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:

IMPORTANT

Remember to put back the customer facing changes for final release

IMPORTANT

Description

Documents module bug fixes

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.

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).

Add additional fields to Document Template List report (user details, doc group name, etc).
Remove the ClientList stored proc, report now uses ClientListAndMatters.