v10.1.9 was made available for release from 27/10/2022.
Improvements
System Area | Improvement | Contact Support to Use |
Pre-sets | Added ability to assign pre-set tasks to specific individual users/teams in the pre-set edit configuration screens, rather than just case users or the active user | |
Client Access | Added a setting for the document download filename format for client access accounts (System > System Preferences > Documents) | |
Documents | Updated multiple change view tool on Document Views to be able to update individual documents using the tool | |
Charges | Updated copy charge tool so that the non-chargeable field is also transferred | |
Invoicing | Added option for bulk download of invoice files from invoice tab (scheduled invoicing only currently) |
Fixes
System Area | Fix |
Outgoing Correspondence | Resolved 'send from' issue for emails sent directly through Equinox (finalised smart emails) |
Smart Templates | Resolved issue with display of classifications on template list |
Finance | Updated wording on charges tab to be 'Charge User' rather than using the matter user word |
Documents | Removed the document FYI when a document is deleted |
Security | Various security fixes |
Outgoing Correspondence | Resolved issue with various language characters being used in templates |