v2025.2.5 was made available for release from 22 May 2025.
Features
New Feature
| Description
|
Custom Family Fields
| Custom fields can now be created and applied at the Family level. These fields are set up via System > Custom Fields and managed under the Family tab of the Case screen.
|
Improvements
| System Area | Improvement |
Incoming Correspondence
| An Update All button has been added to the Incoming Correspondence screen, allowing users to update the metadata of multiple documents simultaneously.
|
Client Portal v2
| The "Tags" field on cases is now available in Client Portal v2, improving visibility and searchability for portal users.
|
Expressions
| The "Inventor on Case" field is now available for use in expressions and can be included in merge codes for correspondence templates.
|
Fixes
| System Area | Fix |
Client Portal v2
| Resolved a display issue on the Case Commentary tab.
|
| Permissions | Released a fix to ensure consultant users can access the All Families view as expected.
|
Cost Forecasting
| Resolved a time-out issue affecting some users when accessing cost forecasting features.
|
Global Search
| Released a fix to restore full search functionality when searching by Tasks.
|
API
| Resolved an issue where duplicate contacts were being created through the API.
|
PTO Comparison - Patents
| Released a fix to improve the stability of the PTO Comparison Tool for patent records.
|
Documents
| Released a fix to ensure that tasks linked to a document are automatically unlinked when the document is deleted.
|
Client Portal
| Resolved an issue where client access accounts using Azure Authentication were incorrectly required to set an additional password.
|
Documents
| Fixed an issue where multiple users could simultaneously check out the same document via the plugin.
|
| Permissions | Fixed an issue with document edit |
Reports
| Released a fix for updating contact fields in bulk using the Reports tool.
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