Client Profiles Release Notes

519.1031 | 516.994 | 516.990 | 516.988 | 516.982 | 516.979 | 515.970 | 515.966 | 515.963 | 515.959 | 515.956 | 515.952 | 514.953 | 514.952 | 514.904 | 514.881 | 514 | 513.838 | 513.807 | 513.805 | 513.798 | 513.794 | 513.785 | 513.784 | 511.660 | 511.600 | 509.624 | 507.558 | 507.550 | 506.538 | 506.512 | 506.509 | 506.493 | 505.426 | 505.425 | 505.404 | 504.405 | 504.404 | 504 | 501 | 499 | 367 | 366 | 365 |

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Build Number: 519.1031
Issue ID: 554
Title: Parse Phantom Dates error in Multi User Calendar view (Standalone appts)
Module: Scheduling
Details: A bug has been resolved that caused a message about phantom dates to be resented to the user in the Multi-user calendar view.
Issue ID: 742
Title: Time code prompting
Module: Timeslips
Details: Timeslip Time Codes: The functionality has been changed to enforce the setting for requiring Time Codes even if the hours are zero. Previously, you would be allowed to create Time Slips with no Time Code and zero for hours, even if Time Codes are marked as required.
Issue ID: 743
Title: Generic CPWin.exe Error
Module: Matter Management
Details: A memory leak has been resolved in the appointment recurrence pattern dialog box that caused an exception to be raised by CP when the application was closed.
Issue ID: 752
Title: New Appts in Journal
Module: Matter Management
Details: Scheduled Events and non case associated appointments now appear in the Journal.
Issue ID: 766
Title: Printing documents w/o reviewer notes
Module: Document Management
Details: Docket Sheet printing - A bug has been resoloved that caused the document reviewer information to be included on the docket sheet regardless of the value of the checkbox option for it to be included.
Issue ID: 771
Title: Recurring Appts Summary Screen Display
Module: Matter Management
Details: A slight change in functionality in display of recurring series appointments on the summary screen. Now the first and last appointment in the series will be displayed based on the lawtype preferences for appointment type. Previously, only the first appointment in the series was being displayed.
Issue ID: 937
Title: Delete Exchange Mail Refresh
Module: Outlook Mail Integration
Details: The exchange mail control now correctly refreshes itself after an email is deleted.
Issue ID: 968
Title: Spellcheck dictionary files
Module: Financial - Time & Billing
Details: A change has been made to allow Case Management and Time/Billing applications to utilize the same spell check dictionaries.
Issue ID: 980
Title: Case Search/Diary Column Title not Sorting blank values
Module: Matter Management
Details: The Case Search / Diary Dates column will now sort blank entries up / down with the normal dates.
Issue ID: 1008
Title: Daily Recurring Appts Stand Alone
Module: Scheduling
Details: A bug has been resolved that caused an issue when moving the first occurence up a day or more of a daily recurring appointment, the appointment disappeared off the users calendar. (If appointment is attached to a case it and it would show the moved time in the case)
Issue ID: 1016
Title: Edit a Single Occurence (Stand Alone) Appointment
Module: Scheduling
Details: A bug has been resolved that kept edits to single occurances of a recurrent series appointment from being correctly displayed.
Issue ID: 1019
Title: Document sub-type displaying incorrectly when attaching
Module: Outlook Mail Integration
Details: Document sub-type is now correctly displayed when attaching case related documents to associated emails in Outlook.
Issue ID: 1022
Title: Error Message: Relationship update failed when adding Party to Matter
Module: Matter Management
Details: A bug has been resolved that caused an intermittent error to be presented to the user when a party is added to the Matter. Occured only when the system was configured to not use the New Case Wizard while creating new Matters.
Issue ID: 1023
Title: Summary Screen SS not displaying user name for To-Do
Module: Matter Management
Details: A bug has been resolved in the Social Security version of the Case Summary screen where the assigned user for listed To-Do's were being displayed as -1.
Issue ID: 1030
Title: Error when creating new user when workstation not on NT Domain
Module: System Setup
Details: A bug has been resolved that caused an error box to be presented when a user is added to the system in installations that are running CP on a network that is not on an NT Domain. (Workgroup)
Issue ID: 1049
Title: Appointment report missed not case related appts for 8:00pm or later
Module: Scheduling
Details: Appointment Report: A bug has been resolved that caused non case associated (personal) appointments after 8pm to not be included on the printed reports. Appointments were displayed correctly on the screen, but omitted from the report.
Issue ID: 1055
Title: Editing appointments from Week at a Glance view sometimes changes begin time
Module: Uncategorized
Details: A bug has been resolved that caused the time for an existing apppoinment to be incorrectly loaded into the appointment detail window and if the OK button was clicked, would in effect move the appointment to a different time. This only occured in the Week at a Glance window
Issue ID: 1113
Title: Worksite (iManage) Integration option added for multi office support without full db replication
Module: 3rd Party Integration
Details: A new setting for Worksite integration has been added to support passing the localized iManage servername for a given office, into the Worksite application. The server name is configured in the Firm Office screen for each office, and then that ID is passed to Worksite, based on the office selected for the Matter in CP.

