New pages
- 15:00, 9 October 2025 Event (hist | edit) [2,305 bytes] Bradley Smith (talk | contribs) (Created page with "ContactsLaw records noteworthy '''events''' that occur on various items, such as matters, documents and transactions. Each time an event occurs, the following details are recorded on the item: * The '''type''' of event * '''Date''' and '''time''' when the event occurred * The '''member''' to whom the event can be attributed In the Desktop App, events are shown on the ''History'' tab/view. == Triggering Events...") Tag: Visual edit
- 12:55, 6 October 2025 Mailbox Rule (hist | edit) [3,519 bytes] Bradley Smith (talk | contribs) (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
- 11:48, 30 September 2025 Desktop:Advanced Mode (hist | edit) [531 bytes] Bradley Smith (talk | contribs) (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
- 15:28, 26 September 2025 Release Notes Build 250905 (hist | edit) [3,336 bytes] Bradley Smith (talk | contribs) (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...") Tag: Visual edit
- 16:53, 22 September 2025 Import Transactions (hist | edit) [4,579 bytes] Bradley Smith (talk | contribs) (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
- 16:00, 12 September 2025 Release Notes Build 250814 (hist | edit) [1,840 bytes] Bradley Smith (talk | contribs) (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...") Tag: Visual edit
- 14:40, 5 September 2025 Release Notes Build 250717 (hist | edit) [1,931 bytes] Bradley Smith (talk | contribs) (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...") Tag: Visual edit
- 13:40, 19 August 2025 Regular Expression (hist | edit) [1,758 bytes] Bradley Smith (talk | contribs) (Created page with "A '''regular expression''' is a method for representing a search pattern. Compared to simple terms or phrases (which must appear literally within the text), regular expressions provide much greater power and flexibility. Broadly speaking, they provide the following features: * Alternation (multiple choices) * Repetition (multiple occurrences) * Generalisation (character groups or classes) * Capturing and reusing text The syntax and authoring of regular expressions is...") Tag: Visual edit
- 11:48, 19 August 2025 Function (hist | edit) [22,192 bytes] Bradley Smith (talk | contribs) (Created page with "A '''function''' is a type of expression that computes a result based on its arguments (inputs). Function calls can be nested within each other. This page documents each of the functions that can be used in ContactsLaw. The documentation is also available within the Desktop App. == Text Functions == These functions operate on text. '''An'''(''word'') Produces 'a' or 'an' according to grammar rules for a particular word. *''<code>word</code>'' - Word. '''F...") Tag: Visual edit
- 15:32, 14 August 2025 Release Notes Build 250627 (hist | edit) [2,351 bytes] Bradley Smith (talk | contribs) (Created page with "*'''Accounting''' **[Fix] False positive when validating creditor invoices and disbursement journals. **[Fix] False positive when validating transfer transactions. **[Change] Transaction types which do not require authorisation are now considered "authorised" immediately. *'''Billing''' **[Fix] Error listing time records for a contact. *'''Contacts''' **[Fix] Duplicate address prompt did not show the updated address. **[Fix] Destruction date appears on previous versions...") Tag: Visual edit
- 09:28, 18 July 2025 Release Notes Build 250612 (hist | edit) [2,036 bytes] Bradley Smith (talk | contribs) (Created page with "*'''Accounting''' **[Fix] Trust receipts by cheque/cash can now ''only'' be processed via bank deposit. **[Change] Compliance improvements for various trust reports. **[Change] Capturing/suggesting bank name for receipts by cheque. **[New] Record of trust statements now retained on matters. **[New] Scheduled job type for generating trust statements. *'''Calendar''' **[Change] User preferences for calendar/tasks views (Desktop App). *'''Contacts''' **[Change] Rules for bu...") Tag: Visual edit
- 12:20, 11 July 2025 Workflow:Action (hist | edit) [3,746 bytes] Bradley Smith (talk | contribs) (Created page with "{{DISPLAYTITLE:Action}} '''Actions''' describe work to carry out within processes. They are triggered by rules. Some types of actions cause the process to pause, pending some requirement; when met, a job is scheduled to resume the process. == Control == These actions affect how the process runs. == Existing Items == These actions add existing resources to assets. In most circumstances, assets ar...") Tag: Visual edit
- 10:59, 11 July 2025 Workflow:Condition (hist | edit) [3,179 bytes] Bradley Smith (talk | contribs) (Created page with "{{DISPLAYTITLE:Condition}} '''Conditions''' are tests that evaluate to either "Yes" or "No"; and are the basis for making decisions in processes. They appear in certain types of rules and can be combined using Boolean logic ("and", "or"). == Expression == This is the most common type of condition, also the most flexible. It simply consists of an expression that can refer to any asset in the process. The conditio...") Tag: Visual edit
- 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