Important highlights from this release
- The path you work on for a commercial matter is completely different than the one you choose for a civil matter. That's why we enhanced our workflow module to support different paths depending on the matter's area of practice.
- Calendar module enhancements: You can now set invitees as optional in calendar meetings, moreover you can select who attended the meeting for future reference.
|New Feature||Support for Active Directory on Cloud||9/13/2018||Bug Fixed|
|Bug||404 page when pressing on a matter in matter container||8/14/2018||Bug Fixed|
|Bug||Bug when converting matter to litigation and choosing a matter stage||8/9/2018||Bug Fixed|
|Bug||Bug in export related contacts||8/2/2018||Bug Fixed|
|QA_Bug||Calendar module enhancements||7/29/2018||Bug Fixed|
|Bug||Look and feel is overriding the money menu color||7/13/2018||Bug Fixed|
|Improvement||Whats new 7.4||7/12/2018||Bug Fixed|
|Bug||Bug when deleting a cover template||7/11/2018||Bug Fixed|
|New Feature||New changes to Matter Workflow and SLA Features||5/31/2018|
Allow users to add several Workflows for any chosen: Matter Category (Matter and Litigation Case) & Area of Practice.
An Area of Practice can have one Workflow. One Workflow can belong to one or more Area of Practices for Matters or Litigation cases.
By default, for migration purposes, the existing Workflow applies to all Area of Practices and Matter Categories.
In Manage Workflows, allow users to add/edit Workflows. Also allow adding on the fly Workflow Status.
SLA should be per Workflow. SLA should have the same design (Start Status, Pause Status, Stop Status).
Once the user chooses the workflow(s), the Statuses that appear are the ones related only to the Workflow.
for migration purposes, the existing SLA applies to the current workflow (for allÂ matter categories & Area of Practices)
Matter boards to be based on Workflows
more details can be found in attached screenshots
Matter logs will be impacted in this change
API changes to apply the new design
|New Feature||Calendar module enhancements||5/11/2018|
Add Meeting Type field
Define if attendees are optional or mandatory in Add and EDIT form
Add Participants (who participated the event)Â to the event for EDIT form