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Build Number: 516.994
Issue ID: 846
Title: End of year Journal entries' eff_date to be to 12/31 (Step 2)
Module: Financial - Plaintiff
Details: 'Modification to prevent using Period 13 for year-end adjustments. This will preserve the integrity of financial reports, so as to enable reports to reflect year-end adjustments and also be able to reflect current income for the year.'
Issue ID: 847
Title: Analyze effect of having no 13 period on reports (Step 3)
Module: Financial - Plaintiff
Details: 'Modification to prevent using Period 13 for year-end adjustments. This will preserve the integrity of financial reports, so as to enable reports to reflect year-end adjustments and also be able to reflect current income for the year.'

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Build Number: 516.990
Issue ID: 737
Title: E-mail Scan as Multi Page Tif does separate pages
Module: Document Management
Details: A bug has been resolved when emailing imaged documents when selecting the Multipage TIF format for the attachment. The attachment was being included with each page in a separate file instead of one multipage file.
Issue ID: 761
Title: REQUEST: Timeslip security issue
Module: Timeslips
Details: A previous request for security lockdown of changes to Timeslips has been revisited and verified. Only CP Admins can change the status once it is in Transfered state.
Issue ID: 837
Title: Print Comments and Export Comments after Locate Search
Module: Contact Management
Details: Card File: Exports to Excel after doing a Locate feature now correctly include the comment1 field.
Issue ID: 844
Title: Print Preview from File Menu
Module: Uncategorized
Details: The Print Preview option that appeared under the File menu when viewing Desktop items has been removed. It should not have been enabled as it is unable to perform the preview function without going thru the normal Print menu option.
Issue ID: 892
Title: File \ Recent List not Showing Style
Module: Uncategorized
Details: A change to the recently opened matters that are displayed under the File Menu has been made to include as much of the Style as possible. Another issue: Previously, matters with Styles of less than 6 characters were not being displayed. They will now be included.
Issue ID: 893
Title: Pick List Error Deleting Todo Types
Module: System Setup
Details: An error has been resolved that occured when a picklist item for To-do types was deleted in the Pick List Definition window.
Issue ID: 897
Title: Case Party Category Setup not allowing address 2 fields to be removed
Module: Uncategorized
Details: A bug has been resolved that kept the Case Party Category screen layout editor from allowing the address 2 fields from being removed from tabpage 2 and added to a different tabpage.
Issue ID: 914
Title: Case Party Layout Duplicate Not Working
Module: Uncategorized
Details: A bug has been resolved in the Case Party Category screen layout editor. If a new category was attempted to be created by using an existing category layout, the existing layout was not always used to create the new layout--expecially if the category chosen to start from is listed at the top of the category selection window.
Issue ID: 917
Title: Require Pick List with Case Wizard
Module: Uncategorized
Details:
Issue ID: 920
Title: Change Status on Transferred Time
Module: Matter Management
Details: A bug has been resolved in the Time Slips screen that was causing the user to be prompted to save changes multiple times or when changes were already saved.
Issue ID: 924
Title: Week at a Glance View
Module: Scheduling
Details: A screen display issue has been resolved in the Desktop view for Week at a Glance that was causing numbers to be displayed instead of the appointment location.

