v12.1.3 was made available for release from 05/12/2024.
New Features
| New Feature | Description |
| Applicant/Inventor Case Custom Fields | Added the ability to use custom fields for applicants and inventors on the case level. These can be created in System > Custom Fields. The custom fields can be edited through the contacts tab of the case, via the 'Edit Applicant/Inventor on case' option for each applicant/inventor. The values can be seen within the same edit page, or by clicking the + icon to expand the applicant/inventor details from within the contacts tab. |
| Inventor Remuneration | Added the ability to manually enter and store inventor reward information in the system. This is enabled via System > System Preferences > Cases > 'Enable Inventor Remuneration'. This adds a Rewards tab to Patent and Utility Model cases, and adds a new report type for reporting on rewards. In System Preferences > Cases > Inventor Remuneration you can define which case and inventor case custom fields should show in the Rewards section. From the case rewards section you can see the defined custom fields, and manually create reward entries. |
Improvements
| System Area | Improvement | Contact Support to Use |
| PTO Integrations | Updated JPO import tool to import number of claims | |
| Timer | Added a system preference to lock the timer description until a charge sheet item has been chosen, and to automatically set the timer description to match the charge sheet item selected. System > System Preferences > Charges > 'Auto-insert description from Charge sheet Selected Item' | |
| Timer | Added a system preference to allow the 'add from charge sheet' page to be skipped when adding a timer entry linked to a charge sheet item. System > System Preferences > Charges > 'Skip Charge sheet processing screen when creating charges from the timer' |
Fixes
| System Area | Fix |
| Reports | Updated display of case commentary in report generator to render HTML correctly |
| System Tooling | Resolved issue in case CSV import tool to allow parent/child relationships to be set within the imported file |
| Client Access | Resolved issue linking a person to a client access account via the UI |
| Cases | Updated UKIPO design register link |
| Cases | Resolved issue with display of family types when using custom family types |
| Cases | Resolved issue with display of HTML characters on client care notes on case details |
| Address Book | Resolved issue with the storage of & characters in the database when updating contact persons in the address book |
| Finance | Updated cost forecast automatic job handling |
| PTO Tooling | Updated PTO comparison handling to resolve errors linked to designated countries |