v9.2.1 : Equinox Help Centre

v9.2.1

New Features

System Area	New Feature	Description	Contact Support to Use
Documents	Drag and Drop Auto Sets Properties	Document title, date, and to/from fields get set automatically when emails are dragged into the system
Documents	Edit Linked Document	Edit document option has been added on the task details screen next to linked documents
Documents	Hide Draft(sendable) Published status	New preference added to remove Draft(sendable) published status, and allow documents with Draft status to be sent	Yes
Case Creation	Inherit Correspondence Rules From Parent Case	New preference added to inherit contact rules from the parent case, rather than from the address book correspondence rules	Yes
Authorities	Auto Add Authorities	New preference that allows authorities from the address book to be automatically added as case contacts upon case creation	Yes
Custom Fields	Bulk Update Case Custom Fields	Added case custom fields to the bulk update tool in the report generator
Bulk Updates	CSV Importer	Import case codes via CSV to be used as the basis for a bulk update
Invoicing	Add New Charges to Invoice Previews	Allows new charges to be added to an existing invoice preview in the billing wizard

Permissions Updates

System Area	Permissions Update
Bulk Updates	New permission added to allow bulk updates to up to 2500 entries rather than 500
Bulk Updates	New permission added to use bulk update CSV tool

Improvements

System Area	Improvement	Contact Support to Use
Outgoing Correspondence	Increased size of email editor box when using the 'Edit Email' functionality
Case Creation	Improved handling for the setting of the renewal debtor on case creation
User Preferences	Increased limit of recent cases user preference
Outgoing Correspondence	Prevent duplicate CC's being added as part of correspondence override rules

Fixes

System Area	Fix
Correspondence Overrrides	Fixed display of family overrides on cases

Did you find it helpful? Yes No