|
Build Number:
251 |
|
|
Bug Fix:
|
Appointments: Moving recurring appointments with option to keep existing appointment with different status
|
|
Application:
|
Case Management |
|
Details:
|
A new warning message will be presented to the user when performing a
move or copy operation on appointments that were created using the
Recurring Appointment feature. This warning will inform the user that
certain combinations of the Move/Copy options window do not actually
complete the operation as the user might have intended. This is due to
technical reasons in the design of the appointment storage mechanism.
When the user attempts to move an appointment that was created using the
Recurring Appointment feature and the option to "keep the existing"
appointment is selected, the following actions will actually occur.
If the user has the "keep existing" option selected (and change the
appointment status):
-- Only the selected appointment will be Copied or Moved to the new
desired date. The new warning message will describe this action to
the user and allow the user to continue or cancel.
However, if the user has the "delete original" option selected:
-- The entire series of recurring appointments will be Copied or Moved
Note: The Move/Copy feature is fully supported in Version 8.
|
|
Bug Fix:
|
Card File - Click Locate button then double click to edit card file
|
|
Application:
|
Case Management |
|
Details:
|
Card File - Click Locate button then double click to edit card file.
Then click OK to close that window. Immediately CP errors out with
'Invalid DataWindow row/column specified at line 16 in function
uf_Refresh_Info of object u_desktop_rolodex.
This issue has been fixed.
|
|
Bug Fix:
|
Card File Locate - Client Number in Card File did not show when using Locate to search, but shown when using Search button
|
|
Application:
|
Case Management |
|
Details:
|
This issue has been fixed.
|
|
Bug Fix:
|
Complete E-mails inside a case using Client Profiles email system
|
|
Application:
|
Case Management |
|
Details:
|
In Case - Messages - Once the message has been completed, click the
refresh icon to refresh, this message reappears.
This issue has been fixed.
NB: This issue was thought to be fixed in 250.1
|
|
Bug Fix:
|
CP will not open Microsoft PowerPoint file with PowerPoint Viewer, but work fine with full version
|
|
Application:
|
Case Management |
|
Details:
|
This issue has been fixed.
|
|
Bug Fix:
|
Desktop - New Time Entry not able to change matter
|
|
Application:
|
Case Management |
|
Details:
|
On Desktop - Time Entry, user cannot modify the selected Matter when
creating a new time entry.
This issue has been resolved.
|
|
Bug Fix:
|
Desktop Inbox: Trash Can view refreshes without keeping track of the selected message.
|
|
Application:
|
Case Management |
|
Details:
|
A minor change has been made to the Inbox view for deleted messages that
disables the automatic refresh of the message list while in this view.
|
|
Bug Fix:
|
Document Merge - Defaulted Appointment Dates
|
|
Application:
|
Case Management |
|
Details:
|
This issue has been fixed.
Note: This issue was thought to be fixed in 250.1.
|
|
Bug Fix:
|
Document Merge - Extra commas to the 'All Address Comma' field
|
|
Application:
|
Case Management |
|
Details:
|
A bug has been resolved where extra commas are added to the end of the
address and before a new party name.
|
|
Bug Fix:
|
Enhanced Imaging - Concurrency issue in Citrix
|
|
Application:
|
Enhanced Imaging |
|
Details:
|
When multiple users running enhanced imaging in Citrix causes images to
be overridden each other document. This happens due to c:\Temp folder
being shared by users. CP uses this folder to create temporary images (
1.jpg, 2.jpg... ) when user create or retrieve a document. For example
user A retrieves a document with 5 pages, CP creates ( 1.jpg, 2.jpg,
3.jpg, 4.jpg and 5.jpg ) in c:\Temp folder. Then he modified 2.jpg and
add a new page ( 6.jpg ). Now user B logs in and retrieves a document
with 2 pages, again CP creates ( 1.jpg and 2.jpg ). User B did not make
any changes. While user B is browsing this page ( 1.jpg ), user A click
on the Save icon to save changes and closes CP. User B then exit CP. The
next time when user A retrieves the same document, the second page (
2.jpg ) has been replaced by user B's page 2 ( 2.jpg ).
