User contributions for Bradley Smith

14:3114:31, 6 October 2025 diff hist +952‎ Mailbox Rule ‎No edit summary current Tag: Visual edit
14:0614:06, 6 October 2025 diff hist −2‎ Mailbox Rule ‎ →‎Matter Lookup Tag: Visual edit
13:1213:12, 6 October 2025 diff hist +104‎ Mailbox Rule ‎ →‎Matter Lookup Tag: Visual edit
12:5512:55, 6 October 2025 diff hist +2,465‎ N Mailbox Rule ‎ Created page with "{{Prealpha}} '''Mailbox rules''' provide a way to automate the selection of the document type and matter when uploading emails as documents to ContactsLaw. Since the variety and semantics of messages are likely to vary from mailbox to mailbox, each member has their own set of rules. The rules are evaluated for every email that is uploaded; however, once the conditions of a given rule have been met, the remaining rules are skip..." Tag: Visual edit
12:1312:13, 6 October 2025 diff hist +150‎ Upload Document ‎No edit summary current Tag: Visual edit

14:2514:25, 30 September 2025 diff hist +53‎ Import Transactions ‎ →‎Transaction Sources current Tag: Visual edit
11:5911:59, 30 September 2025 diff hist −222‎ Search ‎ →‎Advanced options current Tag: Visual edit
11:4911:49, 30 September 2025 diff hist −1‎ Desktop:Advanced Mode ‎No edit summary current
11:4811:48, 30 September 2025 diff hist +532‎ N Desktop:Advanced Mode ‎ Created page with "{{DISPLAYTITLE:Advanced Mode (Desktop App)}} Various editors and windows in the Desktop App offer an option to toggle '''advanced mode'''. The meaning of this depends on the context, but generally speaking: * Additional fields/options are shown * You can access functionality to support advanced scenarios * You may require a deeper understanding of the software before proceeding Some editors open in advanced mode if ContactsLaw detects that any of the addition..." Tag: Visual edit

16:1716:17, 26 September 2025 diff hist −3‎ Release Notes ‎ →‎Latest Version (Build 250926) current Tag: Visual edit
16:1316:13, 26 September 2025 diff hist −693‎ Release Notes ‎No edit summary Tag: Visual edit
15:2815:28, 26 September 2025 diff hist +3,336‎ N Release Notes Build 250905 ‎ Created page with "*'''Accounting''' **[Change] Client names for trust compliance purposes now include known aliases. *'''Documents''' **[Fix] Failure to read metadata from a document would also cause upload to fail. **[Fix] Unused roles/fields were not removed as intended. **[Fix] Subsequent changes to a document type with new roles/fields could fail (Desktop App). **[Fix] Document destination not correctly passed down to fragments. **[Fix] "In reply to" field missing from generate/catalo..." current Tag: Visual edit
15:2615:26, 26 September 2025 diff hist 0‎ Desktop:Installation ‎No edit summary current Tag: Visual edit

17:4517:45, 22 September 2025 diff hist −15‎ Import Transactions ‎ →‎Imported Items Tag: Visual edit
17:4317:43, 22 September 2025 diff hist +2‎ Import Transactions ‎No edit summary
17:4317:43, 22 September 2025 diff hist +23‎ Import Transactions ‎No edit summary Tag: Visual edit: Switched
17:4217:42, 22 September 2025 diff hist +2,383‎ Import Transactions ‎No edit summary Tag: Visual edit
16:5316:53, 22 September 2025 diff hist +2,133‎ N Import Transactions ‎ Created page with "{{Prealpha}} ContactsLaw can '''import''' transactions from an external data source, such as a CSV file from a bank. This is typically performed on accounts that mirror those held by a bank or other financial institution. It is likely that transactions will occur on these accounts which were not initiated by the business; for example, deposits made by external parties or payments by direct debit. In order to exclude transactions ini..." Tag: Visual edit
16:0816:08, 22 September 2025 diff hist +812‎ Transaction ‎No edit summary current Tag: Visual edit

16:2316:23, 12 September 2025 diff hist −432‎ Release Notes ‎ →‎Earlier Versions Tag: Visual edit
16:0016:00, 12 September 2025 diff hist +1,840‎ N Release Notes Build 250814 ‎ Created page with "*'''Accounting''' **[Fix] Trust/CMA statements command incorrectly shown under General (Desktop App). **[Fix] Authorisation events not triggering on transaction types without authorisation criteria. **[Change] Transaction totals can now be referenced in expressions. **[Change] Balance sheet report now includes subtotals for current/non-current assets and liabilities. **[New] Duplication command for transactions. *'''Billing''' **[New] Product definitions at the subscript..." current Tag: Visual edit
14:4714:47, 12 September 2025 diff hist +4‎ DMS App ‎No edit summary current Tag: Visual edit

15:4515:45, 5 September 2025 diff hist +3,335‎ Release Notes ‎No edit summary Tag: Visual edit
14:4114:41, 5 September 2025 diff hist 0‎ Desktop:Installation ‎No edit summary Tag: Visual edit
14:4114:41, 5 September 2025 diff hist −1,914‎ Release Notes ‎No edit summary Tag: Visual edit
14:4014:40, 5 September 2025 diff hist +1,931‎ N Release Notes Build 250717 ‎ Created page with "*'''Accounting''' **[Fix] Tasks to create transactions no longer include irrelevant properties. **[Change] Reconciliation transactions can now be exported in CSV format. *'''Billing''' **[Change] Tasks to order external services now allow provider-specific information to be pre-filled. *'''Calendar''' **[Change] Editors for tasks and calendar items now load faster (Desktop App). *'''Documents''' **[Fix] Template editor now automatically scrolls invalid content specificat..." current Tag: Visual edit