Collaborati 3.10 Release Notes
System Requirements
Collaborati 3.10 is compatible with the following products:
- All versions of TeamConnect and CSM
- Lawtrac 4.1 (and later 4.x releases)
- LawManager 6.5
- eCounsel 8.10 and later 8.x releases
Collaborati 3.10 is supported on the following browsers
- Mozilla Firefox (Latest Version)
- Google Chrome (Latest Version)
- Internet Explorer (Version 11 or later)
Feature Enhancements
The following items are changes or enhancements built into Collaborati 3.10. Each issue is documented in the following format:
- A description of the enhancement
- Internal tracking code (this information is for our developers and support)
- Additional information, if applicable
Enhancement: Multiple firms (that should actually be a single firm) can now be merged/combined into a selected default firm under the new Unified Login Structure.
Internal Tracking Code: COLL-10214
Additional Information: For more information, contact Collaborati Support or view this guide in the user documentation.
Enhancement: A “matter number” column has been added to the Rate Upload sheet to enable users to submit matter-level rates via a CSV file. The older version of spreadsheets will still work within Collaborati as well.
Internal Tracking Code: COLL-10011
Additional Information: See this page in the user guide for additional information on uploading rates.
Enhancement: The link for “View Adjustment Summary” no longer appears on Invoices that have not had adjustments applied to it.
Internal Tracking Code: COLL-9068
Additional Information: See this page in the user guide for additional details on Invoice Adjustments in Collaborati.
Enhancement: Collaborati will now display text when a Billing Office does not have any associated clients when manually creating Invoices for additional clarity, as opposed to blank drop-down boxes.
Internal Tracking Code: COLL-9071
Additional Information: See this page or this page for detailed instructions on manually creating invoices in Collaborati.
Enhancement: Firm records within Collaborati can accommodate up to 5 contact email addresses. The sync from CSM to Collaborati can successfully send and receive multiple email addresses on the Firm Record.
Internal Tracking Code: COLL-10237
Enhancement: Firm records within CSM can accommodate up to 5 contact email addresses. The sync from CSM to Collaborati can successfully send and receive multiple email addresses on the Firm Record.
Internal Tracking Code: COLL-10238
Additional Information: Each email address after the main entry will be labeled with Additional Email # and will have a show/hide option.
Resolved Issues
The following clien-reported issues have been resolved in the Collaborati 3.10 release. Each issue is documented in the following format:
- A description of the issue
- Internal tracking code
- Salesforce Case Number
Issue: A Timekeeper ID column is now included when exporting information from the Timekeeper page to an Excel document, PDF, or when using the Print feature.
Tracking Code: COLL-10095
Salesforce Case Number: 2019-0426-523394
Issue: Resolved an issue where clicking the copy button multiple times (due to network slowness) creates multiple copies of the invoice with the same Invoice Number.
Tracking Code: COLL-10038
Salesforce Case Number: 2019-0417-521632
Issue: Resolved discrepancies when copying an Invoice with a Line Item Tax and Discount.
Tracking Code: COLL-8177
Salesforce Case Number: 2018-1022-484877
Issue: Fee lines were being rounded to 4 decimals rather than 2 decimals in cases where Expense line item rounding was defined to 4 decimals.
Tracking Code: COLL-9291
Salesforce Case Number: 2019-0118-501738
Known Issue
The section describes known issues and limitations that exist in the Collaborati 3.10 release. Each issue is described in the following format:
- A description of the issue
- Internal tracking code
- Workaround, if applicable
Issue: While using the Firm Merge tool, there is currently no way to track a user’s original firm once the merge is completed.
Tracking Code: COLL-10964