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Lawtrac 4.3.7 Release Notes

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Lawtrac 4.3.7 Release Notes

This document details the upgrade information and known issues that are included in Lawtrac 4.3.7.

Introduction

The online version of these notes, as well as additional user guides and resources, can be found at  success.mitratech.com/Lawtrac.

Upgrading to Lawtrac 4.3.7

This update is ONLY for clients currently using Coldfusion 11 and NOT on Lawtrac 4.3.6 (Lawtrac 4.3 Service Pack 1).

Please see the Upgrade Considerations page for instructions on upgrading your version of Lawtrac.

Resolved Issues

The following items are changes and enhancements built into Lawtrac 4.3.7. Each issue is documented in the following format:

•      A description of the issue

•      Internal tracking code

•      Additional Information, if applicable

Issue: Resolved an issue where Vendor information was missing when uploading documents from Outside Counsel
Tracking code: SUPPORTPRI-52457
Case Number: 2019-1016-560850

Issue: Resolved an issue where updating a Firm staff member’s Job Title would then display two rows in staff listing.
Tracking code: SUPPORTPRI-49784
Case Number: 2018-1101-487670

Issue: Updated Invoice line items to be sorted by line item date.
Tracking code: SUPPORTPRI-52493
Case Number: 2019-1104-564636

Issue: Updating Matters to display up to 60 characters of uploaded document names.
Tracking code: SUPPORTPRI- 52167
Case Number: 2019-1029-563552

Issue: Resolved an issue where document version counts were not updating when deleting documents.
Tracking code: SUPPORTPRI- 52163
Case Number: 2019-1028-563197

Issue: Updating Workgroup names to allow for up to 50 characters.
Tracking code: SUPPORTPRI-50694
Case Number: 2019-0627-536782

Issue: Adding 15 new UDC fields that can be used for Matters
Tracking code: SUPPORTPRI-49823
Case Number: N/A

Issue: Resolved an error that would occur for the General Rates Overview report for Outside Counsel.
Tracking code: SUPPORTPRI-49320
Case Number: 2019-0424-522811

Issue: Updated standard report FIN062 to have an excel output option.
Tracking code: SUPPORTPRI-50615
Case Number: 2018-1102-487785

Issue: Updated standard report MAT003 to have an excel output option.
Tracking code: SUPPORTPRI-49559
Case Number: 2019-0521-528413

Issue: Resolved an error that would occur when using Quick Find to search for Matter names with ‘#’ in their name.
Tracking code: SUPPORTPRI-52198
Case Number: 2019-1029-563551

Issue: Added an Application Administration option to hide a Matter’s Other Outside Counsel contacts from Vendors.
Tracking code: SUPPORTPRI-53610
Case Number: 2020-0129-581285

Issue: Added an Application Administration option to only show a Vendor’s staff (Our Staff) when logged in to Outside Counsel.
Tracking code: SUPPORTPRI-53493
Case Number: 2020-0129-581282

Issue: Updated Matter Level Rate Cards to be sorted alphabetically when viewing them on a Vendor’s staff page.
Tracking code: SUPPORTPRI-49184
Case Number: 2019-0509-526169

Issue: Updated a Matter’s Fiscal Year Budget History to no longer include rejected Invoices.
Tracking code: SUPPORTPRI-51982
Case Number: 2019-1004-558415

Issue: Added an extra editable date field ‘Entry Date’ for Matter text records.
Tracking code: SUPPORTPRI-52612
Case Number: 2019-1014-560168

Issue: Updated Invoice line items to display full description when hovering over them.
Tracking code: SUPPORTPRI-53636
Case Number: 2020-0204-582369

Issue: Updated foreign currency invoice to consistently show the original and converted amount in the UI
Tracking code: SUPPORTPRI-52012
Case Number: 2019-0923-555500

Issue: Resolving further issues with Outside Counsel documents and author information.
Tracking code: SUPPORTPRI-53349
Case Number: 2020-0114-577753

Issue: The Matter portion of the Collaborati sync has been partially reworked to improve performance.
Tracking code: SUPPORTPRI-49711
Case Number: N/A

Issue: Added Print View for budgets and removed the ability to delete a budget.
Tracking code: SUPPORTPRI-49567
Case Number: 2019-0520-528123

Issue: Added an Approved filter to Pending Handling for Invoice handlers
Tracking code: SUPPORTPRI-50187
Case Number: 2019-0510-526350

Issue: Updated standard report INV063 to have an excel output and show amounts in base currency.
Tracking code: SUPPORTPRI-49407
Case Number: 2018-1102-487789

Issue: Resolved a specific scenario for Report Writer that would cause Keywords to not be saved for Criteria.
Tracking code: SUPPORTPRI-54757
Case Number: 2020-0401-596481

Issue: Added the ability to add line item comments on Invoices.
Tracking code: SUPPORTPRI-52264
Case Number: 2019-1004-558347

Issue: Added the ability to add line item comments on Invoices.
Tracking code: SUPPORTPRI-52264
Case Number: 2019-1004-558347

Issue: Resolving an issue where rule comments for R400 items were overwriting line item descriptions and updating these rule violations to be displayed separately above line items table.
Tracking code: SUPPORTPRI-52486
Case Number: 2019-1004-558347

Issue: Resolved an issue with messages from Outside Counsel that were not able to use the users email address in the From field.
Tracking code: SUPPORTPRI-52158
Case Number: 2019-1015-560519

Issue: Resolved an issue with messages from Outside Counsel that would send to staff members not assigned to Matters.
Tracking code: SUPPORTPRI-51978
Case Number: 2019-1015-560514

Issue: Updating Application Administration to allow for up to 75 characters for Type 4 categories in Matter Maintenance.
Tracking code: SUPPORTPRI-52520
Case Number: 2019-1107-565507

Issue: Resolved an error that would occur when trying to view budgets for a new Matter.
Tracking code: SUPPORTPRI-50544
Case Number: 2019-0613-533811

Issue: Resolved an issue where Firms were not receiving messages regarding rejected Invoices.
Tracking code: SUPPORTPRI-53640
Case Number: 2020-0129-581254

Issue: Resolved an issue that would occur when updating Matter Text records.
Tracking code: SUPPORTPRI-53498
Case Number: 2020-0302-590186

Issue: Updating Matters to be sorted by Matter Number when creating Matter level Rate Cards.
Tracking code: SUPPORTPRI-54382
Case Number: 2020-0213-584846

Issue: Resolved an issue where Documents from Collaborati would not have version control applied.
Tracking code: SUPPORTPRI-54758
Case Number: 2020-0429-601634

Issue: Resolved an error that would occur when trying to reject Invoices from Collaborati.
Tracking code: SUPPORTPRI-55452
Case Number: 2020-0706-622930

 

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