Important highlights from this release
- Custom ID Configuration for Matters and Cases: Introduced the ability to configure and customize IDs for matters and cases, including prefixes based on categories or practice areas, with an option to reset IDs as needed. See detailed guide.
- Custom Field Pages will now be automatically hidden when no applicable fields are present, ensuring a streamlined user experience. More details here.
- Support for Advanced Menu Items in Contra: Users can now access saved filters directly from the dropdown in Contra, simplifying the selection process for specific contracts. See detailed guide.
- Customizable Fields for Matters and Cases: Tailor key fields at the Matter and Litigation level for a more personalized and organized experience. See detailed guide.
- The notes/ comments section has been enhanced to provide better formatting support when pasting content.
- Subtasks now have a unique prefix "ST" to differentiate them from main tasks, improving task organization and clarity.
- Notifications for tagged individuals in notes now explicitly mention when a user is tagged, enhancing clarity in both email and system alerts.
- Minor Bugs & Minor Improvements
Issue Type | Issue Key | Summary | Description | |
|---|---|---|---|---|
| 1 | New Feature | LEX-12679 | Custom ID Configuration for Matters and Cases | We have introduced a new feature that allows users to configure unique IDs for matters and cases, similar to the existing contract ID setup. Users can now customize the ID format by using a custom prefix, matter category, or a specific keyword. Additionally, IDs can include a prefix for each practice area, and the third part of the ID will be the matter/case number. This enhancement also includes the ability to reset IDs based on specific criteria, such as category or practice area, providing more flexibility in managing matter and case IDs. |
| 2 | New Feature | LEX-15767 | Dynamic Matter ID Display in Billing and Time | Displaying the dynamic Matter ID across invoices, debit notes, credit notes, bills, and expenses grids for better tracking and clarity. |
| 3 | New Feature | LEX-15452 | Customizable Fields for Matter and Litigation Records | Some fields at the Matter and Litigation levels—such as Matter Name, Reference Number, Client, Opponent, etc...—can now be customized and renamed to better align with your specific needs. |
| 4 | Improvement | LEX-16159 | Improved Pasted Content in Notes | The notes/ comments section has been enhanced to provide better formatting support when pasting content. |
| 5 | Improvement | LEX-16157 | New Subtask ID Prefix | Subtasks now have a unique prefix "ST" (e.g., ST00001) to differentiate them from main tasks, improving task organization and clarity. |
| 6 | Improvement | LEX-16125 | ZATCA Mandatory Field Update | The ZATCA mandatory fields will now vary based on the E-invoice type. If no tax number is available, the Additional ID will be required instead. |
| 7 | Improvement | LEX-15924 | Improved notifications for tagged individuals in notes. | When a person is tagged in a note, whether the notification is sent via email or system alert, the notification will now clearly state that the user was mentioned in the note. |
| 8 | Improvement | LEX-15675 | Custom Pages Visibility Enhancement | Custom Field Pages for Matters and Cases will now be automatically hidden if they contain no fields. If the custom fields are not applicable to a specific practice area or matter type, the page will be hidden to ensure a cleaner user interface |
| 9 | Improvement | LEX-13529 | Improved Error Handling for Deleting Persons in Lookups | When users opened two tabs and attempted to delete a person in one tab without refreshing the other, an alert message will now appear if you try to delete a person without refreshing the page in the second tab. This ensures users are aware that the page cannot be saved until it has been refreshed, preventing errors and improving the overall experience. |
| 10 | Improvement | LEX-13516 | Advanced Menu Items in Contra | Advanced menu items now appear in the Contra list, allowing users to access saved filters directly from the dropdown, streamlining the selection of specific contracts. |
| 11 | Improvement | LEX-12688 | Enhancement in Milestones | This update introduces multiple improvements to milestone management. Alerts are now added for titles exceeding 255 characters and for missing required fields like start and due dates. Additionally, the user interface has been improved by properly positioning the "view/edit" button for long milestone titles, and milestones in the Client Portal can now be collapsed, uncollapsed, and edited based on permissions. |
| 12 | Improvement | LEX-10174 | Adjustments to Turkish Translations | |
| 13 | Bugs | LEX-16245 | Fix audit when add company or person from the client portal | |
| 14 | Bugs | LEX-16196 | Fix on new signup the matter/litigation tabs warning | |
| 15 | Bugs | LEX-16158 | Design broken in the task Arabic level | |
| 16 | Bugs | LEX-16135 | Missing section ID for default custom fields Spain, France and Saudi Arabia | |
| 17 | Bugs | LEX-16071 | Replacing Files with File in some Contra Emails | |
| 18 | Bugs | LEX-16050 | No records found is showing when searching for a specific type using a term that doesn't start with the first word of the type | |
| 19 | Bugs | LEX-16047 | Action buttons are not aligned | |
| 20 | Bugs | LEX-16043 | Custom field of type upload document isn't showing filled in contract grid | |
| 21 | Bugs | LEX-16013 | The start date and end date fields appear empty in the client portal | |
| 22 | Bugs | LEX-15992 | The name of the field appears empty in the CP | |
| 23 | Bugs | LEX-15903 | Add approvers for on server | |
| 24 | Bugs | LEX-15844 | Sub task isn't showing in Task roll session report | |
| 25 | Bugs | LEX-15834 | Parsererror on ban/unban on mssql | |
| 26 | Bugs | LEX-15772 | Client portal deformed screen when adding a payload | |
| 27 | Bugs | LEX-15757 | System language dropdown and the notes input are overlapped | |
| 28 | Bugs | LEX-15737 | Client portal type missing from azure import in CP | |
| 29 | Bugs | LEX-15696 | Company Not Changed on Edit on azure import | |
| 30 | Bugs | LEX-15456 | Flag to change password and changing to azure AD user prohibiting user from accessing forms | |
| 31 | Bugs | LEX-15412 | Person/company added from custom fields are not showing by default in the field | |
| 32 | Bugs | LEX-14986 | Default Company not Displayed when Add Azure User | |
| 33 | Bugs | LEX-11862 | Deactivating a User in CP is Activating When Syncing with Azure |
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