2011 Release Notes

Changes for December 22, 2011 - December 28, 2011
Effective December 29, 2011 for all demo sites
Effective January 6, 2012 for sites updated weekly
Effective February 3, 2012 for sites updated monthly
Enhancements

52607: 3.2: There is a new "Income Entries (one row per entry)" table in reports that allows reporting on income detail on matters.

Fixes

52500: 3.2: Fixed the I-192 rev. 01/06/2010 immigration form so it no longer causes an error at the point of generating a PDF.

52410: 3.2: The Print Case Notes link will no longer appear in the Options tab on closed cases if it already appears on the Print tab.

52396: 3.2: The Email contact method will not be available when recording a pro bono referral attempt if there is no email address in the pro bono user's profile. This prevents selecting that method and causing an error when the form is submitted.

Changes for December 15, 2011 - December 21, 2011
Effective December 15, 2011 for all demo sites
Effective December 30, 2011 for sites updated weekly
Effective February 3, 2012 for sites updated monthly
Fixes

52590: 3.2: Changed the Document Selection block's Add Document function to add the document to the matter's documents instead of the Pro Bono Documents folder.

52554: 3.2: Fixed a problem with the View/Edit link on trust/expense transactions. (Hotfixed to all sites)

52531: 3.2: Fixed an issue where some folders in the main Documents list were not visible. (Hotfixed to all affected sites)

52526: 3.2: Fixed an issue where in rare circumstances an individual adverse party could be labeled as a common adverse party.

52488: 3.2: Fixed an issue that caused some empty SSNs to display as 'false' instead of 'N/A', which could cause an error regarding the SSN during the Create New Case for Client process.

52480: 3.2: Percentage of poverty on a case is properly reflected when a prescreen has a non-zero percentage of poverty but during intake income is changed to No Income.

52430: 3.2: Fixed an issue with matters not being removed from the Internal Transfers list after they were transferred.

Changes for December 8, 2011 - December 14, 2011
Effective December 15, 2011 for all demo sites
Effective December 23, 2011 for sites updated weekly
Effective January 6, 2012 for sites updated monthly
Enhancements

52422: 3.2: Updated publications to be able to convert RTFs more effectively, and to be able to use DOC files and JPG/PNG files for packets.

Fixes

52477: 3.2: Fixed an issue with template field mappings being lost when a revised copy of the document was uploaded to replace the existing template. (Hotfixed to all affected sites)

52458: 3.2: Fixed the ability to convert RTF documents to PDF documents in the XML/XSL output in reports.

52453: 3.2: E-transfers now include the "excluded" flag that can be set on asset entries.

52408: 3.2: Fixed a problem with email addresses on the main profile not being clickable mailto links.

52177: 3.2: Reports using the percentage of total format on columns will now properly export to Excel instead of all cells displaying 100% in the export. Note that this fix does not apply if Excel 2003 Export is enabled in Site Settings.

50835: 3.2: If a dynamic activity form includes the Time field, failing to enter values will now display a required field warning instead of an error.

48058: 3.2: Fixed a problem with phone numbers not displaying in search results.

Changes for December 1, 2011 - December 7, 2011
Effective December 8, 2011 for all demo sites
Effective December 16, 2011 for sites updated weekly
Effective January 6, 2012 for sites updated monthly
Enhancements

52379: 3.2: The Disposition block has a new "Require Case Status?" option, which allows sites that prompt for Case Status during the disposition step to make that selection required.

52233: 3.2: The Activities block has 3 new configuration options: Display Time Activity Type, Default Time Activity Type, and Display Timeslip Office (which defaults to the user's office). These options are only relevant if the block is also configured to allow the activity to create a timeslip and the person completing the form chooses to add time. These options are not enabled by default.

52230: 3.2: Added a flag to dynamic fields for Grants/Funding Codes and Timeslips so that in dynamic profiles they can be edited in-page.

52085: 3.2: The XML/XSL/Template output module is now available in reports. It adds the following functionality: a) Output of case document templates for cases displayed on a report. Output can be converted to PDF from RTF and a combined PDF or zip file can be downloaded. b) Raw XML containing all of the details of all of the cases displayed on a report can be downloaded. It can be generated as one large XML file or as separate files inside of a zip file. c) Raw XML of all of the data shown in the tabular output format can be downloaded. d) XSLT transforms can be uploaded into the report and automatically applied to the output of parts b and c. XSL-FO is supported and an HTML XSL template can be automatically converted into PDF prior to output. Output is available as a combined PDF file (where applicable) or a Zip file. e) An automated API is in development which will allow any of the outputs from parts a through d to be automatically generated and downloaded. This will allow for automatic report generation, embedding of LegalServer calendar data in external websites, and automatic data imports into some data analysis applications.

51507: 3.2: The Organization Affiliation and Mailing Categories blocks have been updated to work on the first step of dynamic user creation processes.

Fixes

52394: 3.2: Trust/Expense notes are now one note per trust/expense transaction.

52363: 3.2: Fixed the Case Log list view to properly show notes generated via the rich text editor instead of displaying HTML tags.

52358: 3.2: Fixed a problem displaying the Case Transfer Settings page in Admin (hotfixed to all affected sites).

52348: 3.2: Cases that previously displayed "N/A" inside the red conflict status boxes in the taskbar will now display "Undetermined" or "Needs Conflict Review" depending on the site configuration.

52346: 3.2: Fixed a problem causing hover-only text in instruction box elements to display in the label area on forms. (Hotfixed to all sites)

52326: 3.2: Fixed an issue with some javascript, such as the Show Filters links, not working in Internet Explorer 8.

52314: 3.2: Fixed an issue where pro bono restricted access users trying to view a case they were not assigned to might see a blank page instead of the message explaining they do not have permission to view the case.

52307: 3.2: Fixed an issue causing outreach subject restrictions on funding codes to not be enforced. (Hotfixed to all sites)

52289: 3.2: Fixed an issue where certain group by selections in reports could cause a syntax error to be displayed on the report.

52265: 3.2: Fixed a problem with years displaying with commas in some immigration form move-in/move-out fields.

52238: 3.2: Fixed an issue that could cause a report to not load if the timeslip ID field was removed from the report after adding the timeslip date of service field.

52214: 3.2: Fixed an issue where HTML tags could display in the County column of the Organizations list if an organization has multiple addresses. If an organization has one or more counties listed in any of its addresses, they will appear in the column, otherwise, county will be listed as "N/A."

52120: 3.2: Fixed an issue with assignments for cases created via the Create Case option while adding a family member. If the family member case was created on the same date the original case was opened, the intake assignment on the family member case was not given an end date. This resulted in the family member case appearing twice on the homepage of the person creating the case; once for the primary assignment (as expected), and once for the intake assignment that did not have an end date.

52049: 3.2: Fixed a problem where the Prescreen Status block on a branch logic form could redirect to a full intake even if that branch logic form was not displayed based on the user selections during the prescreen.

Changes for November 24, 2011 - November 30, 2011
Effective December 1, 2011 for all demo sites
Effective December 9, 2011 for sites updated weekly
Effective January 6, 2012 for sites updated monthly
Enhancements

52068: 3.2: Added 'Contact Merge Tool' which allows users to merge contacts, and functions a lot like the 'Organization Merge Tool.' Administrators must add the "Merge Contacts" permission via the admin tab permissions section in order for the feature to be enabled.

Fixes

52295: 3.2: Fixed a bug where some case profiles did not display due to incorrect immigration document ID's

52287: 3.2: Fixed a bug which caused an error when adding a task to an event that was tied to a matter.

52167: 3.2: Fixed an issue with apartment numbers not appearing correctly on all billing statements.

38868: 3.2: Fixed an issue with sorting names on the Contacts list that could result in similar names being slightly out of order.

Changes for November 17, 2011 - November 23, 2011
Effective November 24, 2011 for all demo sites
Effective December 2, 2011 for sites updated weekly
Effective January 6, 2012 for sites updated monthly
Enhancements

52240: 3.2: A new "Citizenship Verified" boolean system field is available.

52134: 3.2: There is a new "Copy Prescreen" feature that creates a copy of an existing prescreen, similar to the "New Case for Client" feature available on cases. Site administrators can display this link by editing the prescreen summary profile, then configuring the new "Copy Prescreen" section of the Link Boxes side element.

51804: 3.2: There is a new "Document Packet Generation" block that can be used as part of a dynamic pro bono assignment process to generate a document or documents for the pro bono user.

Fixes

52255: 3.2: Fixed an issue with the selection checkboxes in the Communication manager when moving between pages and between steps 3 and 4.

52254: 3.2: Fixed an issue causing an error for some users when viewing the calendar. (Hotfixed to all affected sites)

52253: 3.2: The "Show Static Trust/Expense Transaction link" setting in Admin / Process Settings has been replaced with a setting that allows site administrators to pick a dynamic process for these records. The default is "Please select" to continue using the built-in trust/expense process and form.

52246: 3.2: Fixed an issue with the pro bono attorney outreach obligations selected for credit when assigning a case to a pro bono user.

52202: 3.2: The Default Funding Code field on a dynamic user form will now default to "Please select" instead of the first funding code in the list if the "No default" option is configured for the field.

52181: 3.2: Fixed a problem that was causing some filters in reports to not save selections in edit mode.

52156: 3.2: In the dynamic user module, removed the Username field and added a Username block that provides validation checking against creating a user with the same username.

Changes for November 10, 2011 - November 16, 2011
Effective November 17, 2011 for all demo sites
Effective November 25, 2011 for sites updated weekly
Effective December 2, 2011 for sites updated monthly
Enhancements

52218: 3.2: The reminder section of tasks and deadlines now has a "Calculator" link like calendar events. This allows calculating the reminder date as, for example, x days before the due date.

52174: 3.2: Initial implementation of dynamic tasks and deadlines.

Fixes

52197: 3.2: Fixed an issue where Matter Referral Codes text and Funding Codes text was not wrapping properly, making the taskbar very wide if a matter was displaying one of the codes with a long name.

52152: 3.2: The Duplicates by Name report on the Admin page no longer includes raw HTML in the list.

52089: 3.2: Fixed issues with the handling of publications in RTF format.

51937: 3.2: Improved the behavior of lightboxes on screens with low resolutions. Scroll bars will now properly function when a long lightbox (for example when editing adverse parties on a case) is displayed on a small screen.

Changes for November 3, 2011 - November 9, 2011
Effective November 10, 2011 for all demo sites
Effective November 18, 2011 for sites updated weekly
Effective December 2, 2011 for sites updated monthly
Enhancements

52087: 3.2: The percentage of poverty filters available for grants can now be set to hundredths of a percent (0.00%).

52058: 3.2: The Trust/Expense feature available on matters can now be made dynamic as a result of a new "Trust Transaction" block and "Dynamic Trust/Expense Account Transactions" list view. In addition, the trust/expense note has been changed from singular (one note per case) to non-singular (one note per transaction). This change applies to both the existing built-in form and the dynamic form. There is also a new setting in Admin / Process Settings to turn off the static "Add New Trust or Expense Transaction" that appears on cases.

51841: 3.2: Calendar events now have two save buttons, "Save and Return to Calendar" and "Save and View Event", to allow a choice of destination after creating or editing an event.

51817: 3.2: There is a new "Individual Goals" block and list view available in dynamic grant applications.

Fixes

52164: 3.2: Fixed an issue that caused an error when editing Practice Group Events on organizations.

52155: 3.2: The Pro Bono Opportunity block no longer allows the "No: Placed" and "No: Automatically Placed" options to be manually selected in the Opportunity Status dropdown. Those statuses are automatically set when a case is assigned via Recommend Pro Bono User or when a logged in pro bono user takes a case.

52154: 3.2: Fixed an issue on demo sites that caused dynamic contact creation processes to display errors on the first page.

52146: 3.2: Fixed an issue that was causing "N/A" to appear in blank fields on the generated PDF of immigration forms. (Hotfixed to all affected sites)

52140: 3.2: Changed the point at which a 2-digit year is assumed to be a 19xx date instead of a 20xx date from 'any year past the current year' to 'any year more than 4 years past the current year'. In 2011, for example, a 2-digit year from 12 to 15 will be converted to 2012 to 2015, but 16 will be converted to 1916.

52139: 3.2: Fixed an issue with email addresses not being displayed as clickable links on contact profile pages.

52100: 3.2: Fixed an issue where users assigned to certain roles did not see prescreen and intake links. (Hotfixed to all affected sites)

52094: 3.2: Fixed a display issue on pages that contained notes. (Hotfixed to all affected sites)

52082: 3.2: Fixed an issue with the "Show Static Add Case Note" setting in Admin / Process Settings not taking effect.

52077: 3.2: Updated version of the N-336 immigration form.

52073: 3.2: Fixed an issue that caused an error when deleting a note draft. (Hotfixed to all affected sites)

52071: 3.2: If the Publication Selection block is configured to display the Cover Letter dropdown and select a default, that dropdown will reset to the default each time the legal problem code is changed on the form.

52070: 3.2: If a user does not have permission to view the "Edit Funding Code" dynamic process (as configured by an administrator) then they will no longer see the [Edit] link in the rightside snapshot for Funding Code (instead of being able to click the link but not being able to change the funding code).

51813: 3.2: Fixed various display issues when editing adverse parties in a lightbox (when the block is on the main profile). There is also a new configuration option for the Adverse Party v2 block called "Bind Aux Process to Submit Buttons". This option allows an initial click on Edit to display the adverse party information in a lightbox, but saving changes to that information will redirect to the auxiliary process selected. In contrast, the existing "Start Aux Process" option immediately redirects to an auxiliary process (if one is selected) as soon as the label is clicked.

51787: 3.2: County of Dispute, when used as the toggle field of a branch logic block, will now display as it does when used as a field on a form; it will initially display only counties marked as "Inside Service Area" and display a "Show All Values" checkbox.

