v12.1.4 was made available for release from 13/12/2024.
New Features
| New Feature | Description |
| Automatic PTO Notification Processing | Added the ability for PTO notifications to be processed automatically when they have a matching preset link configured. This option is available for the existing EPO mailbox import, the USPTO e-Office Action notifications, and USPTO TSDR notifications. Automatic processing can be enabled per notification source in System > System Preferences > PTO integrations. Preset links (defined in System > PTO Notification Processing) have a setting to disable the automatic processing on individual rules. With automatic processing turned on, if a notification is imported with a matching rule,the corresponding preset will run automatically, and the document will be saved to the case. The notification will appear as Processed in the PTO Notifications section. |
| Task Calendar Feeds | Added the ability to create calendar feeds in Equinox that can be used in applications that allow you to import calendars from a URL. The functionality has been tested with Outlook and Google Calendar. Calendar Feeds can be created via System > Task Calendar Feeds. Filters are available for the number of months to look ahead, users, task status, task type, task importance, and case cateogory. After creating the feed, a URL is provided which can be used in applications such as Outlook. |
Improvements
| System Area | Improvement | Contact Support to Use |
| Address Book | Updated organisation details to include count of Renewal Client cases and to link to All Cases by Renewal Client page | |
| Finance | Split out setting to automatically attach charge supporting documents to invoices into 2 settings - one for single invoice mode and one for combined invoice mode (scheduled invoicing only) |
Fixes
| System Area | Fix |
| Renewals | Resolved error deleting a renewal where the linked renewal task had previously been deleted |
| PTO Tools | Resolved linking issue with CA trademarks |
| Tasks | Resolved 500 error on task screen where a linked document no longer exists but is still linked to the task |
| Pre-sets | Updated character limit of parent task field |
| Finance | Updated general ledger import/export to use the CSV delimiter setting |
| Reports | Resolved issue with 'end of this month' report filter |
| Correspondence | Resolved issue with formatting of #EXTRA1# merge code output |
| Cases | Resolved issue with <br> tags showing on All Cases lists (by applicant and by inventor) |
| Cases | Resolved issue with <br> tags showing on case contacts tab in address field |
| Cases | Resolved issue with international design countries not populating correctly in bulk copy case profiles |
| Dashboards | Resolved issue with display of empty multi-select field values in dashboard widgets |
| Cases | Updated case code generation to support subcategory codes for all case categories |
| Address Book | Resolved issue with Who Pays the Bill links to All Cases page not handling special characters correctly |