More details in system emails, and more.

Enhancements

System Emails for Tasks, Events, and Comments

Users will see a greater degree of detail in the system emails for task completion, task reminder, comments, event reminder, event invitation, event update, and event cancellation
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Fixes

  • Users will have a visible width limit guide to stay within the limit while adjusting column width when saving views.
  • Users will be able to use the Auto Trust Transfer option while creating matters in sequence.
  • Users can now add matter notes with up to 10,000 characters.
  • Possible matches will display while tagging selected emails from the action menu.
  • When adding a timecard from tagged emails, the focus will remain on the timecard input fields.
  • Users will be able to create and edit past-dated hard costs.
  • The tax status for expenses will default to the status defined at the expense setup level.
  • Users with only Bank List permission can create hard cost expense without getting a blank page.
  • When user unchecks the Minimum Retainer Balance Required checkbox, the value will be reset to 0.
  • The invoice total in create invoice screen will display correct amount for fixed fee matters.
  • Emails will not be tagged unless user stops the active timer and fills out the time related information when tagging an email in the Outlook Add-in.