Assuming user A and B has modified their Windows TEMP and TMP
environment variable to point to c:\Temp.
This issue has been fixed to use Windows special folder such (
C:\Documents and Settings\{user}\Local Settings\Temp ) to avoid
concurrency issue.
|
|
Bug Fix:
|
Enhanced Imaging - Emailing - The attachment was not included when only one page has been selected
|
|
Application:
|
Enhanced Imaging |
|
Details:
|
This issue has been fixed.
|
|
Bug Fix:
|
Enhanced Imaging - New Scan - Email in JPG
|
|
Application:
|
Enhanced Imaging |
|
Details:
|
Enhanced Imaging - New Scan - Email in JPG causes an error something
like 'file not found in Temp folder' after emailing while attempting to
save changes.
|
|
Bug Fix:
|
Inbox Emails and Phone Messages
|
|
Application:
|
Case Management |
|
Details:
|
When a user completes a phone message or deletes an email from their
inbox, it is also dleting it from the case it is associated to.
This issue has been fixed. When a user completes a message in Case -
Inbox, this will remove message from all assigned user from desktop
inbox.
|
|
Bug Fix:
|
Policy Report - The Limit (Low) and limit (High) values are truncated
|
|
Application:
|
Case Management |
|
Details:
|
This issue has been resolved.
|
|
Bug Fix:
|
Reply to All not displaying the correct names in th To field
|
|
Application:
|
Case Management |
|
Details:
|
This issue has been resolved and it will show correct names without
duplication.
|
|
Bug Fix:
|
Scanning Error - Document Search
|
|
Application:
|
Case Management |
|
Details:
|
On Document Search window when clicking on a row with a sail boat icon,
CP causes an error 'Cannot convert long in Any variable to sting.'
This issue has been resolved.
|
|
Bug Fix:
|
Security from deleting timeslips
|
|
Application:
|
Case Management |
|
Details:
|
This issue has been fixed.
Note: This issue was thought to be fixed in 250.1.
|
|
Bug Fix:
|
System Settings - Picklist Maintenance
|
|
Application:
|
Case Management |
|
Details:
|
On System Settings - Picklist Maintenance - Deleting an item of 'FRMTY'
causes a database error something like:
UPDATE doc_sub_type_type_sk set documents=NULL where document_sk=12343
This issue has been fixed.
|
|
Build Number:
250.1 |
|
|
Bug Fix:
|
Case - To-Do Items
|
|
Application:
|
Case Management |
|
Details:
|
If you deploy a to-do package, complete some items, and then change the
rest the target date for the rest of the pending to-do's, the due date
also changes for the already completed to-do's. So then it looks like
you completed them well in advance of the previous due date.
This issue has been fixed.
|
|
Bug Fix:
|
Case Document - Changing to a different Case Number causes programming error
|
|
Application:
|
Case Management |
|
Details:
|
Case Document - Changing to a different Case Number by clicking on the
magnifying glass to search for a new case. Once a case has been
selected, CP causes programming error:
Error: 63
Line: 46
Event: ButtonClicked
Object: dw_1
This issue has been resolved.
|
|
Bug Fix:
|
Case Liens & Lops - CP causes an error when print preview with optional Notes field unchecked
|
|
Application:
|
Case Management |
|
Details:
|
Case Liens & Lops - CP causes an error when print preview with optional
Notes field unchecked.
This issue has been fixed.
|
|
Bug Fix:
|
Case Messages - Complete icon toolbar
|
|
Application:
|
Case Management |
|
Details:
|
The Complete icon toolbar inside of a case is always disable eventhough
this option is set to be enabled in the Security Settings.
This issue has been fixed.
|
|
Bug Fix:
|
Desktop Inbox - After reading email messages, they are unbolded. However pressing the refresh icon previously read e-mails are BOLDED again
|
|
Application:
|
Case Management |
|
Details:
|
This issue has been fixed.
|
|
Bug Fix:
|
Document Merge - Defaulted Appointment Dates
|
|
Application:
|
Case Management |
|
Details:
|
When performing a document merge with appointment dates, CP always
default to the latest date.
