2018 Quarter 2 Releases

Release period:  April 1 – June 30, 2018

1.3833

Released:  April 24, 2018.

1. Option to limit Calendar Integration event sync to Microsoft Outlook.
2. Adds "Amount Remaining" column to Expense Reserves dialog.
3. New workflow tokens for email subject lines: File Number ("<FileNo>"), Title ("<Title>").

1.3827

Released:  April 23, 2018.

1. Workflow features: edit existing profiles.
2. Optional simple calendar entry dialog for Subpoena in Prosecution module.
3. New Litigation module reports: Trial Calendar Report, Open Invoices Report.
4. New Claims module report: Open Invoices Report.
5. Insurance field added to options in the Detail Log Page of the Claims module.
6. Option to include Document Summary when printing the list of attachments on a matter.

1.3742

Released:  April 9, 2018.

1. CLR Database Setting.
2. Audit log now includes the text content of notes which have been deleted.
3. Liability Payment Register report: select between Payment Type and Reserve Type object codes.
4. Expense Reserve defaults to Payee if no description is entered.
5. Insurance field added to options in the Detail Log Page of the Claims module.

1.3711

Released:  April 2, 2018.

1. Delete button added to Advanced People Search.
2. Ability to print the Audit Log.
3. Ability to configure mandatory fields for Prosecution module.

1.3839

Released:  May 3, 2018.

1. Added new column to show "Amount Remaining" in Expense Reserves dialog.
2. Enabled multi-select for Print Doc button.
   1. Allows multiple documents to be automatically sent to the printer without opening the documents.

 

1.3844

Released:  May 7, 2018.

1. New report in Litigation and Claims: Open Invoices Report.

1.3849

Released:  May 9, 2018.

1. Staff View changes for Document Audit.

1.3855

Released:  May 14, 2018.

1. Daily Calendar Print: added "Group by Trigger" option.

1.3863

Released:  May 16, 2018.

1. Restricted Team enhancement.
   1. Allows the restriction of users to only the matters of their assigned Team.
2. Skyline settings: Calendar maximum days in future.
   1. Increases the number of days into the future to look for calendar events from 100 to 180 days (3 months).

1.3880

Released:  May 22, 2018.

1. Restricted Team: Global document search and calendar displays.
2. System Management: File Management autonumbering

1.3896

Released:  May 25, 2018.

1. Search criteria field added: Family Services Investigator.
   1. Allows searching for a matter by the assigned Investigator in Family Services.
2. Insurance field label is now variable.
3. Added email options to Prosecution Witness and Victim tabs.
   1. Enables easy emailing to witnesses and victims directly from the matter.
4. Litigation Party Email button.
   1. Enables easy emailing to parties from the matter.

1.3914

Released:  June 1, 2018

1. Prosecution, Charges Tab: added Rejected charge type.
2. Added Cross Reference to Prosecution module.

1.3931

Released:  June 8, 2018

1. New macro text files for witness contact information.

1.3952

Released:  June 14, 2018

1. Added Trial Calendar Report to Litigation Reports menu.
2. Prosecution: Ability to Save Complaint to Attachments on Prosecution matters.
3. Consolidated Complaint.
4. Show Inactive Staff in Deny File Access only when box is checked.
5. Contract Management PO Detail Page.

1.3964

Released:  June 20, 2018

1. Contract Management: Max length of PO Type Code expanded from 3 to 8 characters.

1.3974

Released:  June 22, 2018

1. Risk Management Assessment Tool (RMAT)
2. Deny File Access Report Options
3. Skip the open matters search in the Contract Management module
4. Remove the Type for PO or Contract options in the upper right hand corner of Contract Management.

1.3979

Released:  June 26, 2018

1. Cycom Exporter: Save Attachments Option.
2. Payments, Line Items Tab: Edit button.
3. Added court date to pr_macro.txt file.

1.4000

Released:  June 29, 2018

1. Limit Profiles to see financials but not edit them or enter new items.
2. RMAT enhancements.
3. Added Status radio button options to RMAT Category Report selection criteria.