Changes for October 27, 2011 - November 2, 2011
Effective November 3, 2011 for all demo sites
Effective November 11, 2011 for sites updated weekly
Effective December 2, 2011 for sites updated monthly
Enhancements

52054: 3.2: There is a new "Today's Date (Formal)" field for use with mapping template documents. It displays the date in "November 01, 2011" format.

52001: 3.2: There is a new setting in Admin/Site Settings called "Add Reply-To Header to Emailed Case Notes". The setting is on by default. When enabled, emailed case notes will include a reply-to header that includes the sender's email address and the email address of the case.

51999: 3.2: Added a configuration option in the Publications block to turn the 'Email Publication' feature on or off. It defaults to off. (Effective for all sites 11/4/2011)

Fixes

52061: 3.2: Fixed a problem that could cause an error if the user certification field was used on a dynamic user form instead of the block.

52055: 3.2: Fixed a problem with the search box not working on Referring Organizations.

52053: 3.2: Fixed an error that could occur accessing a user profile if it contained invalid State data from an import.

52045: 3.2: Fixed a problem with referring organization selections not saving properly. This issue affected sites on the weekly update schedule. Referring organization selection(s) made from Friday 10/28/2011 until 10/31/2011 at 12:00pm CDT were not saved. (Hotfixed to all affected sites)

52020: 3.2: Fixed a problem with the filters and View All link on the Admin/Billing List page. (Hotfixed to all affected sites)

52019: 3.2: Changed the Print History list (on the Admin/Publications Queue page) so that the default Email filter is All, the default sort order is by Print Date descending (most recent first), and fixed a problem with the Print Date column taking two clicks to change the sort order.

52017: 3.2: Fixed an issue occurring on demo sites where tabs on the main profile would not work with IE9.

51957: 3.2: Site-specific fields are now available for use as toggle fields in branch logic blocks on grant application dynamic forms.

51892: 3.2: Fixed an issue that caused "Age at Intake" (when enabled on the Adverse Party v2 block) to appear in the wrong place when multiple adverse parties existed.

51844: 3.2: The Rejected Information tab will display in the taskbar properly on rejected matters. (Hotfixed to all affected sites)

51790: 3.2: Fixed a field naming issue with the I-246 (2010-12-31) immigration form. (Effective for all sites on 11/4/2011)

51487: 3.2: Fixed an issue that could cause nickname matches to not score properly in searches.

51437: 3.2: Disabled the "Contract" lookup entry in Admin/Lookups/Programs for all sites not using that entry.

Changes for October 20, 2011 - October 26, 2011
Effective October 27, 2011 for all demo sites
Effective November 4, 2011 for sites updated weekly
Effective December 2, 2011 for sites updated monthly
Enhancements

51981: 3.2: Updated the "status" page for pro bono attorneys and instructors on dynamic outreach records. If credit tracking is enabled, selecting a Status of "Did not Attend" will zero the credit fields. Also added a Credits Removed field and Date Credits Removed field.

51953: 3.2: Added several new fields, lookups, and blocks related to the HUD 9921 form: including HUD Client Type, Housing Counseling, HUD Results of Counseling, Renter's Problems, Homeowner's (mortgage not paid off) Problems, Homeowner's (mortgage paid off) Problems, Homeless Problems, Potential Mortgagor Problems, Renter's Goals, Homeowner's (mortgage not paid off) Goals, Homeowner's (mortgage paid off) Goals, Homeless Goals, and Potential Mortgagor Goals.

51871: 3.2: The "Evaluation Matrix" block available for dynamic outreach records has been updated to collect numbers for each cell in the categories/quality grid.

Fixes

52003: 3.2: Fixed a problem with the Edit Library feature in reports that only affected demo sites.

51996: 3.2: Fixed an error editing the navigation tabs section of user roles. (Hotfixed to all affected sites)

51988: 3.2: Fixed an issue where events created from a case profile would not be linked to the case. (Hotfixed to all affected sites)

51984: 3.2: Fixed an issue with the delete link on outreach records that only affected demo sites. (Hotfixed)

51983: 3.2: New version of the I-765 immigration form.

51982: 3.2: Fixed a problem with the links to user profiles in the Pro Bono Attorneys and Instructors list views available in dynamic outreach.

51980: Instruction box text is now escaped by default in order to prevent characters from interfering with other output. The new option "Text is raw escaped HTML" on instruction elements can be checked to allow the use of properly formatted HTML tags.

51976: 3.2: Fixed an error with the Staffing Matrix block.

51968: 3.2: Fixed searching for a first name only (no last name) when the "Require at least partial match on first name" setting is No (in Admin / Top Level Navigation Bar / Search). After this update, that setting can be No and first name only searches will return results.

51961: 3.2: Fixed calculation issues in the Carryover Matrix block.

51943: 3.2: New version of the I-192 immigration form.

51942: 3.2: Fixed an issue that prevented the "Rejected" taskbar information from appearing on rejected matters.

51882: 3.2: Fix an issue where the 'Note Drafts' section in the taskbar did not display a label, and note drafts with empty subjects displayed HTML code.

Changes for October 13, 2011 - October 19, 2011
Effective October 20, 2011 for all demo sites
Effective October 28, 2011 for sites updated weekly
Effective November 4, 2011 for sites updated monthly
Enhancements

51871: 3.2: Two new blocks allow CLE credit tracking on dynamic outreach records. "Pro Bono Credits" displays two numeric fields on a form, one for Substantive Credits and one for Ethics Credits. "Probono/Instructor Statuses" allows linking pro bono users to an outreach, and used again on a form with the 'instructor' option selected, allows adding any user (staff or pro bono) to an outreach as an instructor. Instructors earn twice the credits for an outreach. CLE credits earned can be displayed, along with pro bono obligation information, in the Pro Bono Attorney Statuses and Instructor Statuses list views. This information is also displayed on user profiles on the Pro Bono Obligations tab.

51871: 3.2: There is a new "Evaluation Matrix" block available for dynamic outreach records. The block presents a grid with categories such as Speaker, Materials, Facility as rows and columns such as Excellent, Good, Fair, etc. The row and column labels are controlled by two new lookups, Evaluation Category and Evaluation Quality.

51820: 3.2: There is a new "Funds Matrix" block available for use with dynamic grant applications.

Fixes

51916: 3.2: Clicking the "Printable version" link on a Time and Attendance Record will automatically open a print dialog.

51913: 3.2: Fixed an issue that caused an error clicking the Edit link next to Date Opened on case profiles on some demo sites.

51909: 3.2: Fixed an issue that could cause problems when changing tabs on the main profile. Editable fields might not be clickable or the folder structure might not display on a documents tab. A page refresh is a temporary workaround to make the tabs work properly if this happens. (This update will be effective for all sites on 10/21/2011)

51906: 3.2: Fixed an issue with new-style templates sometimes not recognizing fields on fillable PDF forms.

51905: 3.2: Editing a form using the rightside links available when editing a process will no longer cause a refresh error when saving the form.

51887: 3.2: Fixed an error when clicking "Edit Contact Information" on a user profile. (This update is effective for all affected sites on 10/21/2011)

51876: 3.2: Reports will now sort only on displayed columns.

51867: 3.2: Fixed a problem that caused deleting a calendar event to fail if there was a task linked to the event.

51857: 3.2: Restored the link back to corresponding deadlines, tasks and events in notes emailed from those records.

51855: 3.2: Fixed an issue with HUD 9902 counselor ID formatting in the electronic submission. (Hotfixed to all affected sites)

51852: 3.2: Fixed an issue with the Contract Attorney Report on the timekeeping page for sites with that feature enabled.

51847: 3.2: Fixed an issue with the display of rightside tabs on contact profile pages. (Hotfixed to all affected sites)

51840: 3.2: Fixed a red Search link error. (Hotfixed to all affected sites)

51826: 3.2: Fixed an issue with the static refer and reject process not including a button to continue past the first step of the process.

51805: 3.2: Fixed an issue causing the Case Log listview to not display on some cases.

51801: 3.2: Fixed an issue with the "Show Static Case Note Link On Case Profiles" setting not working properly.

51781: 3.2: Displaying an outreach record will no longer show an unnecessary "Success" message at the top of the page.

51770: 3.2: Fixed an issue where branch logic blocks added to forms would not save configuration options the first time the form was saved.

51768: 3.2: Fixed an issue with emailing publication templates.

51754: 3.2: Updated the Date Open Range feature in reports so that cases opened on the last date of a filter range are included.

51735: 3.2: Attempting to edit a deleted organization address will no longer display an error page, but a page noting the address has been deleted and providing a link to return to the organization profile.

9940: 3.2: Grouped the user preferences page into categories to make it easier to read.

Changes for October 6, 2011 - October 12, 2011
Effective October 13, 2011 for all demo sites
Effective October 21, 2011 for sites updated weekly
Effective November 4, 2011 for sites updated monthly
Enhancements

51817: 3.2: There is a new "Individual Goals" block available in dynamic grants.

51740: 3.2: Added support for report filters based on time fields such as Start Time and End Time on events.

51527: 3.2: There is a new "Funding Code Changes" table in reports that provides the ability to report on the information displayed by the Funding Code Log listview.

50583: 3.2: There is a new top level "Donation" table in reports. Reports based on this table can include all donations, whether they are individual or organization donations.

Fixes

51822: 3.2: The geocoding errors on the Political Boundaries address lookup feature that were caused by an unexpected API change have been fixed. (Hotfixed to all sites with this feature enabled)

51816: 3.2: Restored the "Calculator" link that appears in the reminder section of events and allows entry of the reminder time by entering "30 minutes before", "1 hour before", etc.

51806: 3.2: Restored the Eligibility rightside element. (Hotfixed to all affected sites)

51803: 3.2: Fixed an issue that was causing an error to appear when attempting to view an event profile. (Hotfixed to all affected sites)

51796: 3.2: Fixed an issue where existing billing type spans in grants were not editable.

51788: 3.2: Fixed a problem with dragging and dropping documents into older style document lists.

51778: 3.2: Fixed an issue where editing an existing publication could remove the filename, causing it to not appear in the document list.

51767: 3.2: Fixed an issue where selecting multiple subjects of different types (problem codes and generic subjects) in a user profile could cause an error.

51759: 3.2: Added a delete link for each subject listed in a user profile (when level of expertise is enabled and the "Edit User Subjects" link appears on profiles).

51714: 3.2: Changed the behavior of the "All Household Members" table in reports so that it does not exclude members designated as non-adverse parties.

51558: 3.2: Made changes to the new style documents lists so they will work with Internet Explorer 7 and 8.

Changes for September 29 - October 5, 2011
Effective October 6, 2011 for all demo sites
Effective October 14, 2011 for sites updated weekly
Effective November 4, 2011 for sites updated monthly
Enhancements

51750: 3.2: The Waiver block has a new "Show Notes Input Box" that controls whether the waiver notes field is displayed.

51734: 3.2: Removed the defaults on the Ask for Waiver fields that can be displayed by the Waiver block.

51719: 3.2: The Financial Information - Alternate block has 3 new configuration buttons: "Edit Income Source Defaults", "Edit Asset Defaults", and "Edit Expense Defaults". Each button allows one or more of these items to be displayed by the block by default. For example, the income defaults could be used to display an Employment entry and an Other Income entry by default. Up to 20 default entries can be set for each item. In addition, the number of default entries on the Asset block and Non-Liquid Asset block have been increased from 4 to 20.

51586: 3.2: Work County has been added as a field to user profiles.

37515: 3.2: There is a new "Mass Calendar Update" feature that allows changing the attendee/user on events, tasks, and deadlines from one user to another. See the Mass Calendar Update help topic in the Administration Tools section of Help for more information.

Fixes

51780: 3.2: Fixed a problem with the notes filters on outreach records that could cause the filters to stop working after an initial change to the filters was applied.

51737: 3.2: Fixed an issue with the Conflict Search Results v2 block and editing non-adverse parties. Editing one of multiple existing non-adverse parties could result in another non-adverse party's information being overwritten with the new information.

51721: 3.2: Fixed a problem that was causing documents uploaded via drag and drop with Firefox 7 into a new style document list to be named 'undefined'. (This fix will be effective for all live sites on 10/7/2011)

51700: 3.2: Fixed a problem with the Create Assignment block that could cause an error when a form containing this block was submitted.

51523: 3.2: Added automatic trimming of whitespace before and after names to improve data and search results. For example, a search for "Owen" would not match "Owens " (with a trailing space) because the 's' would not be dropped during the search.

Changes for September 22 - September 28, 2011
Effective September 29, 2011 for all demo sites
Effective October 7, 2011 for sites updated weekly
Effective November 4, 2011 for sites updated monthly
Enhancements

51676: 3.2: There is a new "Mass Assignment Update" feature that allows reassigning multiple matters from one user to another user. For more information see the Mass Assignment Updates help topic in the Administration Tools section of Help.

51665: 3.2: There is a new "Show Static Case Note Link On Case Profiles" setting on the Admin/Process Settings page. This setting allows site administrators that want to create a dynamic Add Case Note process and form to remove the existing static link.

51385: 3.2: Added a "Broadcast Event" field to events, controlled by user role permission. Events that are flagged as broadcast will appear on all user calendars regardless of the attendees selected for the event. The field is also available for sites that have converted to a dynamic event form. Only users whose role has the new "Allow User to Broadcast Events" permission will see the field.

51034: 3.2: Added the Notes column to the Income listview.

Fixes

51713: 3.2: Fixed a problem that was causing an error when mapping new style PDF templates that contain select boxes.

51693: 3.2: Increased the outcome value limit from 9 to 15 digits.

51687: 3.2: Using the browser back button after deleting a note draft will display a message that the note draft cannot be displayed instead of an error page.

51682: 3.2: Entering an invalid date or time for an event will display a message instead of an error page.

