v11.0.4 was made available for release from 21/06/2023.
New Features
New Feature | Description |
History Date and Number Mapping Tooling | Added 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 List | Added 'All Families' view |
Charge sheet items available through expressions and merge codes | 2 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 Area | Improvement | Contact Support to Use |
Charges | Updated copy charge tool to also copy team, legal entity, and charge sheet ID fields | |
Cases | Updated PTO import tool to set open date on imported cases | |
Cases | Updated 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 | |
Correspondence | Added support for special characters in custom merge codes to RTF letter generation |
Fixes
System Area | Fix |
Renewals | Resolved issue with renewals first year handling |
Security | Various security improvements |
General | Various performance upgrade |
Reports | Resolved issue with date display in exported reports |
Cases | Resolved issue importing cases from PTO via trade mark name |
Renewals | Resolved issue with display of special characters in renewals notes |
Finance | Resolved issue with select all checkbox on export to accounts page |
Dashboards | Resolved issue with display of data tables on dashboards |