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Build Number: 516.988
Issue ID: 969
Title: Plaintiff deposits need to require costs/fees option
Module: Financial - Plaintiff
Details: When depositing, validation is requiring the user to select the fees, cost, or Unapplied cash radio buttons prior to submitting.

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Build Number: 516.982
Issue ID: 1020
Title: Case Search prompt when scheduling appointment from Scheduled Events
Module: Outlook Appointment Integration
Details: When a user creates a new appointment from within a case events screen, CP prompts again to find the case instead of simply adding to the already active file where the new icon was clicked. This only applied to firms that had build 815.978. Resolved

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Build Number: 516.979
Issue ID: 724
Title: Emailed documents get wrong extension in certain cases
Module: Document Management
Details: A bug has been resolved that caused the extension added to imported documents sent as attachments to have the incorrect filename extension if the Open With setting was changed from the default as selected on the document when it was imported.

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Build Number: 515.970
Issue ID: 875
Title: Benefit Claims
Module: Matter Management
Details: A bug has been resolved that kept the system from detecting user changes in the Benefit Claims screen. If an entry was deleted, the user was prompted to save but that save if clicked was not being detected as successful, so the prompt kept reappearing.
Issue ID: 885
Title: Todo Items Complete by Responsible
Module: To-Do Workflow
Details: Desktop To-Do's: When To-Do's are configured with multiple users, the Responsiible User is now properly checked before allowing a To-Do to be completed from the Desktop. This was not an issue if the To-Do was completed from the Case To-Do screen.

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Build Number: 515.966
Issue ID: 818
Title: deleting timeslip dates
Module: Timeslips
Details: Timeslips are required to have a valid date associated with them. If the timeslip date is edited to remove the date, the user will be prompted to enter a valid date before the timeslip will be allowed to be saved.

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Build Number: 515.963
Issue ID: 876
Title: Case Costs
Module: Matter Management
Details: A bug has been resolved in the Case Costs screen that kept the calculation of the total cost amount to not be correct if an item quantity is edited.

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Build Number: 515.959
Issue ID: 726
Title: Right-Click in Documents Acts Like Ctrl Button
Module: Document Management
Details: A slight change has been made to make multiple selected rows operate as expected when the right mouse button is clicked. When multiple rows are being selected using the Control key method, unless the Control held down while the right mouse button is clicked, all selected rows will be cleared and the single row clicked on will be considered the only selected row. Holding the Control key down while clicking the right mouse button will allow all rows currently selected (plus the last one clicked) to be operated on by the context menu that pops up.
Issue ID: 796
Title: Transfer Option on Closed Cases with Outlook Integration
Module: Matter Management
Details: Feature Deprecated: Transfer Appointments to different user on Closed Cases. This feature can not be supported when Outlook Integration is enabled and has been removed. The transfer of To-Do's is still available.

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Build Number: 515.956
Issue ID: 718
Title: Exporting card file not exporting using Locate
Module: Contact Management
Details: Card File Locate: Exports of Card file search results to Microsoft Excel will now properly include the Salutation and Date of Birth field data.
Issue ID: 733
Title: Word Read-only Prompt Causes Word Proc Errors
Module: Document Management
Details: A bug has been resolved that caused a error dialog message box to be presented to the user if that user opens a document that another user has already opened.
Issue ID: 787
Title: Search of Time Codes
Module: Uncategorized
Details: Time Slips: The Time Code Search window now has a Search button that will allow character searches through the time code values and descriptions. Repeated clicks of the Search button will continue the search on to repeated hits if found.

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Build Number: 515.952
Issue ID: 805
Title: Manual bill missing hours_value
Module: Financial - Time & Billing
Details: ManuaL fees value displays hours value correctly in prebill screen.
Issue ID: 813
Title: Deposit Reversal & NSF
Module: Financial - Time & Billing
Details: Recon date is not set when performing a deposit reversal with NSF checked.
Issue ID: 829
Title: Auto Apply UC at TOB allocates UC to any credits.
Module: Financial - Time & Billing
Details: Fixed issue with applying unapplied cash and applying credits simultaneously at time of billing.
Issue ID: 836
Title: Unable to do a deposit reversal
Module: Financial - Time & Billing
Details: Users can move columns in bank ledger without errors specifically when reversing a deposit.
Issue ID: 857
Title: Check Request Error: "You have not completed the required field: Cost Code"
Module: Financial - Plaintiff
Details: Check Request: Error You have not completed the required feild: Cost Code has been resolved.

