Release Notes for Version 2.0.98.0

Please read the following notes about this Wise Owl release carefully before installing it.

IMPORTANT

Any data you had previously stored in Contact level Custom Fields will be lost

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• Change Contact Register filter to only show active contacts by default.
• Documents must no longer be in a read-only status before a Matter can be archived. There is no restriction from the documents module when archiving a matter.
• Initial support and testing for SQL 2016.
• Improvements for handling invalid xlsx files in doc packs, and doc packs created on a Mac.
• Help system now uses secure SSL connections, links to help pages updated to use https.
• Add firm level external ID settings, to support US billing report.
• Added employment category field against Users, to support US billing report. Now listed on List page to enter categories (eg: full time, part time, etc).
• Changed server view of documents to have matters in folders by status (eg: /Open/14-1000/document.docx). So accessing document via Windows Explorer is more managable when many matters are archived or closed.

Reports

• Add additional fields and filters to Document Template List report (user details, doc group name, etc).
• Add additional fields and filters to Document List report (matter details, doc group name, category list, user details).
• Remove the ClientList stored proc, report now uses ClientListAndMatters.
• Add InvoiceDetailsByDate stored procedure to support US billing report.

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