Version 8.0 was released between May-July 2019.
Some of the new features are not enabled by default. Please contact our Support Team to start using these features as indicated in the table below.
| System Area | New Feature | Description | Contact Support to Use |
Address Book & Contacts | Add Licensee Contacts | Record Licensee contacts in your Address Book. | |
| Correspondence Management | Manage your correspondence and key contacts per Organisation within your Address Book. This will set these contacts on cases, for both correspondence and billing purposes. | Yes | |
| Organisation Statistics | View built in graphs about the client’s cases and charges from the Address Book organisation. | ||
| Case Creation from Address Book | Create a case from the left hand menu options when viewing a client organisation in the Address Book. | ||
| Cases | Parent/Child Relationship | Set and see the relationship between cases within the same Family. | |
| Improved Summary Tab | New layout and additional functionality on the Summary Tab. | ||
| Improved Contacts Tab | New layout and extra information on the Contacts Tab. | ||
| Case Creation From Tool Bar | Create new cases using a shortcut in the Tool Bar. | ||
| Documents | Check In/Out Functionality | Avoid users working on the same document simultaneously. | |
| EML Document Previews | View email documents in EML format within Equinox. | ||
| Word to PDF Conversion | Convert your case documents from Word to PDF at the click of a button. The word document is saved as an older version, but the main copy is a PDF (EPO accepted PDF format is also available). | ||
| Finance & Charges | Charge Sheet Expressions | Set a charge amount and description based on defined conditions and criteria. | Yes |
| Charge Discounts | Automatically apply charge discounts throughout the system for particular clients, applicants and cases! You can configure discounts by percentage, fixed discount or a fixed amount override. | ||
| Extra Charge Sheet Item Fields | Use extra fields to record discount and renewal information about Charge Sheet Items. | ||
| Charge Approval | Require charges to be marked as ‘Approved’ by system admins before billing. | Yes | |
| Reports | Report Bulk Update Tool | Update fields across multiple cases using custom reports. | |
| System Setup | Custom Information Fields | Create your own fields to record data and report on:
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| Custom Merge Codes | Create custom merge codes to use in your Standard Templates. | Yes |