51672: 3.2: Changed the Non-Liquid Asset block so that an empty "Allowance for each additional family member" option will not prematurely fail eligibility.

51647: 3.2: Fixed a problem that was causing the asset eligibility determination to be no if the "Show Exclude Box" was checked in the Asset block configuration. (Hotfixed to affected sites)

51570: 3.2: Fixed a problem with Internet Explorer 7 not showing results in ajax search boxes, for example when searching for a client name on a timeslip.

51455: 3.2: Fixed an issue where going to an earlier step in a process would prevent you from returning to the step you were on.

7115: 3.2: If Case Questions are edited, only the questions edited will show the "Updated by" audit note. Previously, all case questions in the group would indicate an edit if any were edited.

Changes for September 15 - September 21, 2011
Effective September 22, 2011 for all demo sites
Effective September 30, 2011 for sites updated weekly
Effective October 7, 2011 for sites updated monthly
Enhancements

51634: 3.2: "Pro Bono Attorney's Email" is now available in the field list when mapping fields on document templates.

51591: 3.2: The Adverse Party v2 block has a new "No Party" option that allows administrators to change the text of the "There is no adverse party" selection.

51569: 3.2: Dynamic forms have two new options: "Delete Existing Disabled Elements on Save" and a "View Log" link. Deleting disabled elements will be logged with the date, time, elements deleted, and the user that deleted them. A log entry will also be recorded each time a form is saved, but will not currently indicate specific changes made to the form.

51551: 3.2: The Outcomes block and Outcomes with Frequency Controls block each have a new "Set Max Number of Outcomes to" option. The setting defaults to 20 and allows up to 99 outcomes.

51488: 3.2: In reports on donations, individual donor names and organizational donor names are now clickable links to the person or organization profile.

51466: 3.2: Prescreen, Intake, and Assigned Office are each now available as a toggle field in a Branch Logic block.

51449: 3.2: When notes are emailed from a matter, the message will contain the matter's email address in the Reply-To header. This means a reply to that message will "cc" the case by default. The recipient replying will be able to remove the matter's email address before sending.

51425: 3.2: Case notes created from email messages will now include any information in the "Cc" line of the message, in addition to the "From" line information that is currently included in the note body.

39552: 3.2: The Caseworker search results on dynamic timeslips can now display the bar number in parentheses next to each user's name. Administrators can enable the "Show Bar Number" option in the User/Caseworker block.

Fixes

51644: 3.2: Added support for site-specific fields for grant periods and grant applications, and fixed an issue with adding site-specific fields for grants.

51624: 3.2: If Pro Bono Opportunities is enabled, manually assigning a pro bono attorney via "Recommend Probono/Other User" will change the case's opportunity status from "Yes: Available" to "No: Placed Case".

51623: 3.2: The time totals that can be enabled to display in the taskbar on the main timekeeping page will update properly after the filters on the page have been changed.

51619: 3.2: Fixed a problem in Pro Bono Opportunities that was causing the "Show Interested/Show Assign To Case/Show Both" setting on a legal problem code to not be properly applied when a pro bono advocate viewed an opportunity with the corresponding problem code.

51618: 3.2: Fixed an issue that could cause the "Learn More About this Case" link in the Pro Bono Opportunities list to require an unnecessary permission to view the page.

51617: 3.2: Fixed a problem that caused the Pro Bono Opportunities list (when enabled) to appear twice on the homepage.

51592: 3.2: Fixed an issue where "Show Filters" on a list would not work after sorting the list by one of its columns.

51574: 3.2: The "Probono Attorney Statuses (Display Only)" field can be replaced with the "Probono Statuses" block on dynamic outreach profiles to avoid display of HTML tags.

51558: 3.2: If a site has the new style of document lists enabled, Internet Explorer users will see the standard list instead of a blank list until a permanent fix for IE can be implemented.
51544: 3.2: Fixed the "Save and Stay on Page" button in the Hotdocs template edit fields process, and added the red required asterisk to the address fields when adding an address.

51532: 3.2: Group Case Profile is now available as a follow up profile for an intake process.

51524: 3.2: The "Recommended Documents" list will no longer display non-template documents when no filters are selected.

51463: 3.2: Fixed a problem that could cause the Current Assignments list on the homepage to be blank if it was filtered by Special Legal Problem Code.

Changes for September 8 - September 14, 2011
Effective September 15, 2011 for all demo sites
Effective September 23, 2011 for sites updated weekly
Effective October 7, 2011 for sites updated monthly
Enhancements

51561: 3.2: If Grant Periods/Contract Terms exist (in dynamic grant management), a tab will appear with a list of those records on the main grant management page.

51526: 3.2: Added a new configuration option, "Show Income Calculator", to the Financial Information - Alternate block. This allows displaying or hiding the Calculator button next to each income entry. This option is on by default to preserve the existing behavior of the button being displayed.

51522: 3.2: A "Go to today" link appears below the date in the Day, Week, and Month views of the calendar when you are viewing dates other than the current date.

51472: 3.2: Added a new "User Notes" subtable to the top level System Users table in reports to provide access to notes entered on user profiles.

51461: 3.2: Added cover letter creation and selection to the document publications feature. Cover letters support PDF documents if they are not templates, and RTF and PDF documents if they are templates.

Fixes

51578: 3.2: Fixed an issue that caused changes made with the "Update all Statuses of a Clinic Event" feature to not save. (Hotfixed to all sites with the Clinics module enabled)

51568: 3.2: Fixed a problem that could cause a report to be uneditable in rare circumstances.

51563: 3.2: Fixed an improper required field warning when attempting to create an event with an AM start time and a PM end time. (Hotfixed to all affected sites)

51549: 3.2: Fixed an issue where saving a dynamic form that contained a tab block would cause an error.

51476: 3.2: Added a new version of immigration form I-131.

51471: 3.2: Adding the "Phone + Note - Home Phone" block to the first page of a dynamic user creation process will now display a message, instead of an error, indicating that the block cannot be used on the first page of a process.

51465: 3.2: Deleting an event with a note will no longer cause an error.

51460: 3.2: Fixed an issue that prevented the Office field on an event from being set back to "Please select" after it had been saved with an office selected.

51417: 3.2: Fixed an issue with the new style document lists that was causing group cases to not appear in the "All Clients" subfolder in the document center.

51395: 3.2: Fixed an issue that could cause the category of certain timekeeping activity types to be updated if no case activity category existed.

51293: 3.2: Fixed an issue that could cause note drafts to be created for empty note fields.

47353: 3.2: The edit pages for dynamic forms and profiles no longer load the field and block lists for each element, decreasing the load time when these pages are displayed or refreshed. Administrators should note that field and block elements on a form can no longer be changed to a different field or block 'in place'. When adding a new field or block element, the list will appear next to the Add button and the selection made before the element is added to the form.

47333: 3.2: Editing adverse party information on a form is now done in a lightwindow to make the edit process clearer.

47322: 3.2: Fixed an issue with the List Cases tab on the outreach profile improperly caching results and displaying cases from a previously viewed outreach. This was a display-only issue and did not affect links between outreaches and cases.

Changes for September 1 - September 7, 2011
Effective September 8, 2011 for all demo sites
Effective September 16, 2011 for sites updated weekly
Effective October 7, 2011 for sites updated monthly
Enhancements

51502: 3.2: The "Bind Work Address to Organization" section of a contact profile now displays the organization name in addition to the organization's address when set to Yes.

51444: 3.2: Added support for fillable PDFs when using new style templates.

51363: 3.2: Added an "Ask for Care Of" configuration option to the Address block to allow collecting "Care Of" information.

51357: 3.2: There is a new "Most Recent Note Time" table available in reports. The new table provides fields for reporting the date of the most recent note entered on a matter and the number of days since that date. This allows reporting on matters where the last note was entered X days ago.

50137: 3.2: Added a new permission to user roles called "Show Branch in Admin". If enabled, this displays whether a site is updated weekly or monthly at the bottom of the Admin page.

Fixes

51509: 3.2: Setting the default calendar preference to Office or Front Desk will now properly set the office filter to the user's office.

51503: 3.2: If a dynamic form contains an unreferenced tab block element, editing the form will display a message about the problem instead of causing an error.

51501: 3.2: Fixed an issue that was causing the "Timekeeping: Show Start/End Times" user preference to always display as "Yes".

51498: 3.2: Fixed an issue where attempting to change a previously saved income entry's type to 'No Income' would result in a "Frequency Required" warning and prevent saving the form.

51496: 3.2: Updated the "Grant Reports" block available in dynamic Grants Management to function properly on the first page of a grant creation process.

51489: 3.2: Fixed an issue that could prevent the first page of an intake from being submitted if the "Intake User (Display Only)" field had been marked as a required field in the past.

51478: 3.2: Fixed the Delete link for family members when the Family Information block is used on a profile page.

51420: 3.2: The Funding Information block has a new option "Show Office Location" that makes display of the office location field optional.

51410: 3.2: Fixed an issue that caused an all day calendar event created with a future start date to have an end date of the current date instead of the same date as the start date.

37142: 3.2: If the "Ask for Address" option is selected in the Family Information block, the text of the link displayed on the form has been changed from "Lives with Client" to "Copy client's address". This avoids confusion with another configuration option in that block that will display the "Lives with client" boolean field.

Changes for August 25 - August 31, 2011
Effective September 1, 2011 for all demo sites
Effective September 9, 2011 for sites updated weekly
Effective October 7, 2011 for sites updated monthly
Enhancements

51414: 3.2: Organizations on outreach records. A new Organizations field is available for use with dynamic outreach records. The field allows linking one or more organizations to an outreach just as staff and pro bono users can be linked to an outreach. Organization profiles contain a new Outreaches tab that lists outreach records the organization is linked to, as well as outreach records an affiliated user is linked to.

51414: 3.2: Practice Groups for Organizations. There is a new Practice Groups multi-select field on organization records that allows agencies to track, for example, practice groups among law firms. The list of practice groups is maintained in Admin/Lookups/Practice Groups. In addition, the taskbar on organization profiles contains a new "Edit Practice Group Events" link. This allows recording events by date and practice group per organization. Note that these are not calendar events.

51414: 3.2: Organization Conflicts. Organization records have a new Organizational Conflicts notes field. The notes in this field work with the new Organization column that appears on the Recommend Pro Bono page. If a user in the recommended list is affiliated with an organization, the organization's name will appear in the new column, and the organizational conflicts notes will appear when the mouse cursor is placed over the organization name. This will allow staff assigning cases to pro bono users to be aware of potential conflicts or other relevant information based on the firm or company the pro bono user is affiliated with.

Fixes

51462: 3.2: Fixed a problem that prevented timeslips from appearing in the fund activity list for the associated grant. (The effective date of this fix is 9/2/2011 for all sites)

51454: 3.2: Fixed an issue that could cause the calendar display to not recognize a user's preferences.

51409: 3.2: After editing a dynamic process, form, or profile, you will be returned to the management page with the previously selected module type and tab still selected, instead of always returning to the Case/Matter module.

51348: 3.2: Fixed an issue with the calendar filters that required clicking the Apply Filters button before the default filter would be applied when viewing the calendar for the first time after logging in.

51433: 3.2: Changed the order of the new Median Income configuration options on the Financial Information - Alternate block. This is only a change in display order when editing the block; administrators do not need to make any changes to existing selections.

50988: 3.2: There is a new Page Break block element available for print profiles. Administrators who have staff experiencing browser crashes when printing may find this block helpful. The browser crashes are inconsistent, but when they do happen seem to be related to page breaks falling within a table from a listview element like income, timeslips, etc.

Changes for August 18 - August 24, 2011
Effective August 25, 2011 for all demo sites
Effective September 2, 2011 for sites updated weekly
Effective October 7, 2011 for sites updated monthly
Enhancements

51415: 3.2: Added support for RTF templates with merge fields for publications.

51388: 3.2: Added support for calculating Percentage of Median Income and optionally using that percentage in eligibility determinations. The Financial Information - Alternate block has three new configuration options: "Show Percentage of Median Income" (off by default), "Percentage of Median Income" to enter the maximum percentage allowed, and "Include Median Income % for Eligibility". The last option relates to the existing "Eligibility" option that displays the "Income Eligible" field. If both options are enabled, then Income Eligible will be "No" if either the percentage of poverty or the percentage of median income exceeds the respective maximums. The LSC Eligibility Information block and the secondary eligibility information block have two new options: "Consider Median Income as Part of Income Validation" and "Percentage of Median Income" to enter the percentage above which eligibility will fail. Both options apply if the "Income (Recalculated)" option is used to determine income eligibility. Site administrators maintain the necessary scales on the Admin / Median Income Scales page.

49749: 3.2: As part of the development of new template capabilities, two minor changes are visible when editing processes, forms, and profiles. The "Rightside" element on profile pages has been renamed to "Side" to reflect that the taskbar may appear on the left in future templates. The function of the element has not changed and administrators do not need to take any action regarding this change. A new element, "Field Set", appears in the "Add" dropdown list. This element will provide an improved way to visually group information on forms in future templates.

Fixes

51399: 3.2: Fixed a problem that could cause display only fields to incorrectly display default values previously set. Fixed an issue with the display only Intake User field so that it will display the current user on the first step of new intakes instead of "N/A". This display issue does not affect the intake user being correctly set to the current user when a new intake record is created.

51398: 3.2: The Financial Information - Alternate block will now display a missing required fields warning instead of an error if an existing income entry is manually changed back to empty/default values instead of being removed with the minus button.

51390: 3.2: Fixed an issue with "Add Grant Period" processes not appearing on dynamic grant profiles. Added an Active field to grant periods.

51378: 3.2: Changed the wording on the publication queue confirmation page to clarify that the generated PDF contains only packets from the matters selected on the previous page.

