Equinox Version 8.3.6 was made available for release on the 22nd May 2020.


New Features

System AreaNew FeatureDescriptionContact Support to Use
Finance
Czech CurrencyCzech currency information can now be added to Equinox 

FinanceRussian CurrencyRussian currency information can now be added to Equinox 

Expressions
RoundingExpressions now support multiple types of roundingYes
CorrespondenceBulk Update Key ContactsKey contact information can be updated using the Bulk Update tool, when using new Correspondence management system

FinancePercent Based ChargesPercent based charges can now be created in Equinox

 

Improvements

System AreaImprovementContact Support to Use
SecurityA range of security improvements have been added to the system
Charge Sheet
Charge sheet items respect an organisations preferred language when added to a matter
Client Portal
Line breaks now render correctly in textareas
Office Plugin
Published documents cannot be overwritten by the plugin
Address BookSetup date for statutory contacts now recorded in the history log
Presets
With preference enabled, preset tasks default to the attorney from a workflow step if the selected user is inactive
Yes
Client PortalInactive Client Access accounts redirected to a better logout page
Client PortalImprovements to document previewing

PresetsLink to associated letter on workflow preset edit screen
Office Plugin
Added an OAuth style access system into the Equinox API for the Our Microsoft Office Plugin to utilise

Incoming CorrespondenceChanged functionality of IC document classification, so they are not automatically filled

Address BookImproved the key contact usage links on the person details, and key contact report

Client PortalAdded option for client access to only show billed charges and never display non-chargeable

DocumentsImproved document download name to use secondary text when available

DocumentsAdded filtered classifications to filenotes based on matter details
Address BookAdded default option to active/inactive AB filters to live only
Permissions

Permissions usage on incoming correspondence improved



  

Fixes

System AreaFix
Address BookOpen date (setup date) saved to Client Care files when created from the Address Book
Goods & ClassesHandling of foreign characters improved for previews on matter details pages
Documents
EML Previewing correctly handles inline images
PresetsFixed error when adding charge collection to preset task
Goods & ClassesFixed display issues after deleting goods/classes in new structure functionality
Outgoing Correspondence
Fixed name issue with linked supporting documents
Address BookResolved an issue with display issue on address book when there are many statutory contacts
Goods & ClassesResolved an issue with display of goods and classes count under certain circumstances
Address BookFixed an issue  when adding an Individual Foreign Associate under certain circumstances
WorkflowsResolved an issue with PDF conversion failure on Workflow undo
API

Resolved an issue with PDF Conversion through the API under certain circumstances

Address BookResolved an issue with more than 1 person appearing when adding an existing person to a location under certain circumstances
Address BookFixed an issue with preferred associates lookup which was not looking items up properly under certain circumstances
Incoming CorrespondenceFixed an issue with file note title addendums when sent to IC