|
Build Number:
379 |
|
|
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:
|
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. |
|
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:
|
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. |
|
Build Number:
378.1 |
|
|
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:
|
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. |
|
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. |
|
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:
|
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. |
|
Issue ID:
|
888 |
|
Title:
|
Scanning to PDF |
|
Module:
|
Scanning |
|
Details:
|
A bug has been resolved that caused images scanned using the batch scan method not to be saved in the desired format. Those images were later retrieved in the batch and intended to be associated to the matter as PDF (the system setting default) but were being associated as TIFs. |
|
Issue ID:
|
917 |
|
Title:
|
Require Pick List with Case Wizard |
|
Module:
|
Uncategorized |
|
Details:
|
|
|
Build Number:
376 |
|
|
Issue ID:
|
556 |
|
Title:
|
Tab order on General info screen skips picklists with History mode enabled |
|
Module:
|
Matter Management |
|
Details:
|
This issue has been addressed. |
|
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:
|
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:
|
580 |
|
Title:
|
Notes Field in TODO'S not Scrollable |
|
Module:
|
To-Do Workflow |
|
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:
|
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:
|
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:
|
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:
|
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:
|
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:
|
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:
|
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:
|
769 |
|
Title:
|
Multiple Vendors on Combined Check |
|
Module:
|
Financial - Plaintiff |
|
Details:
|
Single check combining invoices with differing vendors with different payee names. |
|
Build Number:
375.2 |
|
|
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:
|
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:
|
592 |
|
Title:
|
Emailing Scanned document, attachment is inverted in Faxmaker |
|
Module:
|
Scanning |
|
Details:
|
This issue has been resolved |
|
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:
|
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:
|
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:
|
657 |
|
Title:
|
Appt Reminder popups not displaying case associations and fail to clear if snoozed and then deleted |
|
Module:
|
Scheduling |
|
Details:
|
|
|
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:
|
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:
|
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. |
|
Build Number:
375.1 |
|
|
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:
|
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:
|
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:
|
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:
|
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. |
|
Build Number:
372 |
|
|
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:
|
478 |
|
Title:
|
Problem emailing documents saved in Word2007 using new docx format |
|
Module:
|
Matter Management |
|
Details:
|
Word2007 and the rest of the Office 2007 applications have new file formats and extensions. This creates a problem for Word documents that are being saved in CP that are 2007 format. Until this build CP was considering all Word documents to be in .DOC format If you try to email one of these documents the extension that is put on the attachment is doc instead of docx. When the recipient tries to open the document it fails because was failing to recognized as a docx formatted file. This has been resolved by appending the .DOCX extension on those documents emailed as attachments. Note: For maximum compatiblity with existing wordprocessors, you should consider changing the default file format in Word 2007 back to DOC. |
|
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. |
|
Build Number:
371 |
|
|
Issue ID:
|
421 |
|
Title:
|
To_Dos Sort By User |
|
Module:
|
Matter Management |
|
Details:
|
Not sorting correctly when trying to sort by user. Resolved. |
|
Issue ID:
|
424 |
|
Title:
|
Backspacing in date fields causing runtime error or abnormal program termination |
|
Module:
|
Matter Management |
|
Details:
|
An error that occured if the user uses backspace to clear the default date from a date field while add/editing time slips has been resolved. The error occured if the user pressed backspace to erase the date, then clicked on the arrow to open the calendar selector. |
|
Issue ID:
|
428 |
|
Title:
|
Location Fields in outlook \ cp appointments |
|
Module:
|
Outlook Appointment Integration |
|
Details:
|
When you are creating an appointment in outlook, you have 2 location fields, Outlook's location field and the location drop-down in the CP toolbar. The problem is that when you are using the outlook location field, we are not writing the data to CP. This has been resolved. Note that in the CP desktop calendar views only the location drop-down list selection is displayed. From the Matter perspective you can see both of the location fields. |
|
Issue ID:
|
435 |
|
Title:
|
Messages - (Non Outlook integrated) |
|
Module:
|
Matter Management |
|
Details:
|
A bug has been resolved that caused inbox messages to vanish from the inbox inadvertantly. The messages had to be passed back and forth between users using the reply feature multiple times and then deleted by the user, causing the sender's copy to disappear too. |
