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Monday, July 18, 2016

Version 4.0.8 (Saturn) Release Notes


General

  • Added ability to export data from any table as CSV or Excel Worksheet

Activities

  • Telephone Call activities now have previewable and clickable Associated Contact
  • Phone number is now displayed when selecting Associated Contact
  • Description sorting in Firmwide Activities is now fully functional

Books

  • Bill To Party properly displays first and last name if the party is an individual and not a company
  • Who and Date Exported filters in Charges: Exported are ready for use
  • Last Invoice Date filter in Create Invoices is ready for use

Case Files

  • Fixed ability to delete vehicles in Personal Injury: Motor Vehicle Accident
  • Better labeling of witness location selectors
  • Replacing the rate on historical ledger entries now obeys the firm's rate priority

Case Ledgers

  • Suspended user's initials are properly shown (instead of "?") when editing entries

Documents/Forms/Templates

  • Party's primary address is pre-selected when merging templates
  • Personal Injury dates now properly auto-fill

Invoices

  • Delivery Method can now be saved when Delivery Date is not provided

Messages

  • Better handling of links in sent messages

Parties

  • Insurance fields no longer shown for case types where insurance is not required (i.e. Immigration)
  • Proper auto-fill of City, State, and County when providing Zip Code when creating a new party
  • Better behavior of Back to Top widget

Miscellaneous

  • Secretary Handling has been changed to Assistant Handling

Posted by David Glass on Monday July 18, 2016 2 Comments

Labels: Releases

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