This has been changed to default to the first date found in the future
(disregarding anything that was scheduled in the past).
|
|
Bug Fix:
|
Document Merge - When merging a form with both plaintiff and defendant claim numbers, the first party listed claim number merges for both parties
|
|
Application:
|
Case Management |
|
Details:
|
This issue has been fixed, and it should now listed the correct claim
number.
|
|
Bug Fix:
|
Full Text Search Print Locks Up
|
|
Application:
|
Case Management |
|
Details:
|
On Desktop - Documents - Search - Full Text enable, once data retrieved
then click on Print button. CP locked up.
This issue has been fixed.
|
|
Bug Fix:
|
Sending emails for multiple recipients using Client Profile inhouse mailing system
|
|
Application:
|
Case Management |
|
Details:
|
Once email was sent to multiple recipients, go back to InBox, the bottom
screen shows only single recipient. However, when printing this message,
it shows all recipients. This issue has been fixed.
The Reply All toolbar is now enabled.
|
|
Bug Fix:
|
System Settings for Standard Imaging Module
|
|
Application:
|
Case Management |
|
Details:
|
Some fields/controls showed up on Standard Imaging Module. Those
fields/controls are only available for Enhanced Imaging Module only.
Those controls have been removed for Standard Imaging Module.
|
|
Build Number:
249 |
|
|
Bug Fix:
|
Case Information - Inbox: To and CC users now displayed using full name instead of userid.
|
|
Application:
|
Case Management |
|
Details:
|
The To and CC fields for mail messages will now display using first and
last name, instead of the Client Profiles userid.
|
|
Bug Fix:
|
Case Information: Program error occurs in Messages screen after completing a To-Do.
|
|
Application:
|
Case Management |
|
Details:
|
Error: cannot assign object of type nv_dbi_to variable of type
nv_dw_dbiu
A bug has been resolved that caused this error message to be presented
to the user if the messages window was selected immediately after
completing a To-Do.
|
|
Bug Fix:
|
Custom forms issue
|
|
Application:
|
Case Management |
|
Details:
|
An issue has been resolved when you delete the data in the numeric field
from custom case screen and tab to another field, this will leave a huge
number in the field. Once deleted, the field will be blank.
|
|
Bug Fix:
|
Desktop To-Do - When changing a new matter, it always shows current logged in user instead of a preselected attorney
|
|
Application:
|
Case Management |
|
Details:
|
This issue has been fixed, and it will show the preselect attorney if
this option has been enabled in System Settings.
|
|
Bug Fix:
|
Document Import: File not found - Please verify the correct file name was given.
|
|
Application:
|
Case Management |
|
Details:
|
A bug was resolved that caused a "File not found" error message to be
presented to the user in certain situations. This error occured when
the user imported files that were originally found in the "root"
directory of the local drive. The window was attempting to remember
that directory for the next time a document was imported, but was unable
to save the root directory entry correctly.
|
|
Bug Fix:
|
Document Merge - Merge problem with scheduled events
|
|
Application:
|
Case Management |
|
Details:
|
A bug has been fixed to show only Normal appointments instead of all.
|
|
Bug Fix:
|
Document Merge - Repeating
|
|
Application:
|
Case Management |
|
Details:
|
An issue has been fixed in document merge where the party has multiple
roles within the same case.
|
|
Bug Fix:
|
Document Merge for Case Party Comments
|
|
Application:
|
Case Management |
|
Details:
|
A bug has been resolved when performing a document merge where multiple
parties have been selected with comments.
|
|
Bug Fix:
|
Enhanced Imaging - Document Review - Direction filter did not function correctly
|
|
Application:
|
Enhanced Imaging |
|
Details:
|
A bug in Document Review - Direction filter has been resolved. Open the
Document Review window by clicking the UnReview button at the bottom
left corner, shows a few rows, Change the filter to 'Outgoing' shows no
row. Changed it back to 'Both Incoming and Outgoing' or the initial
filter option shows no row.
