Enhancements/Improvements

Enhancement: A new global toggle is available in System Settings to allow people to be set as a silent custodian (do not receive hold notifications) at the person level. On the person record, a new toggle for Silent Custodian appears that if enabled, indicates the person should not receive any hold notifications for any hold.
Description: If the toggle for silent custodians is enabled on the person record, when added to a hold, the person will default to a silent custodian. This toggle cannot be disabled on the hold level because it is considered a global attribute of the person. 
Tracking Code: LH-6437

Enhancement:  More configuration options for silent custodians.
Description: People who were not added as silent custodians for an active hold can now be changed to a silent custodian even after the hold notice has been sent out.
Tracking Code: LH-6436

Enhancement: When editing a hold notice that has already been sent, after making changes and/or adding recipients, users can select Reset to revert the notice to the last sent state.
Description: During the modification process, all new recipients that have been added appear in the number of recipients receiving the notice because all recipients will be sent any changes to the notice. After resetting the notice to the previous state, only the new recipients appear in the number of recipients receiving the notice because you are effectively adding them to the original notice to be sent the notification. If only the notice was modified, selecting Reset disables the Send button since there are no changes to be sent to recipients.
Tracking Code: LH-6438

Enhancement: When a person's status is changed to inactive, the Legal Hold Custodian Employment Status Change email digest now lists an internal contact for the person.
Description: The Primary Internal Contact is entered on the Hold Summary page.
Tracking Code: LH-6397

Enhancement: If LegalHold is integrated with a matter management system such as TeamConnect or eCounsel, an administrator can now disable the ability to create holds from the LegalHold application so that new holds are only created in the matter management system.
Description: The property to disable new hold creation is located in the System Settings, and impacts the Create Hold button on all pages of the application where the button is available.
Tracking Code: LH-6399

Enhancement: The "Last Name" field is the default search option for the following pages: People List, Manage Groups, and when adding recipients to a hold on the Manage Holds page.
Description: This field will be the default for all users on the above pages.
Tracking Code: LH-6425

Enhancement: Changes to the admin role
Description: The LegalHold admin role can now view or add groups.
Tracking Code: LH-6428

Enhancement: The subject of the email notification when an employee has been deactivated has been changed from Deactivated Employees on Hold to  Legal Hold Custodian Employment Status Change.
Description: Any new email notification will have the updated subject.
Tracking Code: LH-6432

Enhancement: Toggle to send emails enabled by default.
Description: Currently when releasing a hold, the default setting to send emails with the release is toggled to disabled. This option is now toggled to enabled by default.
Tracking Code: LH-6433

Enhancement: Confirmation popup box in notice customizations.
Description: In System Settings, when saving the customizations to a notice, no save confirmation popup dialog box appears.
Tracking Code: LH-6442

Bug Fixes

Issue: The Mitratech logo displayed on the following emails: Escalation digest, Custodian Reminder email and digest, and Legal Hold Custodian Employment Status Change email.
Description: The LegalHold logo and any customized logo still display on these emails.
Tracking Code: LH-6398

Issue: View History issues.
Description: Search on the View History page does not work when a new recipient is added to the hold.
Tracking Code: LH-6424

Issue: For manually created groups, a synchronization with an external Human Resources system to update people removes the people from the manually created group.
Description: For any manually created group, a flag is defaulted to enabled to ignore synchronizations from outside integrations.
Tracking Code: LH-6429

Issue: The link to the custodian portal that appears on emails for legal staff that are Carbon Copied (CC) on the email returns an error.
Description: The link now no longer returns an error, but does not function.
Tracking Code: LH-6434