November 15, 2024

Match SMS phone numbers and tag to contacts, customize your view, and more.

Enhancements

SMS Filter and Tag

While using text messaging users will be able to:

• See possible matches associated with phone numbers while tagging a text message
• Create a new contact in tag message screen and establish the relation with the matter

Customize Matter Split Billing Grid View

When configuring the Matter Split Billing Grid by navigating to Views > Matter & Contact Management > Matters > Matter Split Billing Grid View, users now have several more options to customize the column configuration.

Fixes

• System will retain any saved changes to grid settings.
• When applying a date range filter on the Balance widget in Dashboard, the balance totals will get updated.
• Users have the option to make successive deposits on the Trust Transaction Deposit screen with the Save and New option.
• When adding Trust deposit transactions from the Banking area, Client Matter names will display correctly in the drop-down.
• Users with CRM enabled will not experience an error when trying to access their CRM portal from the application.
• When clicking on View Details from the three dots drop-down in the Timecard list, users will be able to see the details of the selected timecard.
• If you select the edit mode for a dashboard, the edit functionality will be applicable only for the selected dashboard.
• Any filters selected when performing a split will be applicable only to the specific action.
• Editing event will display the correct date and time associated with the event.
• System will automatically change Chart of Account (COA) number based on bank type selection when adding a bank.
• When you delete a document for a billed time/expense, it will be removed from the document section of the time/expense card.
• In the Payment screen, the amount in the applied balance field will display only two decimal places.
• Adding/editing comments on the Matter Document page will not automatically refresh the page.
• When users add a contact, the side header navigation fields will be consistent with the entries on the Add Contact page.
• Any filters applied to the Communication inbox will display the correct data based on applied filters.
• The Trash section of Emails now includes the warning Messages that are in the Trash for more than 30 days are deleted automatically.
• Users will not see duplicate headers when accessing Transaction Levy.
• Users will be able to view details of the Split Billing enabled matters.
• Users will not be able to save any data that displays an error while making the entry.
• If you filter Intake Forms by Action Required, system will display the accurate data.
• Users will be able to use the Save button after enabling a matter for eBilling if all required fields are filled in.
• System will display correct value in custom field when you switch from custom field tab to another and then return to the custom field tab.
• Users will be able record payment on invoices via check or cash without getting an error.
• The applied amount will be calculated accurately to show correct allocation in Operating Retainers.
• System will display only matter related invoices in invoice reminder screen when user removes Status = Unpaid filter.
• Users will not encounter a blank screen when:
  • Switching between email pages
  • When deleting emails from the expanded view
  • When accessing View Details in Email History
  • Accessing documents from the Matters screen
  • When switching between tabs with filters applied in the Documents section
  • Viewing details of the Split Billing enabled matters.