This issue has been fixed.
|
|
Bug Fix:
|
Mail recipient selection window is defaulting to have email addresses selected.
|
|
Application:
|
Case Management |
|
Details:
|
A recently change in this window caused the email addresses to be
checkmarked by default. This has been resolved.
|
|
Bug Fix:
|
Plaintiff Pay From Trust
|
|
Application:
|
Financial System |
|
Details:
|
Validation on distributions...
Will not allow a deposit to be made without a transaction type.
|
|
Bug Fix:
|
Social security case level adding To-Do information shows blank page
|
|
Application:
|
Case Management |
|
Details:
|
A bug has been fixed for Social security case level when adding a To-Do
information. It shows a blank To-Do page and no visible field for
editing.
|
|
Bug Fix:
|
Social security case level should display the level information correctly
|
|
Application:
|
Case Management |
|
Details:
|
On the Case Summary screen for social security should display the level
information correctly.
|
|
Bug Fix:
|
Timeslip crashed on cpTabAR7.DLL when adding a new timeslip
|
|
Application:
|
Case Management |
|
Details:
|
This issue has been fixed.
|
|
Bug Fix:
|
Timeslip Entry - the rate field always return 0
|
|
Application:
|
Case Management |
|
Details:
|
A bug has been resolved from entering a timeslip data. It will now
return a correct rate for the attorney instead of 0.
|
|
Build Number:
248.1 |
|
|
Bug Fix:
|
Document History - The profiled tab gets an empty white page
|
|
Application:
|
Case Management |
|
Details:
|
A bug has been resolved where the Document Profile tab at the bottom
shows an empty white page. This happens when the cursor at Revision tab
and then click on a PDF file on the above list that was previously
created from the Imaging window. The Document Profile tab now shows
empty page.
|
|
Bug Fix:
|
Document Merge - Settled fee judge signed field
|
|
Application:
|
Case Management |
|
Details:
|
The date field does not merge with ling format even though it was
selected in the forms setup.
This issue has been fixed.
|
|
Bug Fix:
|
Email from Client Profiles
|
|
Application:
|
Case Management |
|
Details:
|
When sending an email, CP uses UserID and domain name instead of email
address.
This issue has been fixed to set the default Email selection to work
email. When doubleclicking or click on the To, CC, BC buttons will
automatically use work email. This setting assumes that Outlook has been
enabled.
|
|
Bug Fix:
|
Settlement Screen - Clicking 'Party' label will not sort the column
|
|
Application:
|
Case Management |
|
Details:
|
This issue has been fixed.
|
|
Bug Fix:
|
Settlement Screen - Delete a date from 'Date From Client' field produces an invalid date ??/??/4050
|
|
Application:
|
Case Management |
|
Details:
|
This issue has been fixed.
|
|
Bug Fix:
|
Settlement Screen - Entering a negative amount in the 'Settle Amount' field gives the word ###;(RED)
|
|
Application:
|
Case Management |
|
Details:
|
This issue has been fixed.
|
|
Bug Fix:
|
Settlement Screen - Lost changes when click on the Document Merge icon
|
|
Application:
|
Case Management |
|
Details:
|
This issue has been fixed. If the data has been modified and click on
the Document Merge icon to perform document merge, CP will prompt to
save changes.
|
|
Build Number:
247.2 |
|
|
Bug Fix:
|
Asbestos - Adding a duplicate jobsite for a selected employment causes an error 'Name not found accessing external object property cc_ComputeName'
|
|
Application:
|
Case Management |
|
Details:
|
This issue has been resolved.
|
|
Bug Fix:
|
Case Information - Documents: Email attachment of 3 or more documents from a Matter doesn't attach the third and higher document
|
|
Application:
|
Case Management |
|
Details:
|
A bug has been resolved that caused an issue with Outlook emails being
sent from the Documents screen with 3 or more documents selected for
attachment. The issue occured if 3 or more documents were selected for
attachment.
