36, 15 May 2025 diff hist +523 Upload Document No edit summary current Tag: Visual edit
13 May 2025
- 16:3416:34, 13 May 2025 diff hist +19 Upload Document No edit summary Tag: Visual edit
- 16:2916:29, 13 May 2025 diff hist +372 Upload Document No edit summary Tag: Visual edit
- 16:2416:24, 13 May 2025 diff hist +55 Document Type No edit summary Tag: Visual edit
- 16:2216:22, 13 May 2025 diff hist +2,158 Upload Document No edit summary Tag: Visual edit
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