Version 5.7 (Portia) Release Notes

Written by David Glass | Jan 11, 2019 8:37:27 PM

Activities

Hidden activities can now be edited, if they were editable when not hidden
More consistency around keeping workflow generated activities grouped with the activity that triggered them
Forwarding unnamed documents now properly attaches the documents to the outgoing message

Invoices
- Added new Fixed-Fee Format invoice layout that displays only
  - Date
  - Description
  - Billed By
  - Amount
- Date Start is no longer populated with a date that is after the date in Date End when creating invoices
- When allocating receivables to ledger items on an invoice, the Apply All Suggestions action is now much faster
Improved display of case file selection list when logging time
Pay To of a Bill no longer displays a contact preview icon for contacts not present in the rolodex, or when no Pay To is set
Payor field of a new receivable now searches the rolodex if no case file is selected
When editing a Settlement, improved feedback for Legal Fee field and Gross Amount suggestion

Attempting to combine/merge a single case now alerts to select at least two cases
Case Preview for Immigration cases now properly displays any packets on the case
Date of Warrant on Arrests no longer display a time of 12:00 AM
Venue now prioritizes in the following order: case file -> firm office -> user preference -> firm preference

Added help text to the Height field to show the ft and in calculation of the value entered
Previous addresses are now indicated by a different location icon, and additional information in the the address's title (hover text)
Now able to search for contacts on the following fields
- County
- City
- State
- Zip
Deleting a company no longer attempts to open a New Contact tab
Print Envelope interface more closely adheres to chosen theme

Now preventing the submission of orders when the Needed By date is in the past

Now possible to add Activity Tags when merging templates that have no merge fields
Existing documents with names longer then 255 characters can now be downloaded

Setting an event to All Day after using the Date Calculator no longer triggers the display of the End Date field
More consistent when adding users by branch office

Editing a party no longer causes hidden parties to be shown
Count of cases a contact is a party on is updated more consistently
Audit history now properly displays removal of parties if the contact was on the case more than once

Added a selector for Firm Office on reports that allow for selecting multiple users
Billable Time By Day By Bill To Contact now more accurately totals amounts for users

Tasks without a Due Date no longer appear on the Dashboard calendar
Tasks without a Due Date are no longer considered overdue
Improved performance when searching Firm Tasks
Tasks created by a workflow no longer display a spurious ' ' in some circumstances
Editing a task that generates another task via a workflow, no longer causes the new task to be displayed rather than the original task
Marking a task Complete after canceling an edit now properly marks the task Complete
Deleting a task while viewing the Case Details tab now properly closes the Detail View of the deleted task
More timely updating of the task count indicator in the main menu bar

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