|
|
Bug Fix:
|
Case Information-Documents: Attaching a documents as email attachments that have double quotes in the RE field of the doc profile raise errors
|
|
Application:
|
Case Management |
|
Details:
|
A bug has been resolved that caused document attachments to Outlook from
the Documents screen to fail if the RE field in the document profile
contained double quotes (") This only affected systems that use the
the feature that names documents attached from the Documents screen as
email attachments from the text that is entered in the document profile
for RE.
|
|
Bug Fix:
|
Document History crahed with an error 'Error accessing external object property values...'
|
|
Application:
|
Case Management |
|
Details:
|
CP gets an error 'Error accessing external object property values (Line
1 Column 660 incorrect syntax) at line 90 in function uf_row_changed of
object u_document_maint.' on document history. This is an inconsistent
error when CP tries to collect all applications installed in current
machine and display them as an attachment list on Attachment tab.
This issue has been fixed.
|
|
Bug Fix:
|
GL out of balance when voiding checks during the print verification
|
|
Application:
|
Financial System |
|
Details:
|
Stored procedure ACDT_acct_voidcheck was fixed to correct this bug
Peter Whang
Client Profiles Financial Systems
pwhang@clientprofiles.com
Office: 678.822.3900
Fax: 678.822.3904
|
|
Bug Fix:
|
Inhouse Mail (non Outlook/CP Email Gateway ) messages display To and CC as userids instead of first name/lastname
|
|
Application:
|
Case Management |
|
Details:
|
A change has been made to display the TO and CC names in first name /
lastname form, instead of displaying the CP userid.
This change does not affect Outlook integration users or firms still
using the CP Email Gateway feature.
|
|
New Feature:
|
Support added for WordPerfect Office 13
|
|
Application:
|
Case Management |
|
Details:
|
Support has been officially added for WordPerfect Office 13
|
|
Build Number:
247 |
|
|
Bug Fix:
|
Case Information- General Information screen: Boundary Error when canceling out of Case Staff selection window.
|
|
Application:
|
Case Management |
|
Details:
|
A bug has been resolved that caused an error to be presented to the user
when the Case Staff selection window is closed using the "cancel" button
instead of "OK"
|
|
Bug Fix:
|
Email from Client Profiles
|
|
Application:
|
Case Management |
|
Details:
|
This window now allows user to pick either the Work email address or
Home email address by clicking on the checkbox. Make sure to click
either Work email or Home email address or the system will use current
logged in ID and domain's name instead of SMTP address in Active
directory.
|
|
Bug Fix:
|
Multiple issues
|
|
Application:
|
Financial System |
|
Details:
|
Issues that are resolved in this build are,
1. XP issue with radio set control.(control doesn't repaint when
its on the frame)
2. Hit 'Save' twice on GL chart and get 'Overflow' error.
3. Financial setup, tabs are removed, previous build was disabling
them.
4. Payables are not displayed inside case on the case expense tab
unless there is at least one cost item.
5. GL Posted query, fail to reflect changes after first run.
|
|
Bug Fix:
|
Scanning in PDF format sometimes an error 'Cannot convert any in Any...'
|
|
Application:
|
Enhanced Imaging |
|
Details:
|
Scanning in PDF format sometimes an error 'Cannot convert any in Any
variable to integer. Possible cause uninitialized value.'
This issue has been fixed.
|
|
Bug Fix:
|
Standard Imaging - Causes a system error while acquiring image
|
|
Application:
|
Case Management |
|
Details:
|
Inconsistent error 'Could not acquire image - Error #: 20080' when
scanning in ADF. It works fine when scannin in flatbed.
This issue has been fixed.
|
|
Bug Fix:
|
Time Entry Calendar last date no time showing
|
|
Application:
|
Financial System |
|
Details:
|
Stored procedure was not returning the last date to the Calendar view.
