Release note category | LEX Product Area | Summary | Release notes | Notes |
|---|---|---|---|---|
Bug fix | Carter RAGFS | External Advocate popup on Carter cases only shows a small section of each field | Style fix applied and field now displays across full width of popup | |
Bug fix | Case | Faculty lateral migration modification | The case documents were only being copied to the new cloned case for non-live cases. This will now copy them for all cloned cases. | |
Bug fix | Lex SharePoint tab - 'Upload Folder' option not working | Due to a change with the third-party functionality we had to change the code on our side to align. ‘Upload Folder’ option now working as expected. | ||
New feature | Un-restrict URN Field | Added System Options → Case Options → General Settings → Always Show Case URN. If checked, the Case URN field always shows, otherwise it only shows for Criminal type or CPS funding type, as before. If the Grad Fee Options → Enable URN Field Popup option is enabled, then the cases URN field shows a button to open multiple URNs popup (as before). | ||
New feature | Ability to set default "Uplift Type" on case CFA tab | Added System Options → Fee Options → CFA Options → Default CFA Uplift Type. New CFAOverview rows get set to this value, if set. Note that Invoicing cases default the uplift type to ‘Don’t auto uplift’, as before. | ||
New feature | Increase document upload limit | Limit increased to 2GB, which is maximum allowed value | ||
Bug fix | Styles issue - brief management - date picker | Calendar now opens within the popup | ||
Bug fix | Case override email merge field issue | The [CONTACTTITLE] merge field for a Contact Case Override now displays the group member display name, not the raw code. | See here for further information | |
Bug fix | 'Change status' popup in cases overlaps the options if there are multiple barristers | Style fix applied to add scroll bar when multiple barristers are on a case. Buttons are no longer hidden behind an overlap. | ||
Bug fix | Pop up calendar display issue on Workflow tab | Calendar now opens in correct location without covering further options | ||
Bug fix | Information barrier icon not displaying on case screen | Padlock icon (red for information barrier and orange for internal barrier) now displays overlaying the briefcase icon on Case screens when Information Barriers are enabled. | ||
Bug fix | Case document popup style issue | I have updated the Document Selector and Number Of Copies field widths to no longer be restricted. They are now full width. | ||
Bug fix | Case header contract hover-over styling issue | Dropdown and icons added to ensure the contract hover-over box displays correctly | ||
Bug fix | Unable to forward certain case emails | This is due to subject length exceeding maximum number of characters. Limit now removed which allows all emails to be sent. | ||
Bug fix | Diary | Time recording diary - missing totals bar | Time Recording diary now displays totals bar | |
Bug fix | 5 day availability diary view overlaps text | Style issue resolved to remove overlap | ||
Bug fix | Diary Month View - displays holiday appts for another barrister | This was caused by the Holiday/Sick/Maternity/Out of Office day headers not being cleared between barrister changes on the month diary view. They now clear, like the appointments data already does. | ||
Bug fix | 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 | ||
New feature | Directory Submissions | Submissions > Practice Areas - Contact to arrange interviews missing | User field added for contact to arrange interview | |
Bug fix | Fees/Billing | New Workflow forecast - Cases appearing in results where barrister has workflow chasing disabled | Barristers and Companies with a Disable Workflow flag checked are now ignored from the New Workflow Forecast. | |
Bug fix | Time recording fee approval not holding foreign currency value on multi-currency cases | Fix implemented to ensure the correct total is carried across when using Fee Approval process | ||
Bug fix | Styling issue with fee note options popup | Style fix applied to apply scrollable area on low resolution screen sizes | ||
Bug fix | 'Invoice Up to Date' not auto-completing when using re-generate invoice option | This field now auto-completes the date as per new invoice generation | ||
Bug fix | Marketing | Marketing template issue - images being removed and white space added | Change made to HTML tags to remove paragraph and span tags which has resolved the issue | |
Bug fix | Record matching when using import function in hybrid campaigns doesn't respond | Contact matching process changed to resolve the issue with it infinitely processing | ||
Bug fix | Marketing campaigns not opening via Favourites start bar | Campaigns now open from this menu | ||
New feature | Other | Remove 'Learning Centre' from the system | Learning Centre removed from the system and all options. This is to be replaced with a new Knowledge Base containing videos, guides, walkthroughs and release notes. | See our new Knowledge Base for training content, including guides, videos, walkthroughs and release notes |
Bug fix | Left hand panel on Tasks Dashboard isn't fully visible | Style fix applied and panel now displays correctly | ||
Bug fix | Record Anonymisation and Print Document Return Labels not loading | Record Anonymisation and Print Document Return Labels now open popups rather than breaking the styles. | ||
Bug fix | Barristers are able to search other barristers from the classic dashboard | The Barrister search button now only shows if:
Other search buttons should be dependent on the respective Security Role(s) permissions. | ||
Bug fix | E&D and Opportunities dashboards use term 'gender' rather than 'sex' | Amended wording to now say Barrister Sex and Barrister Same Sex As At Birth instead of Barrister Gender and Barrister Gender Same As At Birth. | ||
Bug fix | Record Anonymisation screen not loading correctly | Fix applied and this screen now loads successfully | ||
Bug fix | Reporting | Error opening Aged Debt report for barristers | Barristers can now click the Aged Debt, Payment Summary, Work Done and Work Done Enhanced report shortcut buttons without a problem. | |
New feature | Request for the Systems Options > Reporting Options 'Hide Commission Total' to be added to report options | Added Hide Commission Total to the following report options: This option defaults to the System Options → Reporting Options → Payment Summary Options → Default Hide Commission Total value. Existing Saved Reports have that option set to the default system option value. | ||
New feature | Option to exclude case from CNS (Court News Service) report | Added Case Details → Exclude From CNS Report checkbox. If checked, the case no longer appears in the Court News Service/Court Listing Reports' exports. | ||
Bug fix | DoW Report - Change Term "Sample" to "Cohort" | Changed the DoW column header from ‘Sample’ to ‘Cohort’. | ||
Bug fix | 'Load Settings' option within saved reports does not load fields correctly | Saved Reports tab now selects the correct report. | ||
Bug fix | Work Done Enhanced Report - Hours Worked calculating incorrectly | This was caused by a copy and paste error, it’s now fixed. The Hours Worked on the WDE export no longer accumulate, they show correctly for each barrister on the totals page. | ||
New feature | Data Insights amendments (UDF) | Case UDF fields added to view on Data Insights | ||
New feature | Data Insights - Change to date range | Fixed by setting the date range back 6 years | ||
Bug fix | Settings not saving for Practice Analysis Report | Stored options in saved report now save successfully | ||
Bug fix | Popup calendar opening out of position for start date on reports | Calendar now opens in correct position relative to Start Date field | ||
Bug fix | Xero | XFC Payments/Commission not showing up in the Payment Summary XFC popup | Fixed, so that the popup shows payments and commission regardless of the Include Extended Analysis or Add Accounting Tab report option checkboxes. | |
New feature | XFC Error management | Added Reporting → XFC Errors tab, with Payments, Payment Commission, Liabilities and Liabilities Commission menu items on the left that allows resyncing of errored items. These can then be sent to Xero again. | ||
New feature | XFC - System Option for generating payments for specific users | Added System Options → Admin Config → Xero For Chambers → XFC Users Only users added to this list will have XFC functionality available | ||
New feature | XFC - Fee line structure | Added payment date to the description for XFC lines. | ||
New feature | XFC - system option for commission/rent only | Added:
| See here for further information |
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article