Equinox Version 8.3.6 was made available for release on the 22nd May 2020.
New Features
System Area | New Feature | Description | Contact Support to Use |
Finance | Czech Currency | Czech currency information can now be added to Equinox | |
Finance | Russian Currency | Russian currency information can now be added to Equinox | |
Expressions | Rounding | Expressions now support multiple types of rounding | Yes |
Correspondence | Bulk Update Key Contacts | Key contact information can be updated using the Bulk Update tool, when using new Correspondence management system | |
Finance | Percent Based Charges | Percent based charges can now be created in Equinox |
Improvements
System Area | Improvement | Contact Support to Use |
Security | A 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 Book | Setup 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 Portal | Inactive Client Access accounts redirected to a better logout page | |
Client Portal | Improvements to document previewing | |
Presets | Link 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 Correspondence | Changed functionality of IC document classification, so they are not automatically filled | |
Address Book | Improved the key contact usage links on the person details, and key contact report | |
Client Portal | Added option for client access to only show billed charges and never display non-chargeable | |
Documents | Improved document download name to use secondary text when available | |
Documents | Added filtered classifications to filenotes based on matter details | |
Address Book | Added default option to active/inactive AB filters to live only | |
Permissions | Permissions usage on incoming correspondence improved |
Fixes
System Area | Fix |
Address Book | Open date (setup date) saved to Client Care files when created from the Address Book |
Goods & Classes | Handling of foreign characters improved for previews on matter details pages |
Documents | EML Previewing correctly handles inline images |
Presets | Fixed error when adding charge collection to preset task |
Goods & Classes | Fixed display issues after deleting goods/classes in new structure functionality |
Outgoing Correspondence | Fixed name issue with linked supporting documents |
Address Book | Resolved an issue with display issue on address book when there are many statutory contacts |
Goods & Classes | Resolved an issue with display of goods and classes count under certain circumstances |
Address Book | Fixed an issue when adding an Individual Foreign Associate under certain circumstances |
Workflows | Resolved an issue with PDF conversion failure on Workflow undo |
API | Resolved an issue with PDF Conversion through the API under certain circumstances |
Address Book | Resolved an issue with more than 1 person appearing when adding an existing person to a location under certain circumstances |
Address Book | Fixed an issue with preferred associates lookup which was not looking items up properly under certain circumstances |
Incoming Correspondence | Fixed an issue with file note title addendums when sent to IC |