2012 Release Notes
Changes for December 27, 2012 - January 02, 2013
Effective: Demo 01/03/2013; Weekly 01/11/2013; Monthly 02/01/2013; Quarterly 04/05/2013
57129: The "Next Page" configuration option on the "Submit (Configurable)" block will again work on one step processes. (Hotfixed to all sites effective 01/04/2012)
56972: There is a new option on the Admin / Site Settings page to disallow logging in with any version of Internet Explorer.
56912: The email to note feature now supports emailing to grant records. The format is "grant-xyz@sitename.org", where "xyz" is either the grant source or code. Any spaces in the source field must be replaced with underscores. For example, for a "123 Title III" grant, either grant-123@ or grant-title_iii@ would work. The address is not case sensitive, so grant-Title_III@ would also work.
56742: Organization login users can again delete documents in the new style document lists.
Edit Section
Changes for December 20, 2012 - December 26, 2012
Effective: Demo 12/27/2012; Weekly 01/04/2012; Monthly 02/01/2013; Quarterly 04/05/2013
57204: The "View time within office" user role permission will no longer prevent a user from seeing their own timeslips if the office on those timeslips is different than the user's current office.
56995: Branch Logic blocks using boolean toggle fields can again be configured to use Radio buttons. (Hotfixed to all affected sites)
56685: The Print History list for Publications now includes a "Number of Cases" column. Clicking "Continue" on the print/confirmation page of the publications queue process will now return to the queue page instead of the home page. Processing a queue entry twice, for example in separate browser tabs or windows, will no longer create an empty print history entry.
Edit Section
Changes for December 13, 2012 - December 19, 2012
Effective: Demo 12/20/2012; Weekly 12/28/2012; Monthly 01/04/2013; Quarterly 04/05/2013
57166: Fixed an issue that could cause some funding code dropdown lists configured with no default to display the first available funding code instead of "Please Select".
56812: Changed the "Default Funding Code" label on user profile pages to "Default Quick Referral Funding Code" to clarify what the field does.
56241: The "Add Filter" button in the column properties window will properly add a filter to a report when using Internet Explorer.
54791: Links to PDF, XML and other files in help pages have been fixed.
Edit Section
Changes for December 6, 2012 - December 12, 2012
Effective: Demo 12/13/2012; Weekly 12/21/2012; Monthly 01/04/2013; Quarterly 04/05/2013
57136: The Add Fields window in reports has an alternate way to find and select fields. The new "Method 1" section contains a search and select dropdown and Add button, similar to the ones used when adding fields and blocks to dynamic forms. The existing tree structure remains and is called "Method 2". Method 1 does not require any knowledge of the report table structure. For example, searching for and selecting "Gender" on a case report does not require knowing that Gender is on the Case Data > Person > Gender (Lookup) table. Not all fields can be made available via Method 1, but a large majority of commonly used fields are included.
57125: The top level Activities table in reports now has an "Attached Timeslip" subtable that allows reporting on timeslips linked to activities.
57080: Fixed an issue with the robots.txt file that prevented adding user calendar event feeds to Google calendar.
57068: Fixed a problem that could cause an error on reports using custom lookup fields. (Hotfixed to all sites)
56961: Fixed a problem that could cause an error when trying to delete a document.
56900: Fixed a problem causing the selected filters section to get cut off in printed reports.
56169: Removed unnecessary links from the Actions menu of client profile pages in the new interface.
55965: The new style of report filters can now be expanded and selections made on Step 3 of the Add New Report process.
55852: Fixed a problem that could cause an error deleting a document linked to a document process.
54638: The "Outcomes (with Frequency Controls)" block now includes an option to make the period multiplier value editable by users.
34997: When "Automatically Refresh Results" is unchecked while editing a report, the "Results are Stale" prompt will properly move on the page when the filters section is expanded and collapsed.
Edit Section
Changes for November 29, 2012 - December 5, 2012
Effective: Demo 12/06/2012; Weekly 12/14/2012; Monthly 01/04/2013; Quarterly 04/05/2013
57030: Fixed an issue where the Notes (Generic) block could not be configured to use certain singular note types.