51360: 3.2: Fixed a problem with the search function in the Recipients box (when emailing certain notes). (Hotfixed to all affected sites)

Changes for August 11 - August 17, 2011
Effective August 18, 2011 for all demo sites
Effective August 26, 2011 for sites updated weekly
Effective September 2, 2011 for sites updated monthly
Enhancements

51325: 3.2: Modified the Merge Organization feature to prevent duplicate addresses from being added to the organization that is being merged to.

51318: 3.2: The Office filter on the Recommended Documents list will now default to the case's assigned office to present a more focused list of templates.

51252: 3.2: The "Donor Name" field will now be saved as a field for each donation record, allowing different donor names for different donations from the same individual or organization. When entering a donation, the donor name field will default to an individual's "Preferred Donation Name" (set on the person's contact profile page) or an organization's full name.

51081: 3.2: There are two new system fields available for matters. Attempt Time for callback attempts and Hearing Impaired for applicants/clients.

50993: 3.2: In reports, the Username column will now display a clickable link to the user's profile.

Fixes

51340: 3.2: Fixed an issue with the Office filter on the calendar that resulted in no events being displayed when no users were selected. It will no longer be necessary to select any users to see all events for a selected office.

51337: 3.2: Fixed an issue that could cause the Notes Draft tab to appear at the bottom of the taskbar instead of the top.

51335: 3.2: Fixed a problem that could cause the Front Desk filter on the calendar to not show events after switching from a different filter. (Hotfixed to all affected sites)

51323: 3.2: Fixed an issue with user preferences for the calendar not being applied after logging in. Added a "Reset Filters" button to the new style of calendar filters.

51313: 3.2: Fixed an issue that caused an error clicking on the Calendar tab if an earlier problem (now fixed) had caused the calendar filters to save in a blank state. (Hotfixed to all affected sites)

51304: 3.2: Fixed a problem that prevented case alerts from displaying on home pages. (Hotfixed to all affected sites)

51269: 3.2: Fixed an issue causing the Timer tab to only display if the red Search tab was already displayed. (Hotfixed to all affected sites)

51258: 3.2: We have changed the way PDF forms uploaded as templates are handled if the forms contain one or more "Choices" elements (Adobe's term for a dropdown list). A Choices element prevents a document from being generated from the template. To allow the document to be generated, any Choices element will be replaced with a text field.

51255: 3.2: When viewing the case contacts page on a case, the client's name and case number in the breadcrumbs is now a clickable link that returns you to the full profile.

51253: 3.2: Fixed an issue that could slow down a form using the LPC/SLPC block to display multiple case questions and case specific forms.

51240: 3.2: The "Administer HUD Reporting" user role permission now applies to the Admin / HUD Settings page.

51031: 3.2: Renamed the adjusted income fields, "Income (Monthly)" and "Income (Annual)", to "Adjusted Monthly Income" and "Adjusted Annual Income" respectively to reflect that the fields are the sum of income minus expenses.

50967: 3.2: Fixed an issue in the Branch Logic block. When the toggle field was hidden, only the branch logic form for the first value in the list with an associated form would display. The branch logic form for values farther down in the list would not display.

50965: 3.2: Removing a common adverse party from a case will now also remove information about that party from any litigation records on the case, and from reports that contain the Responding Parties and Addresses column.

50903: 3.2: Fixed a problem in reports that caused custom multi-lookup columns displayed on reports to become hidden columns after editing and saving a report.

48575: 3.2: Revised the output of empty cells when exporting reports and the site is set to use the advanced XML format. Excel functions such as ISBLANK() would interpret the previous format as being empty text instead of "blank".

Changes for August 4 - August 10, 2011
Effective August 11, 2011 for all demo sites
Effective August 19, 2011 for sites updated weekly
Effective September 2, 2011 for sites updated monthly
Enhancements

51074: 3.2: "Placeholders" are being implemented; light text inside certain field entry boxes indicating the field name or formatting requirements for a field.

51066: 3.2: The Domestic Violence block has a new "Required" configuration option to allow the initial Yes/No question displayed to be a required field.

50997: 3.2: Initial implementation of dynamic Grant Periods.

49749: 3.2: There is a new "Field Set" element available on forms and profiles. This element provides an enhanced header display in the new template style being developed (Admin / Site Settings / Template Style). 

Fixes

51237: 3.2: Extended the execution timeout for exporting reports to Excel.

51096: 3.2: Renamed "Schedule Event" to "New Event" on the Scheduling tab in the taskbar on cases.

51091: 3.2: Corrected the spelling of "custody" in two of the Legalserver Index entries.

51037: 3.2: Fixed an issue with an older version of the schedule appointment page. (Hotfixed to all affected sites)

51035: 3.2: Fixed a problem affecting demo sites that use the Case Title field. (Hotfixed)

51022: 3.2: Fixed an issue where messages could be created with inconsistent associated module data.

51019: 3.2: For sites with with HUD electronic reporting, the case validation review page will now display the Client Counselor name instead of an ID number.

51014: 3.2: Clinic event dates now appear in the breadcrumbs when viewing a clinic event profile page.

50771: 3.2: When creating a user account, there is a new button "Do Not Set Organization" that allows an account to be created without selecting an organization. In addition, fixed a problem that caused the user creation process steps in the taskbar to continue to display after the new account was created.

Changes for July 28 - August 3, 2011
Effective August 4, 2011 for all demo sites
Effective August 12, 2011 for sites updated weekly
Effective September 2, 2011 for sites updated monthly
Enhancements

51011: 3.2: The "Notes (Generic)" block is now available for use on forms in all dynamic modules. It will also now appear in the "Misc" section of the block dropdown list when editing forms instead of the "Primary Intake: Initial Information" section. (When editing existing forms after this update, the Block element containing a Notes (Generic) block may appear to be blank. This temporary display issue does not affect the operation of the block and will display normally after a form is saved. Administrators do not need to update or change forms that use this block.)

Fixes

50983: 3.2: Fixed a problem with permissions for funding code on timeslips. A user whose role does not have permission to edit the funding code on a timeslip will no longer be able to change it.

50980: 3.2: Fixed a problem with the column sort arrows in edit mode on reports. (Hotfixed to affected sites)

50978: 3.2: Fixed an issue that caused private bar referral records to not properly display on cases.

50972: 3.2: Fixed the "Active" filter on the All Reports list.

50964: 3.2: Fixed a problem with breadcrumbs when viewing litigation records on a case.

50912: 3.2: When sending a message and associating the message with either a Case/Matter or Outreach, submitting the form without selecting a record will produce a missing required field notice instead of an error page.

50894: 3.2: Fixed a "query failed" error in reports that could occur when the "Is this a subordinate case?" column was on a report and columns referencing the parent/master case were also on the report. Note: For affected reports, report writers will need to delete that column and re-add it after this update takes effect.

50856: 3.2: Fixed a redirect error that occurred after using the Copy link to create a copy of a Primary Form. The form was copied, but the redirect error required you to manually navigate back to the Admin page.

50771: 3.2: Selecting an organization affiliation is not required when creating a new user account.

50703: 3.2: Fixed an issue that was causing dynamic outreach timeslips configured with the funding code block to not default to the outreach record's funding code.

50686: 3.2: Fixed an issue with deleting (marking inactive) a dynamic outreach.

35179: 3.2: An agency making an electronic referral can no longer delete the referral entry on its site after the receiving agency has either rejected or accepted the referral.

6550: 3.2: Fixed a problem where inactive users were appearing when searching for existing contacts on the Add Case Contact page.

Changes for July 21 - July 27, 2011
Effective July 28, 2011 for all demo sites
Effective August 5, 2011 for sites updated weekly
Effective September 2, 2011 for sites updated monthly
Enhancements

50921: 3.2: Added a column to the Future report listview for "Has Document Attached?". Several small improvements to the future report profile page.

50905: 3.2: For sites with HUD ARM Electronic Reporting enabled, the agency's HUD username and password can now be maintained on the Admin / HUD Settings page (which is only accessible to user roles with the "Administer HUD" permission).

50825: 3.2: Several updates in dynamic grant management improve selecting reports and contacts for a grant.

Fixes

50945: 3.2: The Funding Code filter on the main timekeeping page will now display funding codes sorted by list order, then name.

50941: 3.2: Session timeout values based on IP address (Admin / Client IP Address Ranges) will now work with a single IP address instead of just netblocks. A single IP may be entered with or without a /32 CIDR mask.

50932: 3.2: Fixed a problem that was causing some time fields to displayed the red required asterisk even if the field was not configured as required.

50928: 3.2: Changed the title of the grant management page from "Funding Codes" to "Grant Management".

50927: 3.2: Fixed an issue that could cause client/case related timeslips to load slowly under certain conditions.

50920: 3.2: Fixed a problem with the report lists not displaying on demo sites.

50919: 3.2: Updated immigration form I-601 (2011-06-08), Application for Waiver of Grounds of Inadmissibility.

50911: 3.2: Fixed an issue with the timezone in the Future Reports feature; also added descriptions to several fields on the data entry form and an Additional Variables field.

50809: 3.2: Reports using the Moving Party and Address column or the Responding Parties and Addresses column will run significantly faster.

Changes for July 14 - July 20, 2011
Effective July 21, 2011 for all demo sites
Effective July 29, 2011 for sites updated weekly
Effective August 5, 2011 for sites updated monthly
Enhancements

50865: 3.2: A Callbacks sub-table has been added to the top level Case Data table in reports. The new table will only appear if the Callbacks module is enabled on the site.

50862: 3.2: Added several new columns to the timeslip list when updating timeslips with the Batch Funding Code Update tool. Also changed the service hours column in the case list to only display hours within the selected date range.

50837: 3.2: Added support for last name searches to match on hyphenated last names and last names with spaces. For example, the last name "Smith" will match "Smith-Jones", "Jones-Smith", "Smith Jones", and "Jones Smith". Note that this requires the "Cross Search Suffix/Second Last Name and Last Name" option to be enabled (see Admin / Top Level Navigation Bar, the Search tab).

50834: 3.2: A Task list is now available for use with dynamic grants.

Fixes

50877: 3.2: Fixed a problem that was causing the Cases and Recently Accessed lists on the main timekeeping page to require a page refresh to display. (Hotfixed to all affected sites)

50870: 3.2: Fixed an error that occurred when editing addresses using the Address History list. (Hotfixed to all affected sites)

50860: 3.2: Fixed a display issue that could cause county of residence and county of dispute to not display properly on a later step of an intake even though values had been selected, and saved, on an earlier step.

50849: 3.2: Fixed a problem that could cause a report with a crosstab to fail in rare circumstances.

50844: 3.2: Fixed a problem that could cause an error when a form was submitted if the form contained a multi-select field marked read-only.

50840: 3.2: Fixed a problem in the Trust Balance Snapshot report date range filter that caused certain cases to appear twice.

50832: 3.2: Added "Clinic Event" to the process types available in Admin / Processes, Forms, and Profiles, if the Clinics module is enabled.

50830: 3.2: Updated the timeslip posting feature to support selecting and posting thousands of timeslips at once.

Changes for July 07 - July 13, 2011
Effective July 14, 2011 for all demo sites
Effective July 22, 2011 for sites updated weekly
Effective August 5, 2011 for sites updated monthly
Enhancements

50777: 3.2: The "Adverse Parties" table in reports has new subtables allowing additional information to be reported, including Relationship Type, Conflict Status, etc.

50762: 3.2: Multiple contacts can now be associated with a dynamic grant.

50759: 3.2: Added a "Future Reports" feature that provides another tab on the main Reports page. This allows creating a 'placeholder' for reports to be developed and entering information about those reports. The tab will not display unless a user's role has the new "Show Future Reports" permission. The permission is not enabled by default for any role.

50752: 3.2: The documents list displayed by the Documents link on the View Information tab of cases will now use the new style of document list if that feature is enabled in Admin / Document Settings.

50751: 3.2: Added new configuration options "Show Inactive Reports" and "Show Saved Reports" to the Reports block available in the dynamic grants module.

50652: 3.2: Improved the calendar Month view when it is displaying long event and deadline titles. The text in long titles will now wrap instead of causing the columns to expand horizontally and requiring horizontal scrolling in the browser.

50649: 3.2: Added the ability to display a logo in the upper left corner of a site before the site name. Enabling this feature requires giving a user role the new "Show Hidden Folders in Documents List" permission. A user with that role will see a Logos folder in Admin / Documents, and can upload images into that folder. Images in that folder are then listed in the new Logo tab on the Admin / Top Level Navigation Bar page, where the image to display can be selected there.

Fixes

50803: 3.2: Fixed the behavior of reports so that when looking at a saved report, only the saved report's access permissions are considered, not the permissions of the base report it was derived from.

50790: 3.2: Restored the Site-Specific Lookup Management link on demo sites. (Hotfixed)

50780: 3.2: Fixed an issue with the time posting feature. (Hotfixed to all affected sites)

50778: 3.2: In process and profile management, changed "Fundraiser Participant" and "Fundraiser Event" references to "Event Management Participant" and "Event Management Event" to clarify the terminology in the Event Management module.

50769: 3.2: Fixed a problem that caused the export to XLS feature to not work on listviews embedded in forms.

50768: 3.2: Fixed a problem with the edit link for changing billing type on dynamic grants.

50765: 3.2: Fixed an error that occurred editing some contact records. (Hotfixed to all affected sites)

50761: 3.2: Changed the Grant Notes block to be non-singular. Also added a Description field for use on dynamic grant forms.

50742: 3.2: Updated the new Ajax document list so that large font sizes set in a user's preferences do not cause display problems with document names.

50711: 3.2: Fixed a redirect issue saving a form when it was edited via a taskbar link on a process.

50695: 3.2: Updated the Batch Funding Code Update feature so that clicking Continue on the selection list without making any selections does not cause an error. Added a label to clarify that the "Check All" and "Uncheck All" links only operate on the records displayed on the page.