|
Issue ID:
|
448 |
|
Title:
|
Associating Emails W/ Documents |
|
Module:
|
Outlook Mail Integration |
|
Details:
|
When associating an email with documents, and moving the documents to document history. some of the documents are not moving into document history. The problem is that one of the documents as a comman in the name of the document. Resolved. |
|
Issue ID:
|
451 |
|
Title:
|
Appointment boxes not graying out |
|
Module:
|
Scheduling |
|
Details:
|
Appointments that span more than one day and over two months are not displaying gray blocks properly in the calendar. Resolved. |
|
Issue ID:
|
452 |
|
Title:
|
All day appts |
|
Module:
|
Scheduling |
|
Details:
|
All day appointments that span over a couple of days showing up incorrectly. |
|
Issue ID:
|
453 |
|
Title:
|
merging cardfile picklist info |
|
Module:
|
Document Assembly |
|
Details:
|
Merging picklist info from a cardfile pulls in data from all picklist selections associated with that card instead of the actual picklist that was selected in the merge form. Resolved. |
|
Issue ID:
|
454 |
|
Title:
|
Special Damages Merge |
|
Module:
|
Document Assembly |
|
Details:
|
Document Assembly process not merging the bill information from the special damages screen. Resolved. |
|
Issue ID:
|
472 |
|
Title:
|
Changes to Transferred Timeslips |
|
Module:
|
Timeslips |
|
Details:
|
A regression in the last build introduced a problem allowing the editing of transferred timeslips. This has been resolved. |
|
Build Number:
370 |
|
|
Issue ID:
|
345 |
|
Title:
|
Printing TODO's |
|
Module:
|
To-Do Workflow |
|
Details:
|
When you are in the desktop todo screen, and your view is set to Daily Activity. When you click the Printer icon on the secon toolbar, cp kicks you out. and gives you an error. This has been resolved. |
|
Issue ID:
|
363 |
|
Title:
|
Calendar Blocks - Selected date needs better Visual Outline |
|
Module:
|
Scheduling |
|
Details:
|
We were receiving reports that it is difficult to tell which date is selected. We have changed the font size and color of the selected day to help better distinguish the selected day. |
|
Issue ID:
|
373 |
|
Title:
|
Scheduled Events Duplicating |
|
Module:
|
Scheduling |
|
Details:
|
When you create a reacurring meeting for say monday - wednesday, it shows twice for each day in scheduled events. Resolved. |
|
Issue ID:
|
374 |
|
Title:
|
Schedule Events Not Showing All Days |
|
Module:
|
Scheduling |
|
Details:
|
When you create an appointment that is reacurring, and associate it with client profiles, that appointment does not show the first day in scheduled events. So if the appointment is from 6/5, 6/6, and 6/7, scheduled events is only showing 6/6, and 6/7 bot the day it actually starts. Resolved |
|
Issue ID:
|
375 |
|
Title:
|
Reocurring Appointments\Meetings |
|
Module:
|
Scheduling |
|
Details:
|
When user create reocurring appointments they show up on the actual date, and the next day is blocked out. Resolved |
|
Issue ID:
|
376 |
|
Title:
|
CP Calendar Not Blocking out Days |
|
Module:
|
Scheduling |
|
Details:
|
When you create an appointment that is an all day appointment, it not blocking out the date of the appointment. It shows on this day, but then blocks out the next day. To test, make sure you do not have an appointment on the following day, so you can see this happen. Resolved. |
|
Issue ID:
|
394 |
|
Title:
|
Make the second set of address fields available as merge fields for Firm information |
|
Module:
|
Document Assembly |
|
Details:
|
The second set of address fields for the firm information have been made available for use in the merge process. |
|
Issue ID:
|
400 |
|
Title:
|
Appointments Spanning Multiple Days |
|
Module:
|
Scheduling |
|
Details:
|
When you create an appointment that starts Monday at 8am, and goes to Wed. at 12pm, the scheduled events screen is not picking up the Monday appointment. Resolved |
|
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:
|
420 |
|
Title:
|
System Setup Issue - Case Information Screens |
|
Module:
|
Matter Management |
|
Details:
|
When trying to remove case information screens from a lawtype - it is not working. You can't highlight the case info screen you want to remove.... only the summary can be removed as it is typically the first one highlighted. Fixed. |
|
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 |
|
Build Number:
367.1 |
|
|
Issue ID:
|
377 |
|
Title:
|
Format of settlement date in document assembly |
|
Module:
|
Document Assembly |
|
Details:
|
When merging the long format for the Settlement Date, CP outputs as follows: February 04, 2007 instead of February 4, 2007. This has been changed to remove the leading zero. |
|
Issue ID:
|
379 |
|
Title:
|
Issues for laptop checkout |
|
Module:
|
Matter Management |
|
Details:
|
Minor modifications have been made to the laptop checkout feature to support firms running SQL2005 |
|
Issue ID:
|
381 |
|
Title:
|
Custom Case Screens |
|
Module:
|
Document Assembly |
|
Details:
|
The string fileds are merging but not the picklist items from the Custom Case Screens. Issue has been resolved. |
|
Issue ID:
|
388 |
|
Title:
|
System setting for "Personal Contact Role" |
|
Module:
|
Matter Management |
|
Details:
|
The system setting for Personal Contact Role was inadvertenly removed when cleaning up the settings for Palm Pilot integration. This setting is also used by the Outlook personal contact integration. We need to add the setting to the Outlook tab in Other Settings. Make the label read Personal Contact Role. |