56995: Fixed radio button style for toggle fields on branch logic blocks.
56966: Fixed issues affecting some user-based report filters and the "Show Inactive" option on lookup field report filters.
56854: Added subtables to the Most Recent Benefits Hearing table in reports for the Filed By and Filing Location lookup fields.
56665: Fixed a problem preventing Outcome type from defaulting to "Please select". (Hotfixed)
56654: Fixed an issue on the LITC Issues table in reports with the lookup fields.
Edit Section
Changes for November 22, 2012 - November 28, 2012
Effective: Demo 11/29/2012; Weekly 12/07/2012; Monthly 01/04/2013; Quarterly 04/05/2013
56673: Fixed an issue that was causing Ajax (search and select) user filters in reports to not work in edit mode.
56475: A user without permission to view other user profiles will get a permission denied page instead of an error if they attempt to do so.
56299: The Batch Funding Code Update Tool includes the following new filters: Date (Opened, Intake, Prescreen), Date Closed, Disposition, and Close Reason.
54953: Fixed an issue in new style document templates that could prevent a user's primary address from correctly populating in a generated document.
Edit Section
Changes for November 15, 2012 - November 21, 2012
Effective: Demo 11/22/2012; Weekly 11/30/2012; Monthly 12/07/2012; Quarterly 04/05/2013
56875: Moving columns in reports using drag and drop no longer causes a data update, resulting in immediate response in most cases or a delay of only a few seconds before the drop takes effect.
56810: The Assets block has a new "Base asset cap for multiple adults" configuration option, and the current base cap option has been renamed to "Base asset cap for 0/1 adults". Administrators using the Assets block do not need to change anything to maintain current behavior (the new option is blank by default). If a value is entered for the new option, then it is used as the base for 2 or more adults in the household, and the cap increment will be used beginning with the 3rd person in the household, whether a 3rd adult or a child.
56709: County fields in the Address block will again default to "Please select" instead of the first county in the list.
Edit Section
Changes for November 08, 2012 - November 14, 2012
Effective: Demo 11/15/2012; Weekly 11/23/2012; Monthly 12/07/2012; Quarterly 01/04/2013
Enhancements
56813: A "File Destroy Date" block is now available for the case/matter module. The block would typically be placed on a site's close case form. The block has one configuration option, "Default Years in the Future", that takes a number. The file destroy date is then calculated as that many years from the date closed.
56808: "Relationship Type" is now an available column in the Adverse Parties list view element.
56803: Added Legal Problem Code as a column on the batch edit page of the Special Legal Problem Code lookup.
56770: The Re-Open Case block that can be used on a dynamic re-open form has a new "Default Date Opened to Today" configuration option. The option is checked by default to maintain current behavior. Administrators can uncheck this option to have the default Date Opened displayed on the re-open form be the case's current date opened. Administrators that want to convert to a dynamic re-open process and form may find the "Re-Opening Closed Cases - Customizing" help topic useful.
56723: Office and Program are now fields on tasks. Dynamic tasks have a new Redirect Submit block available that will return to a case or outreach if the link to create the task was clicked from one of those records.
56693: The Family Information block has a new "Show Secondary Victim" option that displays a Yes/No field.
56692: The Adverse Party block has new options to display: 1) an Attorney Name and Number text field; 2) an Income text field; 3) Employment Status (uses the existing lookup); and, 4) Highest Education (uses the existing lookup).
56534: The Most Recent Benefit Hearing table in reports will now determine the most recent record based on Decision Date, or if there is none, Filing Date, or if there is no Filing Date, the Due Date. Records with none of these dates are ignored.
55221: Sites with the electronic case transfer module enabled now have the option to specify alert users by county of residence. Multiple users can be added, and counties selected for each user. If the county of residence of an incoming transfer matches any of the selections, the user or users, are alerted. The new option is disabled by default, so administrators do not need to do anything to continue using the current option of selected users receiving all alerts.