50684: 3.2: Fixed an issue with the filters on the non-posted time list. (Hotfixed to all affected sites)

50680: 3.2: Updated the "Case Status" block to properly update a matter's case status as well as the Case Status history when the block is used on a form. The block also has new configuration options so that the case history due date, the header, and the mailable note elements can be hidden, thus displaying only the Case Status dropdown on a form if desired.

50634: 3.2: Fixed a problem with report filters on user fields not functioning correctly when a report was initially opened in edit mode.

49749: 3.2: Improved the functioning of the page where you find and select a master case to make the current case subordinate.

46318: 3.2: In reports, the end date for the "Current Calendar Year Quarter 2" date preset has been corrected to display June 30th of the current year.

Changes for June 30 - July 06, 2011
Effective July 7, 2011 for all demo sites
Effective July 15, 2011 for sites updated weekly
Effective August 5, 2011 for sites updated monthly
Enhancements

50661: 3.2: Initial implementation of a new Batch Funding Code Update Tool that allows updating the funding code on multiple cases, outreaches, or timeslips. The link is on the Admin page in the Grant Management section. See the help topic in the Grant Management section of help for more information.

50659: 3.2: Added two columns to the Messages lists, one for recipients and one to display the case or outreach, if any, the message is linked to.

50561: 3.2: Initial implementation of dynamic Users.

50506: 3.2: As part of combining process and profile page management, the Admin page links for Site-Specific Process Management and Site-Specific Profile Page Management have been combined into the single "Processes, Forms, and Profiles" link.

50494: 3.2: The Assets block has new configuration options. "Use static default values" allows display of a fixed list of up to 4 asset types that cannot be changed during data entry. This option is off by default to maintain current behavior (each asset entry displays a dropdown). "Allow Addition of Assets Besides Defaults" controls whether the plus/minus buttons are displayed. This option is on by default to maintain current behavior of displaying these buttons. In addition to the new block configuration options, each asset in Admin / Lookups / Assets has a new "Show Balance/Loan + Equity" option. If this option is set to yes for an asset, then instead of a single data entry field for the asset value, "Approximate Value" and "Loan Balance" data entry fields are displayed along with a calculated "Equity" field. This option is not set for any asset lookup values to maintain the current behavior of displaying a single data entry field for value.

Fixes

50582: 3.2: Fixed a problem that could prevent a default of "0" in a field's configuration from saving that value.

50710: 3.2: Restored Case Specific Forms to the combined process/profile management page.

50687: 3.2: Fixed an error that could occur after editing a process in process management. (Hotfixed to all affected sites)

Changes for June 23 - June 29, 2011
Effective June 30, 2011 for all demo sites
Effective July 8, 2011 for sites updated weekly
Effective August 5, 2011 for sites updated monthly
Enhancements

50650: 3.2: Several enhancements have been made to messages. Messages can now be linked to cases or outreaches and optionally sent as emails. If a message is linked to a case or outreach, a note will be added to that record. There is a new "Message Settings" link on the Admin page with options for "Show Reply Chain In Profile", "Show Original Recipients", and "Add Original Recipients As Recipients To Reply".

50562: 3.2: Initial implementation of dynamic Contacts.

50598: 3.2: Added a new user role permission, "Allow Access To View Other User's Profiles". Administrators can remove this permission if a role, for example the Pro Bono Restricted Access role, should not be able to see other user's profiles.

50540: 3.2: There is a new user role permission, "Edit Transfer Outcome Lookup". The permission is off by default for all roles. This will prevent accidental changes to the values in this lookup. This lookup only applies to sites with electronic case transfers enabled and that use the transfer outcome feature.

50502: 3.2: Initial implementation of dynamic Organizations.

46643: 3.2: Logins using Internet Explorer 6 will not be allowed beginning July 1, 2011. As posted on the site administrators mailing list in May, anyone logging in with IE6 has seen a warning about the July 1 cutoff.

Fixes

50609: 3.2: Provided a workaround for connection negotiation handling for users connecting with Internet Explorer 7 on Windows XP Service Pack 2.

50656: 3.2: Added a configuration option to the CSR Specific format in reports called "Show Inactive Problem Codes". This option will prevent errors in the crosstab when a report includes cases assigned to inactive problem codes.

50617: 3.2: Fixed a problem that prevented a case assignment from being deleted if the assignment information was referenced in a document or pro bono interest record.

50605: 3.2: The iCal URL on a user's profile page will no longer change whenever the profile is updated.

50586: 3.2: Fixed a problem involving electronically transferred cases with family members. If the receiving site tried to associate the intake with an existing client on the conflict check page, it would cause an error.

50513: 3.2: The new Ajax Document List will now work with Internet Explorer.

46386: 3.2: The "Send" checkbox that allows selecting all records when creating a communication has been improved to better handle large lists with hundreds or thousands of records.

Changes for June 16 - June 22, 2011
Effective June 23, 2011 for all demo sites
Effective July 1, 2011 for sites updated weekly
Effective August 5, 2011 for sites updated monthly
Enhancements

50546: 3.2: Added a filter for "Active" to the All Reports list.

50541: 3.2: Changed whether the Pro Bono Opportunity list appears on the homepage from being controlled by the user's role to being controlled by a role permission.

50506: 3.2: The Admin pages for Site-Specific Process Management and Site-Specific Profile Page Management have been combined to make it easier to work with these features. For each process type, the combined page displays the lists of Profiles, Tab Blocks, Processes, Primary Forms, and Branch Logic Forms. (The separate links remain on the Admin page and will both open the new combined page)

48650: 3.2: Added Program, Primary Assignment, and Office filters to the Billing List (for sites with Billing enabled).

Fixes

50595: 3.2: All fields in the field list seen when editing a field element on a form or profile page will now be sorted alphabetically by short name to improve the list order.

50566: 3.2: Changed the Accomplishment Summary report table so that the case information is based on the Start Date of assignments.

50563: 3.2: Fixed a problem with the page count display on publication profiles.

50547: 3.2: The Moving Address column in reports based on the litigation table now properly includes the Street Address 2 and Apt/Lot fields.

50537: 3.2: Fixed a problem that caused the output of some system notes to contain HTML codes in the note body.

50545: 3.2: Fixed an issue with Case Alerts not properly recording the Date Dismissed. Date Dismissed and Created Date will also now display the full date and timestamp in reports with the default formatting option.

50587: 3.2: Fixed an issue that could cause funding code and other fields to be improperly set when used more than once on a branch logic form.

49323: 3.2: Updated version of I-751 immigration form.

Changes for June 9 - June 15, 2011
Effective June 16, 2011 for all demo sites
Effective June 24, 2011 for sites updated weekly
Effective July 1, 2011 for sites updated monthly
Enhancements

50528: 3.2: Added a "Case/Matter" column to the "List Appointments" list for use with Clinic Events.

50454: 3.2: There is a new "Case Alerts" table in reports that allows reporting on case and client alerts. The new table contains fields and subtables that allow reporting on the date alerts were created, who created the alert, the message, whether an alert has been dismissed, and who dismissed it. Report writers should note that using this table will result in one row per alert because cases can have multiple alerts.

49849: 3.2: Zip Code fields on dynamic forms have a new option "Enable Ajax". The option controls whether suggested zip codes appear after you start typing.

46677: 3.2: Improved the format of email messages sent by the ticketing system to avoid antivirus and antispam false positives.

Fixes

50519: 3.2: Long document names and titles will no longer overlap the Download and Delete links in the new style Documents/Folders list. If a file name or title is truncated, hovering the mouse will display the full text.

50512: 3.2: New version of the I-824 immigration form.

50491: 3.2: New version of the I-485 immigration form.

50474: 3.2: PSTI users will no longer appear in the "Edit Multiple Users" list.

50423: 3.2: New version of the EOIR-33BIA immigration form.

49449: 3.2: New version of the I-246 immigration form.

50530: 3.2: Fixed a problem on timeslips that prevented a billing transaction from being created when a timeslip was not initially created as billable but later edited to be billable.

50524: 3.2: The Funding Code Changes list now properly displays the user who changed the funding code.

50523: 3.2: For sites with the Electronic Transfer module enabled, Transfer Outcome lookup values with a blank list order will no longer cause an error when closing a re-opened case.

50515: 3.2: Fixed an issue in the HUD "Review Cases to be Reported" list that could cause a case to show "No" in the Valid column when the case was in fact valid. This did not affect submission and transfer of the information for these cases.

50510: 3.2: Email template profile pages will no longer display the "Create Process" link in the taskbar. Email templates cannot use processes so the link was confusing.

50509: 3.2: Legal problem code selections made for an Activity Item lookup value are now properly applied when determining if an Activity Item is available for a case.

50508: 3.2: Fixed a problem that prevented the "Update all Statuses of a Clinic Event" feature from applying updates.

50489: 3.2: Hotfixed the password fix from ticket 50453 to all live sites.

50484: 3.2: Fixed an issue that caused the Set Disposition Closed and Closing Number blocks to execute their functions even if they were on a branch logic form that was not selected when the parent form was submitted.

50481: 3.2: Fixed a display issue on trust account pages. The Additional Information column in the list will now display at all times.

50476: 3.2: Fixed an issue that prevented hotdocs and new style templates from being deleted.

50369: 3.2: Fixed the logo image in the email sent from the ticket submission.

50125: 3.2: Fixed a problem that prevented site-specific lookup fields on outreaches from appearing properly in the reports table structure.

50092: 3.2: The rich text editor for notes no longer shows, regardless of user or site settings, when LegalServer is accessed through an iPad or iPhone. The rich text editor does not work with these devices, so the standard plain text entry boxes will be displayed.

49744: 3.2: Fixed a problem that could allow two prescreens to be linked to the same appointment slot in rare circumstances.

Changes for June 2 - June 8, 2011
Effective June 9, 2011 for all demo sites
Effective June 17, 2011 for sites updated weekly
Effective July 1, 2011 for sites updated monthly
Enhancements

50471: 3.2: Clinics Module: Added a breadcrumb back to the clinic profile from a clinic event.

50465: 3.2: Added a "VOCA Fields" block that can be used on a dynamic form. The block has configuration options to display or hide each of the seven VOCA system fields. There is also a new "VOCA" option in Admin/Process settings that allows administrators to determine which process is called by the VOCA link on the default View Information taskbar tab.

50464: 3.2: Added a filter for Special Legal Problem Code on the Current Assignments list on the homepage, and made the SLPC column sortable.

50434: 3.2: We have increased password security on all sites. Passwords must have at least 1 letter and 1 number, cannot be a series of letters ending with either 1, 12, 123, or 1234, and cannot be in a list of the most commonly used passwords. The list of prohibited passwords is available in the help topic "Password Requirements" in the Administration Tools section of the Help page.

50373: 3.2: There is a new "View Template Links (Hotdocs)" permission in User Roles which controls whether a role sees the "Download document and mapped fields" and "Upload template" links for Hotdocs templates.

Fixes

50453: 3.2: Resolved a problem that could prevent an administrator from resetting user passwords on restricted access accounts.

50447: 3.2: Fixed a problem with the Edit Multiple Users Simultaneously feature that resulted in a "No users selected" message instead of the updates being performed on the selected accounts.

50436: 3.2: Fixed sorting issues with the Office column and Primary Assignment column on some list views. Fixed a problem with the select all/deselect all checkbox on the the publication packet queue list.

50390: 3.2: Fixed a problem that prevented closing cases. (Hotfixed to all affected sites)

50389: 3.2: Fixed a problem that prevented removing an auxiliary process from a field's configuration on a profile page. Changing the Start Aux Process field configuration back to "None" will now save properly.

50370: 3.2: Fixed a problem with the Special Legal Problem Code list not populating after selecting a Legal Problem Code when using Internet Explorer 7. (Hotfixed to all sites)

Changes for May 26 - June 1, 2011
Effective June 2, 2011 for all demo sites
Effective June 10, 2011 for sites updated weekly
Effective July 1, 2011 for sites updated monthly
Enhancements

50361: 3.2: The "Contact" filter on the Donations page is now a search box instead of a dropdown list. This makes filtering by contact easier when there are hundreds or thousands of records.

50354: 3.2: Added an index to speed up filtering the Outreach list by office when there are thousands of active records.

50343: 3.2: Administrators can now see an "Edit form" link at the bottom of the taskbar on dynamic forms. This allows editing the form without needing to go to the Process Management section of Admin, and returns you to the form after you finish editing. The new link needs to be enabled by giving the Administrator role the "View Edit Form Link" permission (in Admin/User Roles). Administrators will also now see a Module filter on the Admin / Lookups page. Selecting a module, for example, "service", will display only lookups relevant to timekeeping.

50320: 3.2: Clinics module: The Clinic Appointment Status lookup has a new option for "Clear Appointment Slot only".

50307: 3.2: The Family Information block has a new configuration option, "Show Phones in List". This will display all phone numbers entered for a person in the list of family/household members displayed by the block.

49664: 3.2: Added a filter for the "Field Name" column on the system field list in Admin / System Field Management.

48045: 3.2: When uploading a document with the "Add Case Note" form, you can now choose which folder the document should be placed in.

48045: 3.2: A new style of document list is available. The new list supports 'in place' opening and closing of subfolders without needing a page refresh; drag and drop between folders with Firefox (click and drag a file's icon); and displaying one of the following additional fields in the list: Title, Created By, Creation Date, File Size, or Last Update Date. The additional field to display is set by administrators, but one of the other fields can be selected when viewing documents on a case. Administrators enable the new style list on the Admin / Document Settings page by setting the "Show AJAX Document Lists" to Yes. Administrators can also set document lists to be sorted by Created Date instead of the default name sort. After enabling the new style list, the Documents List block will have an option to "Show Note Field Select". That option enables the Display Field dropdown that allows users to select the additional field to display while viewing a case.