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Build Number: 514.953
Issue ID: 725
Title: Disallow Timeslip on Closed Cases
Module: Document Assembly
Details: Timeslips will no longer be created by merging forms with timeslip data if the the matter is closed and the setting to disallow timeslips on closed matters is checked.

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Build Number: 514.952
Issue ID: 639
Title: can't make a change on merge form
Module: Document Assembly
Details: A bug in the Merge Form setup window has been resolved that caused changes to party affiliation settings to not be saved unless the Fields button was clicked.
Issue ID: 794
Title: Custom Case Screens Search Configuration box error
Module: Uncategorized
Details: A bug has been resolved in the Screen that configures which Custom Case Screen fields are searchable in Case Search. The window for this configuration was displaying an error 36, Name not found.

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Build Number: 514.904
Issue ID: 727
Title: Import Scanned Document Files of Type not remembering last use selection
Module: Scanning
Details: A change has been made in the File Selection dialog box that allows the user selection for file extention types to be remembered as the default for subsequent use.

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Build Number: 514.881
Issue ID: 547
Title: Exchange Mail Printing - Only the last message checked is printed
Module: Outlook Mail Integration
Details: This issue has been resolved.
Issue ID: 558
Title: Newly created Appointment Notifications
Module: Scheduling
Details: Standalone Appointments: The notification email and message popup for newly created appointments has been reenabled in version 8.0 and 8.5.
Issue ID: 574
Title: Settlement merge code for date judge signed field has extranous time of 00:00:00
Module: Document Assembly
Details:
Issue ID: 575
Title: Rtf files open in MS Word instead of Wordpad (as set by Open With)
Module: Document Management
Details: User preferences that override the system default for applications set with Open With are now correctly handled.
Issue ID: 576
Title: Moving Associated Emails to PST or hard deleting from Sent Items
Module: Outlook Mail Integration
Details: A bug has been addressed that occured if a hard delete was performed from Sent items or drag/drop an item from the sent folder to an external .PST file a .NET error is thrown because the message is no longer accessible in the folder.
Issue ID: 580
Title: Notes Field in TODO'S not Scrollable
Module: To-Do Workflow
Details: This issue has been resolved
Issue ID: 581
Title: Printing Time Slips
Module: Timeslips
Details: A bug has been resolved that kept the security permission for Timeslip Printing to not be correctly observed when running timeslip reports.
Issue ID: 585
Title: Restrict Timeslip Status Field
Module: Timeslips
Details: A change has been made to disallow changes to Timeslip status if in the Transfered status. Only CP Admins will be allowed to alter the status back to Released or Pending if in the Transfered status.
Issue ID: 592
Title: Emailing Scanned document, attachment is inverted in Faxmaker
Module: Scanning
Details: This issue has been resolved
Issue ID: 607
Title: Scheduled Event modifications not saved when clicking between different rows
Module: Scheduling
Details: Changes to a Scheduled Event are now properly saved if a user switches to a different row (appointment) or different Case Information screen, without forcing a click on the Save toolbar button.
Issue ID: 615
Title: If the number of characters in the Re Line on Associated E-mails is greater than 165
Module: Outlook Mail Integration
Details: A bug has been resolved that caused email associations to fail if the RE line of the message contained over 165 characters.
Issue ID: 633
Title: Added Icon for imported MS Publisher documents
Module: Uncategorized
Details: The icon for MS Publisher has been added.
Issue ID: 636
Title: To-Do notes getting cut off on printout
Module: To-Do Workflow
Details: The To-Do comments field has been expanded to accept 8000 characters, up from 1000. The field previously allowed more than 1000 characters to be entered, but did not display or print them until now.
Issue ID: 641
Title: Document search results list doesn't display version number
Module: Document Management
Details: A bug has been resolved that caused the revision number for documents returned as result of a document search using the Full Text mode, not to be displayed.
Issue ID: 645
Title: Cannot open Excel and Adobe Documents
Module: Document Management
Details: This issue was resolved.
Issue ID: 647
Title: Merge forms setup for Word 2007 displaying error that it isn't an option
Module: Document Assembly
Details: A bug has been resolved that kept merge forms from being created using Word 2007.
Issue ID: 648
Title: Printing Matter search results in blank pages.
Module: Matter Management
Details: This has been resolved
Issue ID: 651
Title: Daily Recurrence
Module: Scheduling
Details: This issue has been resolved.
Issue ID: 652
Title: Yearly reoccurring appts not creating first occurence. (non Outlook integration)
Module: Scheduling
Details: A bug has been resolved that caused the first occurance of a yearly pattern not to be created. The pattern was being pushed off by one year.
Issue ID: 654
Title: Pleading Index
Module: Document Management
Details: This issue has been resolved.
Issue ID: 655
Title: Cardfile locate search results now lists cell number
Module: Contact Management