Fixes
56758: Fixed a problem in the Financial Information - Alternate block that could cause the frequency selection to remain active when "No Income" or "Income Not Provided" were selected. (Hotfixed to all affected sites)
56701: Drag and drop from a subfolder into a case's top level folder in the new style document list has been fixed. (Hotfixed)
56578: Removed the default No setting from LITC boolean fields.
56253: The "Matter Has a Future Task" table available in reports under the top level Case Data table has been renamed to "Matter Has an Incomplete Task" to better describe its purpose, and a new field added to display all incomplete tasks in a single 'cell' of a report.
55655: Fixed a problem that caused some of the column data in a search results list to not properly export to Excel when the person type in a row was adverse party.
55633: Funding code restrictions will now be properly applied when funding code is the toggle field in a branch logic block.
Changes for November 01, 2012 - November 07, 2012
No enhancements or fixes to report.
Changes for October 25, 2012 - October 31, 2012
Effective November 1, 2012 for all demo sites
Effective November 9, 2012 for sites updated weekly
Effective December 7, 2012 for sites updated monthly
Fixes
56587: When using the "Add Fields" link editing reports, the report will no longer immediately refresh when the Add Fields window is closed if "Automatically Refresh Results" is unchecked. This feature also now works in Chrome.
56489: If a branch logic selection is the form that the branch logic block itself is on, causing an infinite loop, an error page will be displayed instead of the session stalling and eventually timing out.
Changes for October 18, 2012 - October 24, 2012
Effective October 25, 2012 for all demo sites
Effective November 2, 2012 for sites updated weekly
Effective December 7, 2012 for sites updated monthly
Enhancements
56449: The Services block has new configuration options to allow hiding the grant (funding code), to default the grant to the case's funding code, and to default the start date to the current date.
Fixes
56468: Prescreens will now properly display if an alias has been added for the applicant. (Hotfixed to all affected sites)
56383: The "Apply after Aggregate" checkbox available on some report filters will now properly save the checked state.
Changes for October 11, 2012 - October 17, 2012
Effective October 18, 2012 for all demo sites
Effective October 26, 2012 for sites updated weekly
Effective November 2, 2012 for sites updated monthly
Enhancements
56374: Added an "Extended Display" option to the Outcomes with Frequency Controls block.
56364: People searches (via the red Search or Search menu for clients/parties) can now include fields for Office, Program, Person Type, and Case Disposition. As with other fields like DOB and SSN, these fields can be left blank, but will narrow a search if one or more selections are made. Administrators can enable or disable these fields on the Search tab of the Admin / Top Level Navigation Bar page. The new option is "Show Case Fields (Search)".
55920: The Refer to Outside Organization page is now much faster, particularly for sites with many referral organizations.
55864: The "FHIP Tests" block will now allow creating 30 tests per case, up from 9.
Fixes
56428: Fixed a problem that was causing some report filters to not appear with the new style filters and to not work properly with the older style.
56425: The DV Outcomes block will no longer cause display errors at the top of a page. (Hotfixed to all affected sites)
56404: Fixed an issue with toggler elements nested on branch logic forms being treated as 'active' even when the toggler element was not set to active.
56398: An invalid DOB, such as '12/161968' will cause a validation warning instead of an error page when submitting a form.
56393: The search boxes that appear on some lists will again work with Internet Explorer 8.
56377: Fixed a problem with the "Support Request" link sometimes not displaying the page to enter ticket information. (Hotfixed to all affected sites)
56359: Fixed an IE and Firefox issue in reports where clicking "Filter Options" did not expand the filter section.
56306: Setting a clinic event to Active = No will no longer cause an error. (Hotfixed to all affected sites)
56233: An invalid date of service such as "10/0/12" on a timeslip will cause a validation message instead of an error page. (Hotfixed to all affected sites)
Changes for October 4, 2012 - October 10, 2012
Effective October 11, 2012 for all demo sites
Effective October 19, 2012 for sites updated weekly
Effective November 2, 2012 for sites updated monthly
Enhancements
56289: Prescreen is now an option in the "Dispositions to Show" field on dynamic case/matter processes.