Fixes

50347: 3.2: Renamed the "Number of Open Cases" table to "Number of Open Cases Assigned To (Current and Previous)" to clarify that the field on that table counts all assignments to open cases, whether the assignment is current (has no End Date) or a previous assignment (has an End Date). This table is a subtable of the top level System Users table.

50303: 3.2: Renamed "System Role" to "User Role" on the user profile page.

50330: 3.2: Fixed a problem that could occur when branch logic with a boolean toggle field was used to display alternate branch logic forms, and each form had a different default legal problem code configured. The first form displayed would set the default legal problem code, but it would not change to the other form's default legal problem code if the Yes/No selection was changed.

50313: 3.2: Prevented an error from occurring when assigning a pro bono user to a case and that user's profile does not have a Program selected.

50229: 3.2: The county filter in the Recommended Documents list will now properly display the default county, allowing it to be de-selected to display a list of templates not filtered on county.

50219: 3.2: Fixed a problem with printable profile pages that was causing field labels and field data to print on separate lines. (Hotfixed to all affected sites)

Changes for May 19 - May 25, 2011
Effective May 26, 2011 for all demo sites
Effective June 3, 2011 for sites updated weekly
Effective July 1, 2011 for sites updated monthly
Enhancements

50188: 3.2: When a scheduled appointment slot is canceled, a note will now be added to the matter indicating the previously filled slot has been unscheduled, similar to the note that is created when a filled appointment slot is rescheduled.

49979: 3.2: The search box on outreach timeslips will now only search active outreach records.

49761: 3.2: The Timer feature now displays a link allowing a running timer to be canceled, without needing to "Stop timer and add timekeeping entry", then not submitting the timeslip that opens.

Fixes

50295: 3.2: Fixed an issue that could cause an error uploading a publication. (Hotfixed to all affected sites)

50291: 3.2: The "Change Billing Type" taskbar link on grants will no longer cause an error.

50268: 3.2: Fixed a problem with funding code restrictions based on LSC eligibility and office not being properly applied when a selection was made in the Disposition block, for example, when selecting Accept at the end of an intake.

50261: 3.2: Adding a tab block to a Litigation or Activity form will no longer cause an error.

50181: 3.2: Fixed an issue that caused imported Hotdocs templates with custom fields to not work.

48200: 3.2: Added a note to the Search configuration page (Admin / Top Level Navigation Bar) to clarify that the DOB and SSN search settings only apply to conflicts searches, not to searches done with the red Search link.

Changes for May 12 - May 18, 2011
Effective May 19, 2011 for all demo sites
Effective May 27, 2011 for sites updated weekly
Effective June 3, 2011 for sites updated monthly
Enhancements

50136: 3.2: The Financial Information - Alternate block has a new "Allow Eligibility Override" configuration option. This allows administrators to prevent income eligibility from being overridden on the form by hiding the "Override?" button.

49930: 3.2: Sites can now create dynamic grant profiles.

48644: 3.2: Reports based on the top level Outreach/Project table have two new subtables for reporting on notes. One table provides a single field that combines all notes. The other table produces one row per note.

10934: 3.2: A separate Pledges list can now be displayed on the main donations page by enabling the new "Show Pledge List On Donations Main Page" setting in Admin / Site Settings.

Fixes

50146: 3.2: Fixed a problem with the application of date ranges on a report based on the top level "Case Status Report by LPC" table. Note: reports based on this table will need to be recreated.

50125: 3.2: Fixed a problem that prevented site-specific lookup fields on outreaches/projects from appearing properly in the reports table structure.

50051: 3.2: Fixed issues with the sponsorship profile page in Event Management, and the link back to that page from an invoice.

50179: 3.2: Fixed an issue with the Totals Summaries available as additional display formats in reports that could cause error text to be displayed instead of the totals.

50144: 3.2: Fixed a problem that caused an existing Special Legal Problem Code to not change to an empty SLPC if the Legal Problem Code was changed to one with no associated SLPCs.

50140: 3.2: Fixed a problem with timeslips linked to cases that could cause the funding code on the case to not be automatically selected for the timeslip.

50134: 3.2: Fixed a problem that could cause unexpected text to appear in the Add Fields window in reports. This problem only affected demo sites. Demo sites have been hotfixed and the problem will not reach live sites.

49842: 3.2: Fixed a problem that caused some reports to export to Excel slowly.

49017: 3.2: Fixed a problem in reports that could cause the "Full Name (Last, First)" column to fail as a filter. Names with an empty, but not null, suffix could cause an extraneous space to be added between the last name the comma.

48830: 3.2: Fixed a problem that could cause an error when clicking the appointment title of an all day appointment to view the details in an overlay.

48745: 3.2: Entering only minutes and not hours in a task reminder will now cause a validation warning instead of an error page.

48539: 3.2: Fixed a problem with the link in reports to a user's Default Funding Code.

48436: 3.2: Removed the deprecated "Advocate Type" field from reports.

Changes for May 5 - May 11, 2011
Effective May 12, 2011 for all demo sites
Effective May 20, 2011 for sites updated weekly
Effective June 3, 2011 for sites updated monthly
Enhancements

49991: 3.2: Opening a screen overlay, for example when editing fields on the main profile page, will now automatically put the cursor focus on the first field, eliminating the need to click on the field before entering information or making a selection.

37536: 3.2: Notes created by Case Specific Questions will now be e-transferred along with other notes fields.

Fixes

50085: 3.2: Fixed a problem with case restrictions that would prevent a user assigned to a case from viewing the case on the day of the assignment. If the user was otherwise restricted by office or program from viewing a case, the assignment that gave them the permission to view the case was not taking effect until the day after the assignment start date.

50040: 3.2: Restored the link that allows printing a timekeeping log on sites configured to display it. (Hotfixed to all affected sites)

50027: 3.2: The "Copy to New Subordinate Case" process will no longer copy the intake date of the master case, and therefore now have an ID prefix that matches the current year instead of the year of the master case.

49865: 3.2: Fixed a problem with clicking subfolder links in the Documents and Folders block when it was used on a form.

49986: 3.2: Fixed an error that could occur when saving a pro bono assignment if the pro bono interests option was enabled.

49968: 3.2: Fixed an error that could occur using Register for Callback on a prescreen.

49953: 3.2: Fixed an issue that caused the previous calculation of the timeslip Value field to continue to show if the timeslip was edited and the Hourly Rate was deleted. The Value will now change to 0.

49859: 3.2: Adjusted the print function on the I-912 immigration form to account for the USCIS form placing an "A" over the beginning of the A Number field.

49839: 3.2: If the toggle field for a branch logic block is a required field at the system level, for example, Funding Code, the block will now properly indicate it is a required field. This prevents the form from being submitted without a selection for the field resulting in an error.

49800: 3.2: Fixed a problem with importing forms that contain a branch logic block.

49777: 3.2: There is a new User Clinics table in reports under the top level System Users table. This table allows reporting on the Clinics selected in user profiles when the Clinics module is enabled.

49702: 3.2: Fixed operations on newer versions of RTF files, including indexing of these files and failure to work as email templates in the Communication Manager.

49688: 3.2: Fixed a problem with adding a new sponsorship by an organization in Event Management.

49679: 3.2: The "Current Week" date preset in report filters will now set the date range as Sunday through Saturday of the current week instead of Sunday through the day of the week the report is run.

49235: 3.2: Importing a non-base report from another site will no longer cause an error because of any reference to a base report on the other site.

49071: 3.2: Fixed a problem in the Case Contacts list that was causing some contacts to not have the work address shown even when preferred address was set to Work in the contact's profile.

Changes for April 28 - May 4, 2011
Effective May 5, 2011 for all demo sites
Effective May 13, 2011 for sites updated weekly
Effective June 3, 2011 for sites updated monthly
Enhancements

49847: 3.2: Event Management has a new "Copy Sponsor" block that allows copying individual and organization sponsors from previous events. Note that this block must be used on the second, or later, step of an event creation process.

49780: 3.2: Additional features and blocks added to dynamic Grant Management.

49528: 3.2: Initial implementation of dynamic Grant Management. Profiles, processes, forms, and initial blocks are available in Site Specific Process Management and Profile Management.

Fixes

49904: 3.2: Fixed a problem with the Report Period filter on the HUD Agency Counselors list.

49893: 3.2: Corrected the breadcrumbs that appear when editing immigration forms in Admin / Immigration Documents.

49890: 3.2: When mapping Hotdocs templates, the full name of long field names appear in a mouse hover.

49885: 3.2: Restored the "This Timekeeping Log" link that can be configured to appear on the Print tab on the main timekeeping page.

49880: 3.2: Fixed a problem that could cause forms such as the built-in client timeslip to load user information inefficiently, causing the page to load slowly.

49856: 3.2: The "Save and Add Similar" button on timeslips will now copy the state of the "PAI Time" field to the new timeslip.

49846: 3.2: Fixed a problem in reports where setting a column to "Export to Multiple Excel Worksheets" could cause the report to not load.

49823: 3.2: Fixed an issue which prevented a form from being exported if it contained the Pro Bono Opportunity block.

49806: 3.2: Fixed a problem that caused recent versions of Microsoft office documents uploaded to cases to appear as generic zip files, causing problems downloading those files, particularly with Internet Explorer.

49448: 3.2: New version of the I-864P (2011-03-11), USCIS Poverty Guidelines.

36541: 3.2: Fixed a problem with invoice templates in the Event Management module.

35408: 3.2: Fixed an issue in reports that could cause an error if the report was imported from another site and contained site-specific fields.

Changes for April 21 - April 27, 2011
Effective April 28, 2011 for all demo sites
Effective May 6, 2011 for sites updated weekly
Effective June 3, 2011 for sites updated monthly
Enhancements

[43532]: 3.2: There are two new taskbar tabs available when editing processes and forms in Admin / Site Specific Process Management. When editing a process, an "Edit Available Forms" tab displays an edit link for each active form. When editing a form, the new tab is called "Processes using this Form" and displays a clickable link to each process the form is part of.

49687: 3.2: Updated the Admin / Site Settings page to include links to other settings pages (Process Settings, Timekeeping Settings, etc.). Moved the pro bono related items on Site Setting to a separate page. Note to administrators: There is a new permission in user roles called "Administrate Pro-Bono". This permission is off by default, and must be granted to a user role to see the new Pro Bono Tools section and link on the Admin page. This will allow granting non-administrators access to pro bono settings without needing to grant access to the main Site Settings page.

49644: 3.2: Implemented a transform feature on field mapping and added a transform to strip out "Group:" from organization names in hotdocs templates. This can be used on fields where an organization's full name can be used. LegalServer automatically prefixes "Group:" to these fields, so this functionality makes it possible to configure the field to remove that text.

48837: 3.2: An office's fax number is now an available field when mapping fields in document templates. The field appears in the Primary Assignment Office section of the field list. (If the field does not appear in the list, administrators should go to Admin / System Field Management, and click Rescan Fields in the taskbar)

Fixes

49747: 3.2: Fixed an issue where a case that was opened and closed on the same day would not appear in a report with a date open range filter that ended on that day.

49561: 3.2: Site specific fundraiser participant fields will no longer cause an error when editing grouping in Event Management.

48866: 3.2: Fixed a problem that could cause the Delete Event and Edit Event links to be duplicated in the taskbar. Those links will also now display at the top of the taskbar above other tabs.

Changes for April 14 - April 20, 2011
Effective April 21, 2011 for all demo sites
Effective April 29, 2011 for sites updated weekly
Effective May 6, 2011 for sites updated monthly
Enhancements

49603: 3.2: A Document block and Note block are now available for use with dynamic calendar event forms.

49441: 3.2: Added a "Next Week" date preset to report filters based on date fields. Report writers may find this particularly useful for calendar event reports.

Fixes

49658: 3.2: Using Add Deadline in the taskbar during an incomplete intake will no longer result in a red error link at the top of the page.

49636: 3.2: Mutliline responses from the HUD servers are now displayed properly when reviewing previous transmissions.

49601: 3.2: Fixed a problem on the main timekeeping page that could cause the Totals By tabs in the taskbar to lose filters if the Reset link on the timekeeping log was clicked, no changes were made to the filters, and the Filter button was immediately clicked.

49585: 3.2: Edited or creating a document process on a template will now properly redirect to the document profile instead of an error page.

49577: 3.2: Generating an XLS file on the HUD Review Cases to be Reported page will no longer send an unneeded query to the HUD server.

49402: 3.2: Fixed an issue that could cause an empty case contact to be created when an existing case had a case contact, such as a judge on a litigation record, and the quick case copy or copy to subordinate case link was used.

49374: 3.2: Entering an invalid date in the filters on the timekeeping log will now result in the list using the default filter date.

48969: 3.2: Exporting a document template and its mapped fields will now remove any mappings to site-specific fields instead of generating an error. Warning text will display under the export link if the template contains site-specific fields.

47179: 3.2: After using an Add Staff Time link on either the Cases tab or the Recently Accessed Matters tab on the main timekeeping page, you are redirected back to the timekeeping page, not the case you added time to.

46786: 3.2: Deleting an event that contains a note will now delete the note. Previously, an orphaned note could cause a red search of Notes to fail if the search returned the orphaned note.

Changes for April 7 - April 13
Effective April 14, 2011 for all demo sites
Effective April 22, 2011 for sites updated weekly
Effective May 6, 2011 for sites updated monthly
Enhancements

49558: 3.2: Report columns can now be sorted when a report is opened in non-edit mode. The sort triangles that appear work the same way they do edit mode.

49438: 3.2: There is a new subtable in reports called "Scheduled By User" that allows reporting the name of the person who created a calendar event. The subtable appears under the top level Calendar Events table.

49383: 3.2: When adding "all counties" to an organization's referral counties, all active counties will now be added instead of only counties marked as inside the service area. The link on the page has been renamed to "Add all active counties to this organization" to reflect this change.