Details: The Cardfile results using the Locate feature now include the cellular phone number.
Issue ID: 656
Title: Enhanced Scanning batch association
Module: Scanning
Details: A bug has been resolved that caused unassociated (to a matter) scanned documents to be removed from the batch after other documents were associated.
Issue ID: 657
Title: Appt Reminder popups not displaying case associations and fail to clear if snoozed and then deleted
Module: Scheduling
Details:
Issue ID: 659
Title: Master To Do List window security
Module: Security
Details: A bug has been resolved that caused the menu security to not be properly enforced when the Master To-Do list windows is open.
Issue ID: 672
Title: Calendar Grey Box
Module: Scheduling
Details: A bug has been resolved that under certain conditions, the grey block in the month calendar displays, would not be greyed out to indicate appointments exist on days of the month higher than 29.
Issue ID: 680
Title: Bate Stamping Not Printing
Module: Scanning
Details:
Issue ID: 683
Title: Add reviewer email attachments don't always come through
Module: Document Management
Details: An issue that occurs when using the document review feature to add reviewers to a document and include that document as an attachment to the reviewers, has been investigated. A slight change in screen functionality has been made to allow this feature to work as designed. When reviewers are added to an IMAGE document, you now must be in the image viewing mode before reviewers can be added if email attachment of the document is desired. The checkbox will not be presented for the attachment if the reviews are added at the main document view.
Issue ID: 685
Title: Desktop Security Permission for viewing other users calendars
Module: Security
Details: A bug has been resolved that kept security permissions for viewing user calendars of other users to not be properly enforced.
Issue ID: 689
Title: CP is freezing when opening appts
Module: Scheduling
Details: A bug has been resolved that caused Client Profiles to momentarilly hang when loading the calendar if an appointment had an extrordinarilly long span from Start time to End time (two years) and also had a weekly recurrence pattern for multiple days. This caused the generation of hundreds and hundreds of appointments to be attempted to be displayed by the interface.
Issue ID: 690
Title: To Do Package Flow Chart
Module: To-Do Workflow
Details: An error in that occured when selecting the Flowchart button for a newly assigned To-do package has been resolved.
Issue ID: 696
Title: Exporting documents from CP
Module: Document Management
Details: A bug has been resolved that occurred when images were exported as JPG type files, but the files were actually being exported as compressed TIF, but since it had a JPG extension, most viewers (except Irfanview) couldn't open it. The exported files now will be JPG as selected by the user.
Issue ID: 701
Title: Can't edit occurrences in stand alone reoccurring appts
Module: Scheduling
Details: This issue has been resolved
Issue ID: 705
Title: User Setup Auto Save Changes Not Saving
Module: Uncategorized
Details: A bug has been resolved that caused the Word Add-In option checkbox to not be saved when the Auto-Save Changes option in User Setup was enabled.
Issue ID: 707
Title: Revision Documents not displaying correctly (Word Integration)
Module: Document Management
Details: This issue has been resolved.
Issue ID: 711
Title: Case Search Printout Date Ranges are blank
Module: Matter Management
Details: A bug has been resolved that was forcing the printed results of Date Case Searches to be blank.
Issue ID: 712
Title: Case Search Security
Module: Uncategorized
Details: When a user is part of multiple user groups and there is a user level override the Attorney File Visibility Security was not function properly. Issue Resolved.
Issue ID: 714
Title: Appointments (non-integrated) defaulting to 1/1/1900
Module: Uncategorized
Details: Standalone Appointments Only (non Outlook Integrated) A bug was resolved that caused non recurring appointments to be saved with incomplete recurrence pattern information when the recurrence dialog was opened and then closed by the cancel button. The appointment would then not display correctly in certain cases.
Issue ID: 715
Title: Click Time Codes Twice to get them added (From Outlook)
Module: Timeslips
Details:
Issue ID: 719
Title: New Users Password (Not Saving)
Module: Uncategorized
Details: A bug has been resolved that caused the user password to not be saved correctly when first adding new users into the system. The user password could be edited successfully however.
Issue ID: 722
Title: Case Search People Tab not finding names with an Apostrophe
Module: Matter Management
Details: A bug has been resolved that was disallowing the ablility to search for last names in the People tab of the Case Search window that contained apostrophes. This bug was introduced in build 513.794 as a result of the correction of another case search issue involving apostrophes.
Issue ID: 745
Title: Daily Recurring Appts Not Showing Up in Daily Summary
Module: Uncategorized
Details: A bug has been resolved that kept appointments from being displayed correctly in the Daily Summary and Daily Detail views if the appointment was created with a recurrence pattern of Daily and no end date.
Issue ID: 759
Title: Recent Tab Not Showing Atty 1 and Atty 2
Module: Matter Management
Details: This issue has been addressed.
Issue ID: 762
Title: Printing Emails
Module: Uncategorized
Details:

