A few exciting developments in this latest release include new keyboard shortcuts, double-column address displays for templates and enhancements to our email/messaging and invoice capabilities. Please scroll down for more details.
Activities
- Including the file name of documents in the activity's description
- If the name and activity description are identical, the file's name is not displayed
- New Rename control for renaming files in the activity's details
- Forwarding a document from the Activities list will no longer create a new activity entry for that document. An activity entry for the message is still created, however.
Browse Firm PDFs
- Can now set the priority of the message sent when choosing to Notify Attorney Responsible
- Can now add and remove any number of Activity Tags from a document
- Can now edit the document's Description after it has been attached to a case
- Editing the Description creates a new activity in the case's Activity feed
- Better filtering for unattached documents
Calendar
- Improved filtering when a case name contains accented characters
- QuickLinks for filtering by Firm Branch Office are now available
Cases
- Citation Number for Malpractice cases is now saved and retrieved properly
- Venue selector no longer disappears for users with non-California jurisdictions set
Companies
- The list of people types is now ordered alphabetically
Contacts
- Staff Responsible added to the Cases table
- Ability to filter on the newly added Staff Responsible
Events
- Events' Where data is now shown in the Events table
- Filtering on Where data is now possible
- Filtering on Firm Office is now possible
- OR filters on Assignees now work properly
Exporting
- Timeslips, BCS, and Tabs3 exporting improved for moderately-sized datasets (400 - 1000+ entries)
- Better behavior for all formats when exporting large datasets (8000+ items)
- Expense Code E101 amounts now placed in the Photocopy column of Timeslips exports rather than the Misc column
Firm Branch Offices
- Changing the Default Venue after creating the Firm Branch Office is now possible
Forms
- Improved behavior when working with forms that use descriptions no longer used by the court
Invoices
- Better behavior of the Save button so extra clicks do not cause unnecessary saves
- Attorney (Atty) column on PDF Invoices relabeled Billed By (By) to reflect that not only attorneys' entries appear on invoices
- User column in summary box on PDF Invoices relabeled Billed By to reflect the change to the column in invoice line items
Ledgers
- Improved sorting and filtering by the Amount column
Messages
- Improved handling of recipients when performing a Reply to All
- Now able to attach documents from a case's Activities without first downloading them
- Attaching a document from a case's Activities list will not create a new activity entry for that document. An activity entry for the message is still created, however.
- Sender name is included in default Description text when linking a message to a case
- From: <sender name>. Subject: <message subject>
- Removed automatic double-dash (--) from signature blocks; it can be added manually if needed
- Print Full Body now includes a list of attachments
- Improved behavior when linking messages to cases when using the Preview Pane (aka, widescreen mode)
Parties
- Insurance fields now have placeholder text
- When adding parties, searching now also checks a contact's Uniform Assigned Name (UAN), if present, to determine a match
Preferences
- User preferences
- Start of Week is now settable
- Sunday or Monday can be chosen for the start of the week
- Setting affects both the Event Calendar and the date picker calendars that are shown when choosing a date
- The default is Sunday
- Audible notifications for messages can now be turned off; the default is ON
- Age of items shown in My Billable Time is no longer hard-capped at 90 days, and can be set to one of the following:
- Since the 1st of the Year
- 30 Days
- 90 Days (default)
- 180 Days
- Firm preferences
- Limit the length of Case Ledger Descriptions to a desired number of characters
Receivables
- Now able to unlink a receivable from an invoice without deleting the entire receivable
- Better behavior of the Save button so that extra clicks do not cause unnecessary saves
Reports
- Billable Time: Full Detail now shows the Invoice Reference Number as indicated in its description
- Stale Cases now allows selection of users for Attorney Responsible filtering
- Improved Cases List report
Tasks
- Case links in the Browse Tasks table now give a proper right-click menu
Templates
- Merge fields for the new Personal Injury case types are now available
- Updated Merge Field Reference Guide now available (version 4.1)
- Address Block merge fields now have a two-column option
- MULTIPARTY:addressblock_two_column
- MULTIPARTY:addressblock_with_phone_two_column
- MULTIPARTY:addressblock_with_email_two_column
- MULTIPARTY:addressblock_with_phone_and_email_two_column
Workflows
- Tasks created by subsequent workflows are no longer created as sub-tasks of the task created by the first workflow that gets triggered.
- Example:
- Workflow 1: create a task: My Task when an activity of type Email Received is created
- Workflow 2: create a task: Your Task when an activity of type Email Received is created
- These workflows will now create two separate tasks, rather than a task (My Task) with a sub-task (Your Task)
Miscellaneous
- Count of injuries in the Left Panel Navigation no longer disappears
- Improved behavior when using a right-click to open a new tab when viewing a case
- Improved display of text with accented characters
- Timer now shown in global Time Tracker dialog
- Downloaded documents now respect any renaming done in Message Compose, Activities, or Browse Firm PDFs.
- When filtering, using double-quotes around the filter term will force an exact match, i.e. "AC" will match AC, but not ACE or RAC
- Keyboard Shortcuts
- Esc - triggers a box's Cancel button
- Ctrl-Enter - triggers a box's Save button
- Ctrl-Shift-Enter - triggers the Save and Add Another (green plus) button when adding Ledger items
- Ctrl-\ - opens the global time tracker window
- '\' is the key above the Return/Enter key
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