Key:
| Bug fix |
| New feature |
Release note category | LEX Product Area | Summary | Release notes |
|---|---|---|---|
Bug fix | Carter RAGFS | RAGFS Unused Prep AU1 update | AU1 form used on Carter (RAGFS) cases now replaced with version dated June 2024 |
Bug fix | Case | 'Edit Brief Fee' popup in CFA tab doesn't display correctly and the fields appear outside the box | Fields now display correctly |
Bug fix | Emails showing incorrectly in case docs | Emails were incorrectly displaying on case documents where part of the case number matched another case. For example, if an email was uploaded to case 123 it will show in case 1231, 1238, 12345 etc. Fix now implemented to stop emails being displayed incorrectly. | |
Bug fix | Cost Management - exclude automatic (the hidden) Period Adjustment lines | All fees that have been period adjusted are now excluded from the Unassigned Fees section of the Cost Management tab. | |
New feature | Add new fields for Opportunity search and report | ‘Scheme’ field added to Opportunity Search Grid, Opportunity Analysis Report Output, and Opportunity Report Filter | |
Bug fix | Diary | Diary date search/quick date picker not retaining existing diary view | Using quick date picker in the diary now retains the previous view when loading the date |
Bug fix | Lex diary is very slow at times | Change made to how recurring appointments are handled to reduce load time of diary | |
Bug fix | Diary | Handled events are not always generating for new hearings | Added Remote Hearing to the list of hearing types that generate handled events |
Bug fix | Fees/Billing | Styling issue within CF1 print popup | Start Date, End Date, and LA Certificate fields now display full width within print CF1A form popup |
New feature | FAS and FGF - LAA Overnight accommodation and subsistence rate increases | The following codes, descriptions and rates have been added to Incidental Items for FAS:
The following codes, descriptions and rates have been added to Incidental Items for FGF:
| |
New feature | Verdict Case Activity Statement | Creation of a new case document that shows invoices, credit notes and payments for a case with the current running total outstanding. See below example:
| |
Bug fix | Marketing | Popup to choose an email design from marketing campaigns has a styling issue | Popup for ‘choose an email design’ when emailing marketing campaigns now displays the options centrally |
Bug fix | Styling issue within marketing emails | When sending an email from contacts tab, the ‘Choose an email design’ popup is now displayed centrally within the box, rather than shifted to the left. When sending a test from a design within the designs tab, the confirmation ‘email sent’ popup has been moved centrally to avoid overlapping the green tick. | |
Bug fix | Other | Styling issue within 'change password' function via user profile | Warning message for password changes now displaying correctly within the popup via User Profile > Change Password |
Bug fix | Contractual Terms SyncFusion Upload Function not working | Fixed, both the Contract Details and Activity Details now use the SyncFusion Upload Dialog to upload files, if the system option is set. Note that the upload method is slightly different on this popup - after the file is selected the user must click the Upload button to start the upload, not the bottom button (Close) as on the previous popup. | |
Bug fix | Text Input fields within Contracts screen do not fill the relevant width | All fields within Contract screen now fit full width | |
Bug fix | Styling issue within 'Add New Address' popup | All address popups now display the fields correctly within the popup. This applies to Case Correspondence Info, company and contact addresses etc | |
Bug fix | Sharepoint upload size limit | Upload size increased to 2GB. Please note, this is the maximum that can be achieved due to limitations within the API we connect to. Upload performance also improved which significantly reduces the time taken. | |
Bug fix | SharePoint Notifications not Sending | This issue was caused by Microsoft, which they have now fixed. Notifications now send successfully when barristers are given access to SharePoint. | |
New feature | Pendo integration for addition of in-app guides, notifications and Resource Centre | Ability to provide in-app guides and walkthroughs for key areas of the system, important system notifications/announcements, as well as a full Resource Centre via Support Query > Resource Centre. This feature will, in future, be used to advertise when new releases are available, which will contain a link to the relevant release notes and instructions on how to schedule an upgrade. The Resource Centre will provide access to all guides, depending on where you are in the system. For example, if you’re on the diary view, you will only see guides related to the diary as well as generic notifications, whereas if you’re in reporting you won’t have access to the diary guides and will instead see any guides relating to reporting as well as generic notifications. | |
New feature | Add Company and Case Scheme to assigning rules within Document Templates | Company and Case Scheme now added to Assigning Rules within Document Templates | |
New feature | Email Template assigning rules |
The order the specificity works is: stable, company, barrister, case funding, case type, case scheme, billing type. That is, if an Email Template with a group name of ACK1 is on a workflow event, and there is another ACK1 matching the Company, that would be used, ahead of an ACK1 matching the Barrister and Case Type. N.B. There are already Stable Security (for Faculty) and User Security (that is, Barristers/Clerks) predictives for Email Templates. These are enforced if a workflow event occurs relating to a Barrister/Advocate (using their Stable, if required). | |
New feature | New fields within E&D section: Ethnic Group Details/Religion Details | Added Ethnic Group Details (DO/LDMA users) and Religion or Belief Details (DO users only) to the Barrister Tab. The Audit popup shows only the allowed fields in the usual way. | |
New feature | Requirement for additional limited Diversity access | N.B. Limited Access fields are: Disability/Ethnic Group/Sex/Same Sex As Assigned At Birth (all group fields), and Ethnic Group Details/Sex Details (text field, so only appears in a limited number of places).
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New feature | Handled Events Override - Check if Barrister or Company 'Disable Workflow Events Triggers' should be overridden | Added Override Disable Workflow Triggers flags? to the Workflow Rule popup. If checked, then when a timed or immediate workflow event occurs all Company’s and/or Barrister’s Disable Workflow Events Triggers are ignored. This has no impact on the Company’s/Barrister’s Disable Workflow Events flag, which still prevents workflow events for that Company/Barrister. | |
Bug fix | Reporting | Unable to export Audit Report | Audit Report now exports successfully |
Bug fix | 'Previously Saved Reports' option not showing for users | ‘Previously Saved Reports’ field now appears on all reports regardless of how they are accessed | |
Bug fix | E&D data visible in Audit Report to non Diversity Officers | Barrister audit report no longer displays Diversity data to non-Diversity Officers | |
Bug fix | Distribution of Work report - Sample percentages missing in All Call Bands table | The Sex/Disability/Ethnic Group Analysis worksheets were failing to match the Call Band e.g. ‘0-3 Years Call' with the 'All Call Bands’ text. They now show the All Call Bands Sample %s correctly. | |
New feature | Verdict Aged Debt Summary | New option 'Email Reports as PDF' added to System Options as well as Aged Debt Report options. When selecting this option and then emailing the report to barristers it will send as a PDF attachment and include a summary of the totals. | |
New feature | Data Insights - Add additional fields for BMIF Class and Scheme | Added case scheme and BMIF class to Data Insights | |
New feature | Data Insights - Add Postcode & phone number | Added company postcode and phone number as well as contact phone number to Data Insights | |
New feature | Add new field to case analysis report | A new tickbox option added to Case Analysis Report called ‘Only show cases with no URN’ This is limited it to search only for cases that are set as publicly funded, as determined by System Options > General Options > Public Funding Types. | |
New feature | Xero | XFC Commission and Rent | Added xfcChambersRentCommission entity. Added xfcInvoiceType group (members: ‘rent’, ‘commission’). Needs extensive documentation which is currently being prepared by GC/HJ and will be added as an attachment to final release notes |
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