56198: The "PAI Time Default to Case" block available for dynamic timeslips has a new option to allow the PAI Time field on the timeslip to be null (unanswered) if the PAI Case field is null.
Fixes
56247: Fixed an issue with help topic images not updating properly.
Changes for September 27, 2012 - October 3, 2012
Effective October 4, 2012 for all demo sites
Effective October 12, 2012 for sites updated weekly
Effective November 2, 2012 for sites updated monthly
Enhancements
56105: A new Date Picker (calendar icon that appears next to some date fields) has been installed. The general appearance of the popup calendar is improved, and clicking on a date will now insert that date in the field without having to also click an "X" to close the popup calendar.
56038: There is a new "Current Prescreens" list available for use on dynamic home pages. The list displays prescreens where the user is the assigned Prescreen Intake User.
55953: The Outcomes with Frequency Controls block has a new "Require Primary" option. Enabling this option will require at least one outcome to be entered, and the values for the first outcome entry will only be those that are tagged "Primary" in the Outcomes lookup.
55946: Individual income entries, for example food stamps, can now be excluded automatically on financial forms (the "Exclude" box will be checked, but the user can uncheck it). Administrators can set the new "Default Excluded" option to "Yes" for any income type in the Income Categories lookup list. The new value is set to "No" by default to maintain current behavior. Note: The new option only works with the "Financial Information - Alternate" block and assumes the option to exclude incomes is selected in that block.
55944: The Reminder block available for dynamic tasks has a new "Show Send Reminder to Message Center" option that allows administrators to hide that option on a form. The option is enabled by default to maintain current behavior.
55942: There is a new "PAI Time Default to Case" block available for use on dynamic timekeeping forms. If used in place of the system PAI Time field, the block will default that field to Yes if the system PAI Case field on the associated case is Yes. Note: The block works with the two system fields. It cannot change the behavior of a site specific "PAI" field on a timeslip. Sites that already have this behavior through custom extensions do not need to implement this block.
55929: There is a new "Limit Hours Per User Per Day" block available for use on dynamic timekeeping forms. The block checks the time entered by the user for that day and will not allow saving the current timeslip if the Time Spent would make the day's total exceed 24 hours. A message is displayed explaining the 24-hour limit along with the number of hours entered so far for that day. Note: Administrators implementing this block will likely want to put it on each type of timeslip on the site. Putting the block on the case timeslip form, but not a matter/non-case form, for example, would allow entering more than 24 hours for a day because the matter/non-case form would not be checking for the restriction.
55881: There is a new "Case Note List" block available. It can be used on profile pages to display case notes in an alternate style to the Case Notes block. If used on a dynamic, case-related timekeeping form, it will display the case notes from the case the timeslip is linked to.
55880: The Add Case Note block has a new option to allow creating a timeslip along with a case note. Selecting the new "Allow Attaching Timeslips?" option presents several additional configuration options, such as whether to display Activity Type or Activity Code and selecting defaults for each. If enabled, users will see "Attach Time To This Note?" at the end of the form, defaulted to "No". Selecting "Yes" on the form will display various fields, depending on the configuration options administrators selected in the block. As with the reverse process, adding a case note on a timeslip, two records will be created for the case, and the case note type will be "Timekeeping".
55877: There is a new "Timeslip Lock" block available for use on dynamic case/matter and outreach forms. A typical use would be on a close case form to prevent a case from being closed based on time entered. The block has an option to require either a minimum number of hours or at least one timeslip. The block will remove the Continue button from a form if the selected requirement isn't met, and also has an option to display an instruction explaining why the form can't be saved.
Fixes
56091: Process links in Custom Link Boxes will honor the disposition settings of each process. For example, a "Close Case" process set to appear only in Open disposition will not appear on a case (via a custom link box) unless the case is open.
55980: Fixed an issue where the 'Refresh To Timekeeping Section Front' flag on the 'Redirect Submit' timekeeping block was being ignored.