49337: 3.2: If rejecting an incoming e-transfer fails because of a temporary network problem, a message is now displayed instead of an error page and the user is redirected back to where they can try to reject again.

47382: 3.2: The Recommended Documents list on cases has a new filter called "Language Match". The filter defaults to Yes, meaning only templates that match the client's language will be initially displayed.

47362: 3.2: Deadline tasks have a new option called "Remove Existing Unsent Reminders?" This will appear when editing a deadline on the calendar that has unsent reminders still scheduled.

Fixes

49568: 3.2: Fixed a problem that was preventing the "Map Incoming Index Values - Special Problem Code" page from working.

49548: 3.2: Fixed an issue that was causing an error on the main timekeeping page if all filters were removed.

49501: 3.2: Fixed a problem that could prevent accessing certain lookup lists if a site has lookup customizations.

49476: 3.2: Fixed an issue in the HUD Case List export that caused a problem if 'highest education level' was set on a case without any overrides.

49453: 3.2: The "Disposition Office" and "Disposition Program" fields in reports could display the incorrect office or program if a case had two primary assignment entries made on the same day. These fields will now display the most recent office or program in this situation. Note: These fields will need to be removed and re-added to existing reports for this change to take effect.

49360: 3.2: Importing a report from another LegalServer site will no longer cause an error if the report attributes have an office selected, and the importing site does not have an office with the same name.

49038: 3.2: Fixed a problem in reports based on the top level Clinic Events table that prevented the Poverty Category subtable from loading properly.

47331: 3.2: Revised the calendar Due Date calculator so that the Before/After toggle works with Internet Explorer.

Changes for March 31, 2011 - April 6, 2011
Effective April 7, 2011 for all demo sites
Effective April 15, 2011 for sites updated weekly
Effective May 6, 2011 for sites updated monthly
Enhancements

49348: 3.2: Added a rule to Team Names in Event Management so that they must be unique.

Fixes

49392: 3.2: Fixed a problem that was causing some users to be logged out early and prevented the Extend Login button from working. (Hotfixed to all affected sites)

Changes for March 24, 2011 - March 30, 2011
Effective March 31, 2011 for all demo sites
Effective April 8, 2011 for sites updated weekly
Effective May 6, 2011 for sites updated monthly
Enhancements

49296: 3.2: In Site Specific Process Management for Clinics, replaced the word "Entry" with "Intake" to clarify the function of links.

49187: 3.2: The "Update Billing Transaction" field will now default to Yes instead of No when editing a dynamic timeslip that already had the Billable field set to Yes.

48877: 3.2: Added the new N-400 Immigration form.

48654: 3.2: Sites with HUD electronic reporting enabled have a new setting on the Admin page called "HUD Settings" that allows setting which HUD eligible cases are selected for any given report period. (All affected sites updated as of April 1)

11933: 3.2: The Financial Information - Alternate block now display percentages to the hundredths of a percent for Percentage of Poverty and Adjusted Percentage of Poverty to reflect that the underlying calculations are made to hundredths of a percent.

Fixes

49350: 3.2: Custom configurations that are set on system lookups are now displayed to the user if that lookup type has them set.

49309: 3.2: When selecting "Accept and Close" from the Disposition block, if the case is related to a pending e-transfer and there is a temporary server error, the system will now redirect back to the disposition form instead of displaying an error page.

49295: 3.2: The "Update all Statuses of a Clinic Event" feature will now reject matters if a Status is selected that is configured to reject the matter. Status values are configured in Admin / Lookups / Clinic Appointment Status.

49279: 3.2: Clicking "Add Deadline" in the taskbar during an intake will no longer cause an error.

49282: 3.2: The taskbar Eligibility tab will now display Total Monthly Income as "N/A" instead of "$0.00" when "Income Not Provided" has been selected on the financial information form.

49124: 3.2: Fixed an issue where deleting a document always resulted in a warning about deleting a template, even if the document was not a template.

49102: 3.2: Removed the Funding Code field from several report tables to prevent adding this field to reports instead of using the Case Funding Code subtable.

49066: 3.2: Fixed an issue where the Intake User field, if put on a form, would display numbers instead of the user's name if the field was not marked as Read-only.

48943: 3.2: After selecting to accept a case in the Disposition dropdown, changes to the Program field will now properly update the list of available funding codes.

36380: 3.2: Fixed a problem that could cause an error on immigration forms if a text element existed on a page that was hidden.

35620: 3.2: Fixed a problem in the I-360 immigration form where some checkboxes were not available and the Section 8 Question 5 Part E comment box was only single-line.

32983: 3.2: Changed the wording of the message indicating a failure of eligibility for Duplicate Status to read 'Duplicate Status must be set to Not Duplicate' instead of "must be set to false".

Changes for March 17, 2011 - March 23, 2011
Effective March 24, 2011 for all demo sites
Effective April 1, 2011 for sites updated weekly
Effective May 6, 2011 for sites updated monthly
Enhancements

49222: 3.2: Improved the speed of the main timekeeping page when the filters are set to return many timeslips.

49105: 3.2: Updated the conflict search used when reviewing an incoming e-transfer before it is accepted or rejected.

48654: 3.2: Sites with the HUD electronic reporting module have a new "HUD Settings" link on the admin page that allows setting which HUD eligible cases are reported for a report period.

Fixes

49227: 3.2: Fixed a problem that could cause an error when a timeslip was started but not completed.

49212: 3.2: Fixed an issue that was causing problems in the Duplicates by Name and Duplicates by DOB reports if the CSR filter was set.

49201: 3.2: Fixed an issue that could cause an error entering time if the Save and Add Similar button was used, but instead of completing the new timeslip, a different timeslip was started using one of the Add New links in the taskbar.

49198: 3.2: Fixed an issue with email generation on the refer to outside organization process.

49186: 3.2: Fixed an issue with dynamic timeslips where the Value field would not be updated under specific conditions. This could occur if the timeslip was being edited and the new Time Spent value entered was rounded according to the site settings.

49168: 3.2: Fixed an issue that caused a blank client name to be displayed in the top level document folder for some group cases.

Changes for March 10, 2011 - March 16, 2011
Effective March 17, 2011 for all demo sites
Effective March 25, 2011 for sites updated weekly
Effective April 1, 2011 for sites updated monthly
Enhancements

48905: 3.2: The Address, Address Extended, and Mailing Address blocks all have a new configuration option called "Show Address 2". This allows administrators to hide that field if desired. The new option is selected by default (will display the field) to maintain current behavior. Hiding the field will not delete any data.

Fixes

49137: 3.2: Entering an amount in the HUD agency overrides form for Client's Mortgage Interest Rate will no longer cause an error.

49133: 3.2: Fixed a problem that was causing an amount entered in the "Mortgage Closing Costs" field on the HUD agency overrides page to incorrectly append ".00" to the amount entered.

49117: 3.2: Fixed an issue with adding a permanent address during a Hotdocs template process.

49031: 3.2: Fixed a problem with the amounts in the "Remaining" column of the Contract Attorney Report listview.

49014: 3.2: Fixed an issue that could cause an immigration form process to produce an error if a person without a language selected was submitted.

48768: 3.2: Data in the Address 2 field will now appear in addresses on the "Add Case Contact" page.

47433: 3.2: Using the "Add Note" link from a Contact profile page will automatically default the note type to "Contact".

Changes for March 3, 2011 - March 9, 2011
Effective March 10, 2011 for all demo sites
Effective March 18, 2011 for sites updated weekly
Effective April 1, 2011 for sites updated monthly
Enhancements

49048: 3.2: Added several new system fields: "Date Of VAWA Service", "Multiple Legal Issues?", "Non-Attorney Legal Advocacy", "Pro Se Clinics Provided By", "Rural?", "Safety Plan Provided By" and "Support Services Provided By".

48949: 3.2: An "Edit" link will now appear for each Tab block when editing a profile page. The link will open the tab block editing form in a new browser tab/window, instead of needing to manually open a new tab/window, then navigating to the Tab Blocks list and locating the tab block.

48949: 3.2: Hotdocs module: Recommended Documents and Hotdocs templates are now in separate lists.

Fixes

49011: 3.2: Restored the View/Edit links in the Activity Log listview. (Hotfixed to all affected sites)

49004: 3.2: Fixed a problem that caused recurring dynamic events to not display the Options tab in the taskbar.

48972: 3.2: Fixed a problem with the "Associate with master case" link causing an error. (Hotfixed to all affected sites)

48957: 3.2: Fixed parse errors that occurred when clicking on certain case number links. (Hotfixed on all affected sites)

48894: 3.2: Restored the "Delete this document" link for non-template documents for user roles without the "Document Management" permission. (Hotfixed to all affected sites)

48769: 3.2: On step 3 of an immigration form process, putting a dollar sign in front of a numeric value in a field (for example, "$500") will no longer cause the field to display as "0" after saving.

48235: 3.2: The list of available activity types for "Timekeeping: Default (non-client) activity" on a user's Preferences page is no longer limited to system lookup values.

47829: 3.2: Stopping the timer, then clicking on a link to create another timeslip, without saving the original timeslip, will no longer cause an error.

47647: 3.2: Fixed a problem that could cause an error rejecting a matter if an outcome had been recorded.

47541: 3.2: Fixed an issue with releasing an appointment slot not immediately making the slot available for scheduling. If the appointment was released within the site's reservation duration time, the slot would remain marked "Reserved".

47534: 3.2: Worked around an issue with Internet Explorer that prevented the CSR Eligible field from changing to "Yes" even if all CSR questions were answered "Yes".

47417: 3.2: Fixed a problem that could cause event reminder emails to not be sent.

47355: 3.2: The time entry created via a Quick Referral is now properly linked so it can be reported on.

47169: 3.2: The Social Security # field will now display a red star if it is configured to be a required field in the "Applicant Name (Prescreen)" block.

47146: 3.2: Using the "Refer" options in the Disposition block will now properly save the additional fields that are configured to be displayed such as the date opened, assignments, and funding code selected.

38913: 3.2: Fixed a problem with the Guardian block that could cause an error if address information was missing.

38900: 3.2: If the Address Extended block is configured to display County of Residence, it will now be a required field on the form.

Changes for February 24, 2011 - March 2, 2011
Effective March 3, 2011 for all demo sites
Effective March 11, 2011 for sites updated weekly
Effective April 1, 2011 for sites updated monthly
Enhancements

48884: 3.2: Renamed the "Prevent Form Save" block to "Restrict Case Re-Open" to better describe the purpose of the block.

48829: 3.2: Added a new field, "Total Additional Assistance", to the top level Case Data table in reports. This is the total of the dollar amounts entered for a case via the Additional Assistance block. Also added a sub-table called "Additional Assistance (multiple rows per case)" to allow reporting on the details for each additional assistance entry on cases.

48818: 3.2: Added two configuration options to the Problem Code/Special Problem Code block: "Show Special Problem Code" that allows hiding the Special Problem Code, and "Show Problem Code Text Area" that allows hiding the small data entry box to the left of the Problem Code dropdown. Both options are enabled by default to maintain current behavior.

48808: 3.2: Several updates have been made to the Duplicates by Name and Duplicates by Date of Birth reports available on the Admin page. (All sites were updated with these changes on 3/1/2011) Added an LSC Eligible Column, CSR Eligible column, CSR Eligible filter, a Total Time (in Hours) column that can be enabled in Admin/Process Settings, an Assigned Office filter, a Date Opened column, and an "exclude" checkbox on the Close Reason filter.

46731: 3.2: The list of branch logic forms available when configuring a branch logic block are now sorted alphabetically.

34337: 3.2: Added a new configuration option to the Activity Type block available on dynamic timekeeping forms that allows a default activity type to be set. Fixed a problem with activity codes on dynamic timekeeping forms not loading if no selection was made in the "Hide Codes" configuration section of the Activity Codes block.

Fixes

48872: 3.2: Fixed the indexing of email documents (.eml files) so that unexpected Unicode characters in those files will not cause an error.

48865: 3.2: Fixed a problem that prevented the "Recommend Pro Bono/Other User" link from appearing on open cases. (Hotfixed to weekly update sites; monthly update sites were not affected)

48854: 3.2: Deadlines will now appear on the calendar of each selected user instead of the person who created the deadline. Deadlines correctly appear on the task list of each selected user - this fix corrects the display on day/week/month views of the calendar.

48832: 3.2: The Adverse Party v2 block will no longer include matches based solely on DOB or SSN if the search configuration options for a site are set to not include matches based solely on those fields.

48807: 3.2: When mapping incoming special problem codes to LegalserverIndex values, the "Categories" dropdown at the top of the page will only list problem codes that begin with 0-3 digits.

48800: 3.2: Revised the body of the email message sent when a ticket is closed to clarify that any applicable updates will not be applied to a live site until the next scheduled release date.

48796: 3.2: The Apt#/Lot# field will now display on billing statements.

48789: 3.2: Added the Creation Date above the Revision Date on document profile pages. If a document has a title set, the file name will appear below the title instead of not being displayed. The instruction box indicating file name will be used if no title is set will now only appear on the editing page.

48783: 3.2: Fixed a problem that could cause a report to repeat a case on two rows if the Intake User field was displayed and a case had multiple intake user assignments.

48611: 3.2: Fixed an issue that could cause the percentage of poverty to not change to zero percent if an existing income entry was changed to $0 or the income type set to no income.

47869: 3.2: Matters created with "Create New Case for Client" will immediately have a disposition of incomplete intake, instead of the disposition being prescreen until the first page of the new intake is submitted.

47180: 3.2: Callbacks Module: If the Responsible for Calling field is empty, the Call Now form no longer displays HTML formatting codes.

37168: 3.2: Fixed a problem that could cause a partial first name match to not be scored in adverse party searches.

11614: 3.2: Fixed a problem that could cause a report to display an empty blue page (that required a manual browser page refresh) when adding certain fields.