This issue has been resolved for email messages associated after this build. Messages that have already been associated will still manifest with this bug.

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Build Number: 514
Issue ID: 769
Title: Multiple Vendors on Combined Check
Module: Financial - Plaintiff
Details: Single check combining invoices with differing vendors with different payee names.

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Build Number: 513.838
Issue ID: 330
Title: Prebill not created for matter with time
Module: Billing
Details: Cases that have no matter maintenace settings, although not recommended will now generate a prebill  based on frequency and cycle.

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Build Number: 513.807
Issue ID: 329
Title: Cost comments are not displaying in the prebill adjustment grid
Module: Billing
Details:

Cost comments now display in prebill adjustment screen

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Build Number: 513.805
Issue ID: 626
Title: Editing of appointment item in recurring series edits all occurrences
Module: Outlook Appointment Integration
Details: Subject is now only changed on the exception not the entire appointment also fixed issue with recurring patterns throwing errors in the log file
Issue ID: 678
Title: FileAs field is updated with the wrong information after contact sync
Module: Outlook Contact Integration
Details: When a contact is created, the fileAs was changed to lastname, firstname regardless of what was chosen in outlook. Field is now only updated if it is left blank in outlook

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Build Number: 513.798
Issue ID: 402
Title: Appointments Disappearing From CP
Module: Outlook Appointment Integration
Details: Appointments that are deleted or auto-archived in which the sent date is prior to midnight of the previous day will not be removed from the calendar in Client Profiles. This is done so that appointments that are removed from the Outlook calendar during auto archive are no also deleted from Cleint Profiles.

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Build Number: 513.794
Issue ID: 669
Title: Double clicking an item in Exchange View brings up invalid record
Module: Outlook Mail Integration
Details: Fixed:Wrong email message is displayed in Exchange Mail screen if message preview is turned off.