CMDT_Timeslips_GetCalendar
Peter Whang
Client Profiles Financial Systems
pwhang@clientprofiles.com
Office: 678.822.3900
Fax: 678.822.3904
|
|
Build Number:
246.5 |
|
|
Bug Fix:
|
Asbestos - Adding a duplicate jobsite for a selected employment causes an error 'Name not found accessing external object property cc_ComputeName'
|
|
Application:
|
Case Management |
|
Details:
|
This issue has been resolved.
|
|
Bug Fix:
|
Asbestos - Employment - Amount Paid field
|
|
Application:
|
Case Management |
|
Details:
|
Currently, the Amount Paid field in this employment only accepts tens of
thousands.
This issue has been fixed to accept millions of dollars.
|
|
Bug Fix:
|
Changing a new case party does not retrieve the new selected party when doubleclicking for editing
|
|
Application:
|
Case Management |
|
Details:
|
This issue was originally report the fixed on 246.4. It was partially
fixed where the summary tab retrieves the new selected party.
This fixed include the new selected party when doubleclicking for
editing card file.
|
|
Bug Fix:
|
Documents Save As misspell the word 'refresing'
|
|
Application:
|
Case Management |
|
Details:
|
This issue has been fixed.
|
|
Bug Fix:
|
Error message when clicking Delete toolbar item
|
|
Application:
|
Case Management |
|
Details:
|
On Card File - Desktop, click the Delete icon in the toolbar without
performing any searches produces an error 'Invalid DataWindow row/column
specified'
This issue has been fixed.
|
|
Bug Fix:
|
Forms Report - The Description field is chopped off on printing
|
|
Application:
|
Case Management |
|
Details:
|
Increase the width of the Desciption field by an inch when printing the
Merge form listing. Go to Administration main menu - System Setup -
Merge Forms. Search for a form and click on Print button.
This issue has been fixed.
|
|
Bug Fix:
|
Part of Deleting Products on Cards - will now prompt a warning message
|
|
Application:
|
Case Management |
|
Details:
|
Deleting a Product card file that's in used will get a better warning
message when deleting it.
|
|
Bug Fix:
|
Picklist - Deleting and replacing not update the Payments Type
|
|
Application:
|
Case Management |
|
Details:
|
Deleting and an item for INSTYP (Insurance Types), and when ask for a
replacement, select a new replacement item will not yield the new result
in Payments.
This issue has been fixed. On Case - Special Damages - Type field ( at
the bottom pane ) will now show the new replacement item instead of a
blank.
|
|
Bug Fix:
|
Role description did not show on document merge
|
|
Application:
|
Case Management |
|
Details:
|
Role description did not show on document merge. However, on normal form
merge setup, on the Parties tab, click on Field button for a selected
role, this 'Entity_Description' has been selected.
This issue has been fixed. The case party role description will be shown
on merge document.
|
|
Bug Fix:
|
Scanning and Profiling gets an error 'Null object reference'
|
|
Application:
|
Enhanced Imaging |
|
Details:
|
Scanning and Profiling gets an error 'Null object reference' in Window:
u_Document_Revision, Object: dw_1, Event: ue_PostUpdate(), line 69.
This issue has been fixed.
|
|
Build Number:
246 |
|
|
Bug Fix:
|
Case - Document - doubleclicking on a TIF/PDF file gets an error
|
|
Application:
|
Case Management |
|
Details:
|
Case - Document - doubleclicking on a TIF/PDF file gets an error 'Unable
to locate the external helper application to open this document. [.tif].
Assuming this file was imported earlier.
This issue has been fixed.
|
|
Bug Fix:
|
Case - Documents - Print preview gets an error 'SQL Code 999 encountered'
|
|
Application:
|
Case Management |
|
Details:
|
Case - Documents - Print preview gets an error 'SQL Code 999
encountered' immediately after clicking on the Preview button.