55949: The Google Maps Link option in the Address block will properly show or hide that link on a form.
55945: The (+) buttons on the filter bars of event and task lists on cases in the new interface will start dynamic create processes when appropriate.
55941: The Module block available for dynamic tasks has an option to prevent the module field from being changed by the person using the form when invoked from a profile link.
55922: Fixed a problem with the "A-Z" filter available on some lists not working properly after a list refresh.
55894: Unchecking the Street Address 2 option in the Address block will no longer cause an error on the form.
55744: The Selected Filters section of a report will now properly display AND/OR settings if the new style of filters is used when creating/editing the report.
Changes for September 20, 2012 - September 26, 2012
Effective September 27, 2012 for all demo sites
Effective October 5, 2012 for sites updated weekly
Effective November 2, 2012 for sites updated monthly
Enhancements
55875: The "Alerts, Exceptions, Compliance" block has a new "Show First Page" option. If cases have alerts, exceptions, or compliance items to display, unchecking this option will 'hide' the details. The details can be displayed by clicking any of the tabs in the bar.
55870: Each outcome can now have certain defaults applied when it is selected on a case, including the default period and amount. Administrators edit these options for each outcome in Admin / Lookups / Outcome. Note: The new settings only work with the "Outcomes (With Frequency Controls)" block.
55867: There is a new "Batch Edit" actions link on lookup pages (Admin / Lookups) that allows editing multiple lookup values on one page.
55854: The "Applicant Phone #s" block has a new "Show All Phone Notes" option that allows administrators to hide the notes boxes for phone numbers. This option is enabled by default to maintain the current behavior of displaying notes.
55828: The Admin / Timekeeping Settings page has a new "Show Static Form Settings" button. Settings that only apply to static timekeeping forms are how hidden, but can be displayed with this button.
55827: The Event Reminder block has a new "Show Send Reminder to Message Center" option. This allows administrators to hide the Message Center option on dynamic calendar records.
55818: There is a new "Homepage Alerts" block available for use on dynamic home pages.
55808: Added a "Show Download Form Column" option to the "Alerts, Exceptions, Compliance" block available on the main profile, allowing administrators to hide that column.
55807: Dynamic outreach records now have support for adding tasks and deadlines. Administrators can display these links via a Static Links side element on the site's dynamic outreach profile page. Administrators that want the static add task link to point to a dynamic creation process can specify that process on the Admin / Outreach Settings page.
55800: Added a Transaction field to the Trust Transaction Types lookup values. This allows administrators to specify whether a given trust transaction type is available only for a withdrawal, a deposit, or both.
55795: The Attendees field on calendar events is now a 'search and select' field (like Tasks and Deadlines) instead of a scrolling multi-select.
55713: The Case Disposition filter on the Cases list is now a multi-select.
Fixes
54883: Fixed the appearance of the Closing Information section of the New Snapshot side element on the main profile.
55855: Fixed display issues with case alerts created via "Add a Deadline" on a case.
55823: Fixed an issue with funding codes on activities where the funding codes have user restrictions and the Activities block is configured to allow creating a timeslip, and is configured to display the funding code as a selectable field. (Hotfixed to all affected sites)
55806: Reduced the space that appeared at the top of instruction elements in the new interface.
55780: Fixed an issue where the "Enable Address Hover on Client Name in Searches" option could cause clicking the name in conflict search results to not display the client profile page.
Changes for September 13, 2012 - September 19, 2012
Effective September 20, 2012 for all demo sites
Effective September 28, 2012 for sites updated weekly
Effective October 5, 2012 for sites updated monthly
Enhancements
55791: There is a new "Documents" list view element available for use on case/matter dynamic profiles and forms. It displays all the documents on the case in a standard list with multiple filters. The available columns can be enabled and disabled and the order set in the list view's configuration.
55757: The Add Case Note block has a new "Allow Send as Message Button" configuration option. Selecting this option allows the note to be sent via the message center instead of, or in addition to, being emailed.