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Build Number: 513.785
Issue ID: 475
Title: editing existing comments and timeslips
Module: Matter Management
Details: A bug has been resolved that allowed changes in Case Comments or Case Timeslips to not be saved unless the Save button was explictly clicked before switching to a different Case Information screen within the same case. The user will now be correctly prompted to save changes before the screen is changed.
Issue ID: 518
Title: Reocurring Appointments Not Showing in CP
Module: Outlook Appointment Integration
Details: Issue: When a user creates a reocurring appointment or meeting and then needs to change just one day in the series, cp is not showing the data for the new day.
Issue ID: 522
Title: deleting Todo's
Module: To-Do Workflow
Details: A bug has been resolved that allowed a user to delete a todo, even though the user did not have the rights to delete todo's from their desktop or in the case. Users were able to open a todo and click the delete button and delete the todo.
Issue ID: 523
Title: Duplicating Emails to Other Matters
Module: Outlook Mail Integration
Details: Issue: When you are using outlook 2003, and you want to take an associated email, and duplicate it to another matter, Outlook shuts down and gives no errors in the log files. This has been resolved.
Issue ID: 528
Title: status not showing for cp appt
Module: Outlook Appointment Integration
Details: A bug has been resolved that removed the italic font used for non-normal status appointments.
Issue ID: 530
Title: Exchange Mail Security
Module: Outlook Mail Integration
Details: A bug has been resolved that kept security settings for blocking reply and forwards from being enforced.
Issue ID: 537
Title: Unreviewed Refresh (Feature Request)
Module: Scanning
Details: A feature that was present in version 7 has been readded in the Document Review Window. A checkbox has been added to the Document Review screen that forces an automatic refresh of the document list as documents are marked as reviewed. It is labled Auto Refresh and is saved as a user preference by the system to be used each time this window is opened.
Issue ID: 544
Title: Page Break applied Incorrectly
Module: Scanning
Details: A bug has been resolved that caused the Blank Page Detection system setting to not be observed for all users.
Issue ID: 545
Title: Pick Lists Disappearing
Module: Matter Management
Details: Issue: Picklists not saving when you select another picklist that has Track History turned on without saving.
Issue ID: 546
Title: Scanning Settings Missing
Module: Scanning
Details: Enhanced Scanning Feature Added - White Redact. A new annotation toolbar button has been added to allow redactions to be performed using white in addition to the normal black color.
Issue ID: 555
Title: Calendar report missing multiday appointments if date range for report is on the beginning date
Module: Scheduling
Details: A bug has been resolved that kept multiday appointments from showing up on printed reports if the date range of the report only included the first day of that appointment.
Issue ID: 562
Title: Reply to Associated Messages not Replying
Module: Outlook Mail Integration
Details: Issue: Reply to Associated Messages not Replying This has been resolved.
Issue ID: 563
Title: Scanning Printing
Module: Scanning
Details: Enhanced Imaging - A bug has been resolved that caused highlighted areas of the image to be printed as blank areas instead of being highlighted.
Issue ID: 564
Title: Documents
Module: MS Word Integration
Details: A bug has been resolved that caused the wrong revised version number of a particular document to be added to the header information. This only occured when the Legacy numbering mode of versions is enabled. (version numbers start at 0 instead of 1)
Issue ID: 565
Title: To Do Notes Field Validation Error
Module: To-Do Workflow
Details: A limit has been put on the field on the to-do detail entry screen so that it won't accept any characters past the limit of the field. This stops the user from receiving a validation error when entering more characters than the field can hold. A future feature request has been added to lengthen the field in a future release of Client Profiles.
Issue ID: 582
Title: Status of Appts
Module: Outlook Appointment Integration
Details: If you make change the status of a pre-existing appt from normal to rescheduled, canceled, or continued, Outlook doesn't keep the changes which is causing the status not to show correctly in CP. This has been resolved.
Issue ID: 583
Title: New user
Module: System Setup
Details: Issue: When you select the name from the active directory to add a new user, the user name always goes in as last name followed by first initial regardless of how the user name is in the active directory. This feature to create the userid has been changed to be use the first name initial then last name.
Issue ID: 584
Title: Requre Task & Activity Code
Module: Uncategorized
Details: When Task or Activity codes are marked as required on a timeslip, this requirement will now be enforced during edits as well as when originally creating them. This will disallow users from editing a timeslip and deleting Task or Activity codes that were selected when the timeslip was first created.
Issue ID: 621
Title: Forwarded Messages
Module: Uncategorized
Details: Issue: Get a Can't Open Item message when you open a message that was forwarded the second time. This has been resolved

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Build Number: 513.784
Issue ID: 418
Title: Default Begin Date for Scheduled Events
Module: Matter Management
Details: Users would like it to be like it was in version 5. It was defaulted to 1/1/1980 instead of just the last year. Implemented.
Issue ID: 535
Title: To-Do Package
Module: To-Do Workflow
Details: To-Do Packages - The setting to configure a To-Do Package to launch by incident date was changed to launch by Statute of Limitations date. The packages were already launching with the SOL date as the anchor date. The label was incorrectly indicating it would use the incident date.
Issue ID: 557
Title: Using Pick lists with History Tracking turned on
Module: Matter Management
Details: Picklists marked to have History Tracking enabled now will open the selection window by clicking on the down arrow as well as the magnifier glass button.