Changes for February 17, 2011 - February 23, 2011
Effective February 24, 2011 for all demo sites
Effective March 4, 2011 for sites updated weekly
Effective April 1, 2011 for sites updated monthly
Enhancements

48718: 3.2: Enabled branch logic forms for Calendar Event forms, Clinic forms, and Clinic Event forms.

48725: 3.2: Made the clickable Matter/CaseID field available in reports under the System Users > Attorney Call Attempts > Matter sub-table.

48595: 3.2: Added the EOIR33IC/Orlando immigration form.

48459: 3.2: GIS address verification will now appear in green text if successful, otherwise in red text.

48346: 3.2: For sites with the SimpleClinic module enabled, added a new field "Clinic Law Firm Assignment" that can be placed on the main profile to display the law firm if the case has been assigned to a clinic, and added a Clinic Assignments list to organization profile pages.

48146: 3.2: If a calendar slot is linked to a matter, the profile page will display a clickable link to the matter.

Fixes

48749: 3.2: Fixed a problem that prevented zip codes from being edited in Admin/Zip Codes.

48726: 3.2: Fixed an error that could occur when beginning intake on an e-transfer. (Hotfixed to all affected sites)

48667: 3.2: Decreased the load time for long lists of matters. Increased the processing limits when exporting long lists of matters to Excel to avoid timeouts.

48638: 3.2: Added a Mailing Apt#/Lot# field for consistency with the Address fields. Update: Corrections for the Full Address and Mailing Address fields available on document templates.

48491: 3.2: Documents generated for a new pro bono assignment on a case with a previous pro bono assignment will include information for the new assignment instead of the previous assignment.

48447: 3.2: Connection problems when initiating an e-transfer will no longer result in an error page, but a redirect back to the referral page with the message "Couldn't perform request -- please try again."

48389: 3.2: Fixed a problem that could cause changes to user goals in grant management to not save.

48116: 3.2: Fixed two problems for limited access users (for example users assigned to the Pro Bono Restricted Access role). These users can now edit fields on matters they have permission to access. These users also can now access auxiliary process links if their role has permissions on the process.

48067: 3.2: Fixed a problem with totals reports that caused the Referring Organizations section to display incorrect counts.

47862: 3.2: Fixed the breadcrumbs on person/family pages to properly display the case name and number.

47781: 3.2: When adding an Activity to a case with no funding code, the "Add Time?" field is replaced with "Time cannot be associated with this activity, as the case does not have a funding code." This avoids an error that would occur because of no funding code being available for the timeslip.

11047: 3.2: Giving a system role the "Edit Funding Code on Pending Cases" permission will no longer enable the "Edit" link for funding code on closed cases.

Changes for February 10, 2011 - February 16, 2011
Effective February 17, 2011 for all demo sites
Effective February 25, 2011 for sites updated weekly
Effective March 4, 2011 for sites updated monthly
Fixes

48669: 3.2: Fixed a problem with display of field mappings on the HTML version of I-360 immigration form.

48666: 3.2: Fixed a problem with drag and drop file uploads to cases in the Assigned Cases folder.

48638: 3.2: Added a Mailing Apt#/Lot# field for consistency with the Address fields.

48632: 3.2: The Apt#/Lot# field will be copied during quick client add and new case for client processes, and during electronic case transfers.

48627: 3.2: Including a middle initial or name in a search will not exclude records where there is a first and last name match but no middle initial or name on the record.

48577: 3.2: Generating a document from a template (in Recommended Documents) will no longer cause an error if the template contains an "Answer to Case Question" mapping but the case questions form has not been completed for the matter.

48422: 3.2: Fixed a problem that could prevent the employer address fields from saving.

48343: 3.2: Attempting to delete a template that has documents created it from it will no longer cause an error. Deleting templates now requires a user's role to have the "Administer Documents" permission.

48331: 3.2: CSR-Specific crosstabs added to reports will now display "CSR-Specific Crosstab Settings" in edit mode to distinguish them from regular crosstab entries.

48145: 3.2: Case Accept Assignment Notes emailed from the disposition step of an intake now contain a URL that points to the matter profile instead of the that step of the intake.

48121: 3.2: Quick Client Add will no longer cause an error if a common adverse party is selected to be copied to the new case.

12430: 3.2: Creating a new office now redirects to the newly created office profile instead of an empty form.

10154: 3.2: Default Funding Code (used for quick referrals) will not appear on user profiles if the Quick Referral feature is not enabled in Admin/Top Level Navigation Bar.

Changes for February 3, 2011 - February 9, 2011
Effective February 10, 2011 for all demo sites
Effective February 18, 2011 for sites updated weekly
Effective March 4, 2011 for sites updated monthly
Enhancements

48316: Financial Snapshot module: Added the Exclude column to the income listview to reflect whether "Exclude" was selected for an income entry. Added financial override information to individual snapshots.

48294: 3.2: The "Recommend Pro Bono/Other User" link will now appear on the Actions tab during intakes. Previously it would only appear on profile pages.

Fixes

48568: 3.2: Fixed an error that could occur trying to accept an e-transfer when the transferring site selected the option to include documents in the transfer, but then later deleted one or more documents before the receiving site accepted the transfer.

48549: 3.2: Fixed an issue that was causing an error when adding a subfolder to Documents on a case.

48355: 3.2: Financial Snapshot module: Fixed a problem with editing a snapshot that does not contain expenses.

48316: 3.2: Financial Snapshot module: Fixed a problem with the display of income in individual snapshots.

36451: 3.2: Changed the Assets Ineligible warning for LSC Eligibility to display the total number of family members (the total household size) instead of not including the client in the number displayed. The underlying calculation has always used the total household size, this just clarifies the number displayed.

Changes for January 27, 2011 - February 2, 2011
Effective February 3, 2011 for all demo sites
Effective February 11, 2011 for sites updated weekly
Effective March 4, 2011 for sites updated monthly
Fixes

48463: 3.2: The Address block, when used on a case profile, will now display any text in the Apt#/Lot# field.

48429: 3.2: Restored the grand total value that appears in parentheses on some lists such as the Timekeeping Log.

48414: 3.2: The Callbacks list (for sites with Callbacks enabled) will no longer list callback records that are linked to closed cases or rejected matters.

46769: 3.2: Selecting the "Show Reject Notes" option in the Rightside: Rejected element will no longer cause an error on the main profile page.

Changes for January 20, 2011 - January 26, 2011
Effective January 27, 2011 for all demo sites
Effective February 4, 2011 for sites updated weekly
Effective March 4, 2011 for sites updated monthly
Enhancements

48180: 3.2: The Billable Fields block available for dynamic timekeeping forms has a new "Billable Y/N Required" configuration option.

48142: 3.2: There are two new sub-tables under the top level System Users table in reports: "Attorney Call Attempts" and "Caseworker Call Attempts".

46744: 3.2: Added a "Last Date of Activity" date field to user profile pages. The new field appears between the "Start Date" and "End Date" fields.

46655: 3.2: Two improvements have been made to Block elements placed on a profile page. One, there is a new configuration option, "Start Aux Process", that works like the same option for Field elements on a profile. If an auxiliary process is selected and the block is configured to be editable, editing the information on the profile will initiate the auxiliary process instead of opening the block's field(s) in a lightbox. Two, the appearance of the block header will change if the block is configured to be editable. For example, the header of the Address block currently appears as "Address [Edit]", with "Edit" in blue (clickable) text. The header will now appear simply as "Address" in blue (clickable) text if the block is configured to be editable.

Fixes

48309: 3.2: Selecting Pending for disposition during the reopen case process (instead of the default Reopen), will now clear the Date Closed and Close Reason, and create the "Reopened Case" system note.

48269: 3.2: On an Applicant Conflict Check page, clicking the Show button for Edit Applicant Information, changing the information in those fields, then clicking Hide button (instead of "Save updated info and search again") will not attempt to save the hidden information and will not produce an error if the information in those fields is manually deleted before being hidden.

48198: 3.2: Attempting to create a duplicate folder in Documents will not cause an error.

48184: 3.2: "Note emailed to" will not appear in a case note unless the note was sent to one or more recipients.

48174: 3.2: Fixed an issue that could cause the Intake User field to display blank on printable profiles.

48153: 3.2: List filter settings are now tied to user ID to avoid a different user logging in on the same computer and having list filters from a previous user still in effect.

47890: 3.2: Fixed an issue that caused Internet Explorer to not display more than one page of a long list on a case profile; for example, a list of timeslips. Clicking the page number, Next, and Previous links will now work.

37171: 3.2: Deleting an adverse party from a case will now also remove references to that party in any litigation record attached to the case.

Changes for January 13, 2011 - January 19, 2011
Effective January 20, 2011 for all demo sites
Effective January 28, 2011 for sites updated weekly
Effective February 4, 2011 for sites updated monthly
Enhancements

48216: 3.2: Increased the speed of the time posting feature in Admin/Non-Posted Time.

48179: 3.2: Added a 'Responsible for Calling' filter to the Callbacks list. The list will also now show callbacks created from callback prescreens and from the Register for Callback link on cases.

48109: 3.2: Updated the N-648 immigration form.

47503: 3.2: Clinics: Added sub-tables for clinic auxiliary data in reports.

38044: 3.2: Updated several immigration forms so that the "ATTY State License #" and G-28 checkbox are active fields if they are active on the USCIS versions.

Fixes

37460: 3.2: When accepting a case, the Disposition block will set the Start Date of the Primary Assignment to the Date Opened entered instead of the current date.

37220: 3.2: The Street Address 2 field is now shown when editing an address with the Address block and on the Change History form.

9993: 3.2: Resolved a problem that could occur when deleting a common adverse party from a case.

Changes for January 6, 2011 - January 12, 2011
Effective January 13, 2011 for all demo sites
Effective January 21, 2011 for sites updated weekly
Effective February 4, 2011 for sites updated monthly
Enhancements

48109: 3.2: Updated N-648 immigration form.

48064: 3.2: The Employer address field has been moved in the internal data structure to be associated with people instead of just cases. As a result, the employer address field will be available for use with any family member. Existing employer address fields will continue to work as they did before; administrators do not need to make any changes to their sites.

48017: 3.2: Updated I-129F immigration form.

48048: 3.2: The client's mailing address fields will now appear in the new "Primary Mailing Address" sub-table under Case Data > Person in reports.

47616: 3.2: Common Adverse Party information can now be displayed in reports. Use Add Fields to add the "Common Parties (One Row Per Case)" sub-table to the top level Case Data table. The field on the new sub-table is named "Party Name".

Fixes

48126: 3.2: Fixed a problem that could cause a redirect error message saving the Preferences page.

48095: 3.2: Users assigned to the Pro Bono Restricted Access role will not receive a permission denied message after logging in if their password has expired or their account is set to require a password change. Users in this role now also have permission to change their own password.

48079: 3.2: Fixed a problem with indexing of Publications.

48008: 3.2: Deleting dynamic events will no longer cause an error.

48004: 3.2: Editing a recurring appointment slot will now default to editing only that slot instead of that slot and future recurring instances. A button in the Recurrence Information section of the edit form will allow editing that slot and all future instances. In addition, after a matter is scheduled into a recurring slot, that slot will no longer be considered a part of the series of recurring slots, and any changes will only affect that slot.

47985: 3.2: Attempting to add a duplicate zip code in Admin/Zip Codes will now display a message instead of an error page.

47981: 3.2: Renamed the "Excel Settings" section seen when editing reports to "Excel 2003 Settings". This clarifies that the option in this section only applies if the advanced Excel 2003 features are enabled in Admin/Site Settings. Also fixed a problem that could prevent the page orientation selected from saving.

47975: 3.2: The Print tab will appear in the rightside taskbar for users assigned to the Pro Bono Restricted Access system role.

47698: 3.2: Resolved a problem that could cause an error when attempting to make a fundraiser participant in Event Management a contact. Also resolved issues with donations being reflected correctly in a contact profile when a contact is associated or disassociated with a fundraiser participant.

47599: 3.2: The Date Picker (calendar icon) that appears next to some date fields will now display properly upon first click if the associated date field is configured to initially display without a default date. This update also fixes a problem with unchecking the Date Picker configuration option when editing a form.

47502: 3.2: Files with an ampersand ("&") in the filename will no longer cause problems listing folders when using the web folders feature.

47228: 3.2: Custom lookup fields in reports will no longer cause duplicate columns when two or more of the fields reference the same site-specific lookup list.

35638: 3.2: Login search box results will no longer display with a transparent background on initial use.

5458: 3.2: Changing a date range filter in edit mode on a report from a custom range to "Is Null" or "Is not Null" will no longer cause a query failed message.

Changes for December 30, 2010 - January 5, 2011
Effective January 6, 2011 for all demo sites
Effective January 14, 2011 for sites updated weekly
Effective February 4, 2011 for sites updated monthly
Enhancements

47965: 3.2: The Upcoming Clinic Events list can now be sorted by the clinic column.

47960: 3.2: There is a new "CC On Ticket Close" field in Admin/Site Settings. Administrators can enter one or more email addresses in this field to have a notification emailed when a ticket is closed regardless of who submitted the ticket.

47913: 3.2: Added the 11/23/2010 revision of the I-90 immigration form.

47561: 3.2: Added the Emergency field to the callback page.

Fixes

47976: 3.2: Fixed a problem that could occur if a dynamic module's only site-specific field was a multi-lookup field.

47948: 3.2: Corrected a typo on the Name label of the Adverse Party Information section of a prescreen.

47928: 3.2: Fixed a problem that caused the Custom table to appear as a sub-table of Person instead of Case Data in reports.

47920: 3.2: Attempting to access a deleted event will no longer cause an error.

47917: 3.2: Entering a long string of characters into the check number field of a donation will no longer cause an error.

47910: 3.2: Fixed a problem with organization merges that could cause a problem with "referring organization" data on cases; also added a Merge Log.