55728: There is a new Affirmative Litigation block available for use on cases to help with compliance issues. The block allows setting the "Does this case involve affirmative litigation?" question (which is used in the CSR Eligibility v2 block), and uploading a verified statement of facts document.
55725: The following new lists are available for use on dynamic home pages: Recently Accessed Cases, Recently Assigned Cases (within the last two weeks), My Outreaches, My Grants (grant assignments), and My Recent Documents (documents uploaded by the user within the last 2 weeks).
55718: The Affirmative Litigation, Attestation on File, and Retainer on File blocks now allow a selection of "No document" in the template configuration option.
55717: The new "CSR Eligibility v2" block has been revised. The display has been changed to present separate columns for CSR Eligible and LSC/CSR Compliant. In addition, two new configuration options are available: "Require Retainer on File Compliance for CSR Eligible" and "Require Affirmative Litigation Compliance for CSR Eligible".
52257: Report filters in edit mode (on sites using the new interface) have a new display that is more concise and allows filters to be grouped into sets and AND or OR applied to filters in each set. This change will eventually be applied to sites using the classic interface.
Fixes
55761: We are removing the "View Navigation Tabs" permission from user roles. The permission is no longer needed since each role includes a checkbox to display, or not, each available tab.
55752: Corrected problems with adding new users and starting certain intakes. (Hotfixed to all affected sites)
55751: Fixed an issue that could cause document edit pages to take several seconds to load.
55747: The Custom Link Box element's "Show Top 5 Links" option will now properly limit links to the relevant module; case/matter links on the main profile, outreach links on outreach profiles, etc.
55741: Fixed an issue with the displayed column order on dynamic lists not matching the configured order.
55739: Fixed an issue with age calculation and funding code restrictions. (Hotfixed)
55733: Fixed an issue with the navigation tabs in the new interface not displaying in IE8. (Hotfixed)
55731: The New Snapshot element available in the new interface now includes an "Accept or Reject" link on pending cases.
55707: Fixed an issue with re-opening rejected prescreens. (Hotfixed to affected site)
Changes for September 6, 2012 - September 12, 2012
Effective September 13, 2012 for all demo sites
Effective September 21, 2012 for sites updated weekly
Effective October 5, 2012 for sites updated monthly
Enhancements
55685: The items in the Task Types lookup have a new multi-select "Available For" property that allows each type to be available for one or more of the Case/Matter, Grant, or Outreach modules.
55322: There is a new block available called "Require Completion of Aux Processes" that can prevent a case from being closed if selected auxiliary processes are not complete. The block configuration displays a multi-select list of auxiliary processes. If any of the selected processes are incomplete, a message is displayed and the Submit button on the close case form is removed. There is also a configuration option to prevent closing if any of the selected processes have never been started.
54483: We have added "Internal" and "External" permissions for user roles. This allows a role to have a different set of permissions and navigation tabs based on the IP network a user is connecting from. The networks are defined in Admin / Client IP Ranges. Each network address can be marked Internal Yes or No. On the permissions page for each user role, there are Internal Permissions and External Permissions, as well as internal and external options for Viewable Navigation Tabs. Note: Administrators do not need to make changes to existing roles and permissions unless they want to implement this new feature.
Fixes
55678: Using report filters based on Yes/No fields will no longer cause an error. (Hotfixed to all affected sites)
55618: Updated the breadcrumbs on site specific lookup pages so that clicking the "Lookups" breadcrumb when viewing a site specific list will take you back to the list of site specific lookups instead of the system lookups.
55560: Fixed a problem with checkboxes on immigration forms not being saved in the generated PDF forms. (Hotfixed to all affected sites)
55520: Fixed an issue where certain calculations in the Non-Liquid Asset block would result in displaying numbers with more than two decimal places.
55278: Corrected a problem with the Case search box on timeslips not returning proper results on last name searches.
54678: Added the Edit Event image into the popup for events on the new style calendar so that events lasting less than an hour can be edited directly on the Day/Week/Month views.