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Build Number: 511.660
Issue ID: 407
Title: AutoUpgrade reporting failure when Office 2007 not installed
Module: Deployment
Details: This issue has been resolved.
Issue ID: 425
Title: Case Documents Attachment screen doesn't sort correctly
Module: Outlook 2007 Add-In
Details: The sort feature has been corrected in this screen.
Issue ID: 429
Title: Enhancement to "Add new Version" functionality
Module: Document Management
Details: The functionality in the document revision feature has been enhanced to support two new abilities. 1. The ablility to select which revision of a document to base the next revision on. (not just the last one) and 2. The ability to import from a physical file location, a word processing document of the users' choice. This will allow a user to work offline on a document, and then add that document as the next revision of the document in CP.
Issue ID: 447
Title: Document Review of Adobe Documents
Module: Scanning
Details: A bug has been resolved that kept Adobe Acrobat documents from being able to be launched to into the viewer if marked for review.
Issue ID: 449
Title: Merging documents in CP causing association prompt
Module: MS Word Integration
Details: This issue has been resolved.
Issue ID: 480
Title: Truncation Error when loading Journal
Module: Matter Management
Details: A error introduced by a the inclusion of Matter Emails into the Journal has been resolved. The error stated: SQL Code 8152 String or binary data would be truncated
Issue ID: 483
Title: Document Delete
Module: Document Management
Details: A bug has been resolved that could cause documents to be deleted without the users knowledge. The issue occured only in this sequence of events. User selects multiple documents from the list and clicks on Delete. At the prompt the user selects Cancel. Then, the user selects a different group of documents to delete (not including some in the first selection group) and clicks Delete again. This time confirming the deletion of the second group. The result is documents from the first selection were also deleted. Note: The physical document file itself is never deleted and could be recovered from the History folder tree if the Matter and Document number are known.
Issue ID: 487
Title: Deleting Exchange Mails
Module: Outlook Mail Integration
Details: A bug has been resolved that was allowing users to delete emails from exchange mail even though they do not have the permissions to do so.
Issue ID: 495
Title: Adding reviewers brings up email dialog
Module: Document Management
Details: When reviewing a document, if you click on the Add/Remove Reviewers button, the email attachment dialog was first appearing before going to reviewers dialog. This behavor has been removed.
Issue ID: 503
Title: Time Slip Security
Module: Timeslips
Details: Desktop Timeslips: A bug has been resolved that allowed time slips to be deleted from the desktop view, even though the user's rights to delete time slips in Desktop Options and Case Information Screen was revolked.
Issue ID: 504
Title: Reviewing Docs screen - Document Detail disabled on non imaged docs
Module: Uncategorized
Details: The document detail was being disabled when the user selects a document that wasn't scanned in as an image. This has been resolved
Issue ID: 507
Title: Automatic user matching is polling deleted users
Module: Outlook 2007 Add-In
Details: A bug has been resolved with the Outlook add-in (2007 only) that caused users not to properly launch the add-in if that user was recently deleted and rematched.
Issue ID: 520
Title: Printing from Documents Screen prints duplicate lines for most of the documents
Module: Document Management
Details: A bug has been resolved that caused multiple lines for each document to be printed. The extra number of lines was related to the number of reviewers assigned to that document. The report format has been changed to include these seemingly redundant lines only if the reviewer information checkbox option is selected.

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Build Number: 511.600
Issue ID: 391
Title: Document Archive Feature not pulling all selected documents
Module: Matter Management
Details: Document Archive Feature: A bug has been resolved that kept documents from being included in a given archive set by date range, if that document had already been included in a previous archive set.
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