Release Notes 2.0.98.0

Owned by Former user (Deleted)
Last updated: May 19, 2022 by Jessica Clark (Unlicensed)
3 min read

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

IMPORTANT

Please review the following settings after installation:

  • Site Settings -> Documents

  • Document Folders on Disk

  • IIS docs Settings

  • Web.Config

IMPORTANT

Remember to put back the customer facing changes for final release

IMPORTANT

Description

Improvements to Matter Documents tab.

New Features

  • Create Document for multiple contacts from Matter page.

  • Improve performance of key register, edit and view pages when first loading them in the morning.

  • Add support for drag-and-drop to Outlook emails from an explorer window of all matter documents.

  • Add Advanced Search button to Matter Documents tab, with improved filtering and sorting.

Bugs Fixed

  • Fix error message on New Document From Template page when creating a document with duplicate name.

  • Fix Resource Pack re-install to only happen after a code update and if the resource pack had errors.

  • Fix Search buttons can be disabled on Document Register after opening a document for editing. Non-Save buttons are no longer disabled.

  • Fix Trust Bank Rec does not allow stale reversed transactions.

  • Fix error page when an invalid mail merge field is present in a document template.

  • Fix Save button can be disabled if you answer No when confirming navigating away from a page with changes.

  • Fix Create Document and Edit button does not always work on Create Document From Template page.

  • Fix mail merge fields which differ only by capitals can cause an error when loading the template (eg: MatterNumber and matternumber).

  • Fix error when loading Document Template when an invalid number is used (eg: Contact_Addresses_z_Suburb instead of Contact_Addresses_1_Suburb).

  • Fix error when Creating a Document from Template if a mail merge field could not be found.

  • Fix Document Keywords are not saved if they only differ by capitals (eg: KeyWord and keyword).

  • Fix Create Document and Edit does not redirect back to Matter page if document was created from Matter page.

  • Fix workaround required when accessing documents via Windows Explorer - should no longer need to login via Office first, explorer will ask for your username & password.

  • Fix Save Button appears on a view-only Disbursement page.

  • Fix spelling mistakes.

  • Fix required asterisk not shown on Contact Last Name field.

  • Fix typing shortcuts not working on Cost Recoveries page.

Other Changes

  • 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.

  • Renamed Trust Refund button on Edit Matter page.

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.



Manual Changes Required for Installation

  • None.