54376: Editing adverse party information, then clicking Save and Search inside the popup window, will no longer cause a required field warning if conflict status is Undetermined, instead saving the information and performing a new search as expected.
54066: Transfer Reject Reason and Reject Notes are now available in reports for sites that initiate e-transfers to other sites.
Changes for August 30, 2012 - September 05, 2012
Effective September 6, 2012 for all demo sites
Effective September 14, 2012 for sites updated weekly
Effective October 5, 2012 for sites updated monthly
Enhancements
55336: This is a new feature in Reports that allows the linking between Events and outreach. This functionality can be accessed in a Calendar or Outreach report by adding the associated events to the report.
Fixes
51695: The font size and line height of the drop-down menu used to add Question/Field or Question/Block when modifying Forms was changed to be more consistent with the rest of the page.
55049: Fixed an issue that was causing the list of filters at the top of a list view to be pushed all the way to the right of the screen so users had difficulty accessing them.
55150: Fixed an issue that could cause a Canceled Appointment with a case to continue to show up as a Confirmed Appointment if the user schedules a new Confirmed Appointment with a different case in the same time slot.
53448: Fixed an issue that could cause confirmation dialogues to appear at the very top of the user's page instead of where dialogues normally appears.
55525: Fixes an error message that could be displayed when modifying Grant Periods/Allocation.
55586: Fixed a problem that could generate an error when users attempted to perform the action Add Subfolder within Documents.
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Changes for August 23, 2012 - August 29, 2012
Effective August 30, 2012 for all demo sites
Effective September 7, 2012 for sites updated weekly
Effective October 5, 2012 for sites updated monthly
Enhancements
55538: There is a new "Create Assignment" block available for dynamic grants and the "Assignments" list has been updated. There is also a new "Add/Edit Assignments" link available for the sidebar.
Fixes
55521: All of the sidebar links that appear for static user profiles are now available in the Custom Link Box element in dynamic user profiles.
55553: Fixed an issue with Internet Explorer not displaying the print dialog when printing a report.
55446: Documents uploaded to a case via Add Case Note will again appear in the document list on the case, not just in the case note. (Hotfixed to all affected sites)
55445: The "# of Open Cases" column on the recommend pro bono page will again display totals for each pro bono user. (Hotfixed effective 8/31/2012 to all affected sites)
55404: Corrected the "Start Date (at site name)" label on user profile pages to properly display the site's initials.
55375: The "Show Top 5 Links" list available in a Custom Link Box for dynamic outreach profiles will no longer include case/matter links.
55321: The final step, producing a PDF, of the G-639 immigration form will no longer cause an error. (Hotfixed to affected sites)
53174: Fixed the link that is included in emails sent back to the site that initiated an e-transfer when the receiving site rejects or accepts the transfer.
53001: Editing a document in a 3rd level subfolder will display the correct folder in the Folder dropdown instead of "Please select".
Changes for August 16, 2012 - August 22, 2012
Effective August 23, 2012 for all demo sites
Effective August 31, 2012 for sites updated weekly
Effective September 7, 2012 for sites updated monthly
Enhancements
55395: The Advanced Filter Criteria for grants has been completely rewritten to allow greater flexibility in applying restrictions to grants. Each type of restriction (matter, service (timekeeping), outreach) contains a list of nearly every field available for that module, including site specific fields, instead of the current limited static list. Each restriction has a start date and optional end date to constrain when it is effective. Numeric fields can be filtered by a range of values, or a minimum or maximum value. For example, Number of People Under 18 with a filter range of "1-" establishes a "Floor of 1"; Percentage of Poverty can likewise have a floor "200-", a range "125-200", or a ceiling "-125".
54309: The Activities block has a new configuration option, "Display Timeslip Funding Code". If a timeslip is created as part of the activity, enabling this option allows the user to select a funding code for the timeslip. The option is not enabled by default to maintain the current behavior of the funding code being set with no option to change it.
Fixes
55414: The "Contact Type (editable)" field available for dynamic user forms is now a multi-select field.