This issue had been fixed.
|
|
Bug Fix:
|
Case Search - Matter tab - Entering '%' or '*' yields different result set
|
|
Application:
|
Case Management |
|
Details:
|
When enterring '%' returns duplicate rows when it has more than 500
rows, but it didn't return duplicate rows when entering '*'
This issue has been fixed, and it will not return duplicate rows.
|
|
Bug Fix:
|
CP Appointments - Daily Summary view
|
|
Application:
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Case Management |
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Details:
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CP Appointments - Daily Summary view. When Desktop Calendar default to
myself and other, after creating appointments, the Who field did not
show the name consistently. It shows the my name then other then back to
me. This happen when the 'Display multi-user apps as single item'
checkbox is checked.
This issue has been fixed, and it will show the same user.
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Bug Fix:
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Enhanced Imaging - Normal or Batch Image Import From Existing Files
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Application:
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Enhanced Imaging |
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Details:
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On Select Entry window, the file format was set to 'TIF' or 'PDF' and
select Batch Import. Select a file or files to be imported. Type in the
profile information and click to associated a matter. Once it's
completed, go to Case - Document. This new imported has either a TIF or
PDF icon on the right.
This issue has been fixed, and it will show JPG icon so that when this
image(s) will be viewed within Client Profiles instead of external
viewer.
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Bug Fix:
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Enhanced Imaging - System Settings - Other Settings - Scanner Settings - File Format selection
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Application:
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Enhanced Imaging |
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Details:
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Enhanced Imaging - System Settings - Other Settings - Scanner Settings -
File Format. The settting indicated that 'JPG' is selected, but PDF is
selected on Imaging - Select Entry window.
This issue has been fixed in System Setting to show the same selection
as in Select Entry window.
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Bug Fix:
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Enhanced Imaging - The window remains Minimized when open up a new window
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Application:
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Enhanced Imaging |
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Details:
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Enhanced Imaging - The window remains Minimized when open up a new
window. This happen only when the window is opened from Case - Document
either for retrieve, import or new scan.
This issue has been fixed. This new window will be restored to normal
state.
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Bug Fix:
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Master To-Do list - File # filed gets chopped off
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Application:
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Case Management |
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Details:
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Master To-Do list - File # filed gets chopped off.
This issue has been fixed to increase the width of that field.
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Bug Fix:
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Time Sheet report - Matter field did not wrap around
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Application:
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Case Management |
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Details:
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The Matter field for Time sheet report did not get wrapped up when it's
a long string.
This issue has been fixed, and will be wrapped around the next row.
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Bug Fix:
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Time Sheet Report When Time and Billing has been enabled
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Application:
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Case Management |
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Details:
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Click on Time Sheet icon and select a date range, user(s) and so on. It
shows lots of data. However, click on Print icon and Preview, it shows
no data except report heading.
This issue has been fixed. On the Preview window, now it shows the
correct statuses for Time and Billing: Pending, WIP, Prebilled, and
Billed. For Case and Management, it shows Pending, Released, Transfer,
and Exception.
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Bug Fix:
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Unable to save changes to Client Cards if Juris Integration is enabled.
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Application:
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Juris Integration |
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Details:
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A bug has been resolved that disallowed changes to Client Cards if Juris
or Compulaw integration is enabled. The message box "Client Code not
Unique" was being presented in error.
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Build Number:
245 |
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Bug Fix:
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Card file editing for company name
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Application:
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Case Management |
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Details:
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Card file editing for company name. When modifying company name from
'Adt Security' to 'ADT Security', the changes was not accepted.
This issue has been fixed, and the changes will be saved immediately.
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Bug Fix:
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Desktop - Phone Messages: Reply to All doesn't pick up all users on phone message
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Application:
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Case Management |
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Details:
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If mulitple users are sent a phone message and the "Reply to All"
feature was involked, not all of the users were being preset into the
reply. This has been resolved.
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Bug Fix:
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Enhanced Imaging - Viewing unReview document sometimes gets an error 'Not Found'
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Application:
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Enhanced Imaging |
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Details:
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Enhanced Imaging - Viewing unReview document sometimes gets an error
'Not Found'. When double clicking on a row to view the TIF/PDF in the
native OS file viewer, CP errors out 'Not Found', 'Document does not
exist. File Name: ....\'. However, if the Thumbnail browser was enabled,
those images are previewed. This error happens either the TIF/PDF was
never created succesfully during new scanned or this file was deleted
from the server.
