2020-04-29 Release Notes


Welcome the following organizations as they begin onboarding:

Changes and Updates

Unless otherwise noted, you will see these changes on demo sites on 2020-04-30, then on live sites on 2020-05-08.

94701: Bring joy to many by storing the case number of a case received via etransfer in a new "Transferring Agency Matter/Case ID#" field.

96684: Add a "Show Received Date" configuration option to the Discovery block.

96711: The system Disasters field available for cases/matters is now also available for dynamic timeslip and outreach forms.

96717: The Excel and CSV export of the Admin > Duplicates by Name list will now contain the adverse party name(s) for each case. Bonus touches: Added a column header on that column when viewing the page, which will also appear in the Excel and CSV exports, and touched up the data formatting.

96776: Restore the "Is any of substring" filter option in reports. Very helpful on columns like "Income Types".