Enhancements/Improvements 

Enhancement: Upgraded LegalHold custodians
Description: LegalHold custodians have upgraded to reflect the employment status and the status change. The LegalHold Custodian Employment Status Change email template has added the information about the Status Change. In addition, the Employee status has been added in the Recipient and Data Stewards steps of the hold creation process.
Tracking code: LH-10855

Enhancement: Option to download all log types
Description: We have added an option to download all the logs types files as part of the LegalHold Robust Logging feature. For more information about, refer to this article LegalHold Robust Logging.
Tracking code: LH-13955

Enhancement: Re-Sync option for custodians
Description: Added a Re-sync icon beside every error preservation status and a Re-sync icon on the preservation status column header to sync the error preservation status in bulk. For more information, refer to these articles LegalHold M365 Integration Setup Guide and Creating a Hold with M365 Integration.
Tracking code: LH-14192

Enhancement: Back-end validation for multiple notices
Description: We have refactored the back-end process to validate the holds with duplicate notices, as a result of this improvement display the hold with one notice despite the available other notices. This change is applicable for “Unsent” and “Active” holds.
Tracking code: LH-14142

Enhancement: Improvements in the  Questionnaire Analysis Report
Description: The new Improvement in the Questionnaire Analysis Report by Hold, made it more reliable in format. The new exported Questionnaire Analysis Report has the following information:

• Matter Name
• Matter Number
• Hold Name
• Hold Number
• Questions that were part of the hold questionnaire
• Custodians and their corresponding responses to the questions

Tracking code: LH-13974

Enhancement: We have removed the extra line that shows the numbers in the Questionnaire Analysis Report in the reporting module. 
Tracking code:  LH-14527

Enhancement: Added new column of toggle allowing employee to receive emails
Description: The employee Status column on the Recipient(s) step and Data Steward(s) step, while creating a hold has the toggle allowing the user to send emails.
Tracking code: LH-14293

Enhancement: Feature that automatically updates the user record
Description: We have added a new improvement that automatically updates the email in the user record as soon as the people’s email is changed.
For both Suite and TeamConnect, it is necessary to change the email of the existing mapped people. Additionally, for TeamConnect, it is necessary to remove and re-assign assignees in cases where they were associated with an existing matter.
Tracking code: LH-13847

Enhancement: Added new toggle under global setting allowing to enable or disable preservation toggle in the hold creation.
Tracking code: LH-14235

Enhancement: Added new navigation controls.
Description: New buttons have been added, such as Clear all, Save fields, Download, Back to the list, Save and Continue, as well as navigational changes, such that the applied filters will appear on the filter bar, giving users a visual indication of what fields are selected and based on the selected fields, a filter pop-up will appear. Also renamed ‘cancel link’ on the schedule details screen to ‘back to the list’. For more information, please refer to this article Custom Report Designer.
Tracking code: LH-14168

Enhancement: Global settings to customize Hold Notice Digest email.
Description: We have added two new toggles “Secondary Internal Contact” and “Hold Sender” in the Global Settings → Column List for Notice Table Digest, So that Hold administrators can customize Hold Notice Digest email.
Tracking code: LH-14221

Enhancement: Improvement in the Employee Status change notification.
Description: We have improved the "Employee Status change Email" task to send a notification to the manager, Hold issuer, Primary, and Secondary Internal Contacts, and also whether the notification is sent when the "Early termination date" is populated. For more information, please refer to this article Employee Status Change Email.
Tracking code: LH-13703

Enhancement: Added an option to add secondary internal contact at the Legal Staff step.
Description: While creating a hold, LegalHold users can specify any legal staff as a secondary internal contact in the LegalHold object instead of matter, regardless of whether it was integrated with ELM or added manually from LH.
Tracking code: LH-14583, LH-13717

Enhancement: Improvement in the Custom Report Designer.
Description: We have improved the Custom Report Designer (CRD) to include a column for the Last run and the Status in the scheduler task list, the last run provides the details of whether it was executed by the scheduler or manually downloaded from the CRD list. 
Tracking code: LH-14071

Enhancement: Added secondary internal contact as OOTB variable in Hold notice and Email customization forms.
Description: We have added these OOTB variables in the areas of applications such as Hold Notice, Preservation Notice, Email Templates, Response pages for recipients and data stewards, and Custodian reminder email when the digest is turned off.
Tracking code: LH-14597

Enhancement: Added Pendo third-party tool
Description: We have added a third-party tool called Pendo to help you deliver a better customer experience. Mitratech will conduct surveys within the application, evaluate product usage, and determine how the software is used and which features are most valuable.
Tracking code: LH-11400

Bug Fixes 

Issue: Fixed the issue with TeamConnect security settings
Description: Any security configuration in matters created from TeamConnect is ignored after changing the matter type security setting for a user in LegalHold Instance.
Tracking code: LH-14239, LH-13758

Issue: Fixed the issue in displaying the Name of Matter in Preservation Release Notice to Data Stewards.
Tracking code: LH-14514

Issue: Fixed the timezone issue in LegalHold 
Description: The custodian's Notice displays the set timezone, but LegalHold shows different time stamps for every section.
Tracking code: LH-13267

Issue: Fixed the Release Notice email issue. 
Description: In the Released Notice, the From and To email addresses are not loading correctly for the cc to the Preservation or Data Steward or Legal Staff.  It is loading the wrong email addresses and not the ones set up in the system for the email template and system settings when it is properly using the Custodian email setup.
Tracking code: LH-14291

Issue: Fixed the issue in displaying the hold regardless of hold template approval
Description: When an attorney approves a hold template and hold issuer, the enable approver toggle turns off and the hold disappears from the Attorney's Approved Icon. Regardless of hold template approval, approved holds should continue to appear in the list.
Tracking code: LH-14292

Issue: Fixed the issue of displaying a wrong message when adding or removing a Data Steward.
Tracking code: LH-14529

Issue: Fixed the mismatch in the selected date stamp format and the date stamp displaying on the email subject line and body of the email.
Tracking code: LH-14639