v11.0.4 was made available for release from 21/06/2023.


New Features

New FeatureDescription
History Date and Number Mapping ToolingAdded date and number mapping tooling to the system via System > Copy Case Settings, allowing control over history date mapping when child cases are created
All Families ListAdded 'All Families' view 
Charge sheet items available through expressions and merge codes2 new merge codes added for charge sheet items:
#CHARGESHEET_DESCRIPTION_X#
#CHARGESHEET_AMOUNT_X#.
Charge sheet information also available in expressions via 

eqGetChargeSheetItemById(X) (charge sheet object)

eqGetChargeSheetItemAsChargeById(X) (charge object)

 


Improvements

System AreaImprovementContact Support to Use
Charges
Updated copy charge tool to also copy team, legal entity, and charge sheet ID fields
CasesUpdated PTO import tool to set open date on imported cases
CasesUpdated PTO data comparison tool to be non case-sensitive for applicant and inventor names
Bulk Update Tool
Updated bulk update tool to update the case last modified date for cases updated
CorrespondenceAdded support for special characters in custom merge codes to RTF letter generation


  

Fixes

System AreaFix
RenewalsResolved issue with renewals first year handling
SecurityVarious security improvements
GeneralVarious performance upgrade
ReportsResolved issue with date display in exported reports
CasesResolved issue importing cases from PTO via trade mark name
RenewalsResolved issue with display of special characters in renewals notes
FinanceResolved issue with select all checkbox on export to accounts page
DashboardsResolved issue with display of data tables on dashboards