This issue has been fixed. When it happens, CP will try to recover using
the scanned in images from it's individual file (JPG).
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Build Number:
244 |
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Bug Fix:
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Appointment Search window: Error occurs if more than one appointment type, location, or status is selected as a search criteria
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Application:
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Case Management |
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Details:
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A bug has been resolved that caused a runtime error to be presented to
the user if more than one of item was selected from any of the three
picklists for appointment type, appointment location or appointment
status.
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Bug Fix:
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Card File - Company Name: If a company name is entered with an apostrophe, it can't be searched
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Application:
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Case Management |
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Details:
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If a company is added to a card file entry with an apostrophe, (like
"O'Brady") , searches using the string:
o'brady
fail to find the company record. The workaround to find a substring in
the name did find it:
%brady
did find it company requested.
This bug has been resolved
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New Feature:
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Case Information - Case Parties: Cellular phone number fields now displayed
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Application:
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Case Management |
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Details:
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The cellular phone number for the selected party is now displayed along
with the other phone number information while in the Case Party view.
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New Feature:
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Case Information - Documents : When Outlook Integration is enabled, a new email address selection screen will be presented before Outlook is presented.
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Application:
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Case Management |
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Details:
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If one or more documents are selected to be emailed directly from the
Documents screen. (the yellow icon with paper clip), a new window will
be presented to the user to allow selections for the TO:, CC: and BCC:
email addresses. This window will allow selection of email addresses
from the Corporate Card File, Personal Card File, and from a list of
Parties on the matter.
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Bug Fix:
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Case Information - Documents: Printed report includes less documents that expected or gives data truncation error
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Application:
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Case Management |
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Details:
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A bug has been resolved that caused a data truncation error to
abnormally abort the printed reports from the Case Information Documents
screen.
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Bug Fix:
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Case Information - Documents: Selecting the "Last 50" or other limiting selection for documents doesn't seem to return the most recent XX documents"
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Application:
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Case Management |
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Details:
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A bug has been resolved that caused the "Last xx" document filter to not
correctly identify the documents in reversed date order. The system
would return the "XX" number of documents, however they weren't always
the most recent by date.
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Bug Fix:
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Case Information - Lien/Lops
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Application:
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Case Management |
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Details:
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A screen update issue has been resolved in the Lien/LOPs case
information screen. When more than one entry in this screen and the
2nd or higher record was modified to change the provider, the newly
chosen provider was incorrectly displayed on the first row. The data
was correctly saved, but the screen update was confusing. This issue
has been resolved.
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Bug Fix:
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Case Information - Settlement: Typo in instructions to change Case Party
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Application:
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Case Management |
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Details:
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A typo in the user instructions was made.
The phrase: 'Change dw_1 (Defendant) to which Case Party?'
was changed to:
'Change (Defendant) to which Case Party?'
where (Defendant) represents any party role being changed.
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Bug Fix:
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Case Information- Conflict Search not displaying all Party's in roles that are configured to be uses during conflict searches.
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Application:
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Case Management |
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Details:
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A bug has been resolved that caused Parties that were converted from
external data into Client Profiles to not be correctly identifed for
Conflict Searches. These parties did not show up on the "People Used"
tab of the conflict search screen. Parties that are entered using the
normal Client Profiles interface were not affected by this issue.
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Bug Fix:
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Case Search - People Tab: Printing results from the People search yields no results
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Application:
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Case Management |
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Details:
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A bug has been resolved that caused the printed report from the People
tab of the Case Search window to be blank.
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Bug Fix:
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Custom Case Info Screen - font name, font size, and allignment for Card File Method Lookup' method
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Application:
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Case Management |
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Details:
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A few changes to Custom Case Info Screen for 'Card File Method Lookup'
method:
* Font name from 'Times New Roman' to 'MS Sans Serif'
* Font size from 10 pts to 8 pts
* Font allignment from right to left justification
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Bug Fix:
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