If you're interested in reading about our full set of updates for version 4.05, feel free to read the release notes below:
Activities
- Linked activities that have been deleted or unlinked will no longer appear in related cases
- Improved behavior for creating and viewing activities that are linked to related cases
Billing Contacts
- Better control over which rates and settings get overwritten when changing a Billing Contact's rates and settings, or changing a case's assigned Billing Contact
Calendar & Events
- Event view is properly updated when saving a recurring event
- Show Past Events and Show Future Events Only widgets are now shown even when there are no events to show
Case Files
- Generate Caption from Party List widget creates a proper caption
- Form Receipt # link in Immigration cases is now a link to the U.S. Citizenship and Immigration Services website
- Party ordering is fixed
- Applicant people type can now be assigned to multiple parties on single case
- Secondary Applicant is no longer used as part of the case file's name
- If you want your Secondary Applicant parties to be used as part of the case file's name, change the people type to Applicant
Case Ledgers
- Better handling of entries with fractional pennies
- Improved behavior when editing existing entries
- Ability to view a case ledger in Firefox
Contacts
- Avatar controls have been turned back on
Documents
- Default priority for notification message when linking documents to a case is now Normal instead of Low
Forms
- Improved behavior when merging forms
- QME Replacement Reason is now a dropdown selector
Injuries
- No Statute Set widget no longer shown after a statute has been set
Messages
- Improved performance when composing a message with inline images or that is part of long conversation/thread
- Conversation contents are available through the ellipsis widget
- Do not send notifications preference now available
- Case name is no longer retained after removing the case association from a forwarded message
Party Groups
- Better behavior when changing group names and colors
Reports
- A/R: Payments Received now shows total, and honors firm preference for case file number to display
Tasks
- Related tasks are no longer modified when the Change all Related Tasks checkbox is unchecked
- No longer showing warning about related tasks when marking a task complete
Workflows
- Workflows now have a Description
- Workflows list can now be searched and sorted
Miscellaneous
- General improvements to system performance
- Color pickers no longer display as a swatch of a single color
- Better behavior of the Sweet Caroline theme
- Improved display of date picker widgets
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