55398: The "Show SSN" option in the Conflict Search Results v2 block has been replaced by "Show SSN in Results Listview" and "Show SSN in Applicant Information" options.
55396: The "Transfer Case" link on the assign case page will no longer cause an error. (Hotfixed to all affected sites)
55384: No adverse parties on an intake will no longer cause the Case Acceptance Conditions block to improperly prevent accepting a case.
55276: Having the Non-Liquid Assets block as a disabled element will no longer cause an error when editing the form in process management.
55256: The Adverse Party block will now properly save a selected status of "No Conflict" during an intake.
55247: The Case Contact Cases list that appears on the contact profile page will no longer cause an error if the person is listed as a contact more than once on a case.
55209: The Admin / Contacts Settings page has a new "Show Other Addresses for Contacts" setting to allow displaying or hiding the "Other Addresses" section on the static contact profile page.
55173: The folder field on the Add New Document page on a case will again default to the case's top level folder instead of "Please select".
55167: Fixed an issue with the webcal links available on user profiles. Note: Users wanting to use the webcal link to pull LegalServer calendar events will need to generate a new link after the effective date of this fix, then update their remote calendar in Outlook, Google calendar, etc.
55074: Editing a contact's information will no longer cause an empty address to appear in the Other Addresses section of the contact profile.
Changes for August 9, 2012 - August 15, 2012
Effective August 16, 2012 for all demo sites
Effective August 24, 2012 for sites updated weekly
Effective September 7, 2012 for sites updated monthly
Enhancements
55277: The Assets block override feature now includes an "Asset Override Reason". Administrators configure the choices in the new Asset Override Reasons lookup list.
55115: When adding outreach time with a dynamic timeslip, there is now a "Recent Outreaches" list in the sidebar that lists recently viewed outreach records. Clicking one of the entries populates the Outreach field as an alternative to searching by name.
Fixes
55286: Restored the filters on the Citizenship Status lookup.
Changes for August 2, 2012 - August 8, 2012
Effective August 9, 2012 for all demo sites
Effective August 17, 2012 for sites updated weekly
Effective September 7, 2012 for sites updated monthly
Enhancements
55189: The Admin / Case Exceptions page has new configuration options for controlling which exceptions are checked and displayed.
55147: Several new system fields have been added relating to family advocacy, as well as 3 new blocks: "FAU Case Characteristics", "FAU Client Characteristics", and "FAU CUA/IHPS/Foster Fields".
55138: Clinic appointment profile pages now display all phone numbers and phone notes, as well as the preferred phone field.
Fixes
55170: Fixed an issue where names in the list displayed by the "Family Information" block would be clickable, but return to the main profile instead of allowing the fields to be edited when the block is on an auxiliary matter form. Note to administrators: If the Family Information block is used on the main profile, the names cannot be clickable links; to avoid confusion in that context, the "Use family list template" option should be unchecked.
55186: Clicking "Add a Donation" on a user profile will no longer cause an error. (Hotfixed to all affected sites)
55168: Fixed a problem with certain links on the Actions menu in the new interface. (Hotfixed to all affected sites)
55139: Added support for the Custom Link Boxes sidebar element in dynamic profiles in the classic interface.
55121: Fixed an issue with merging User Role lookup values. Also fixed an issue that could cause a successful merge to leave a message in the lookup merge queue.
Changes for July 26, 2012 - August 1, 2012
Effective August 2, 2012 for all demo sites
Effective August 10, 2012 for sites updated weekly
Effective September 7, 2012 for sites updated monthly
Enhancements
55040: There is a new "Branch Logic Toggle Button" available for use on dynamic forms. The block displays a "Show" button on a form that will display a selected branch logic form when clicked. The block includes configuration options for the text to display in the label area, the text to display on the button in the "Show" state and the "Hide" state, and an option to have the form displayed instead of hidden by default.
55040: There is a new "Add Person" block available for the case/matter module. The block has options to determine the type of person being added to a matter. A user creation process must be selected in the block. That process and form are created in the dynamic Person module. If the person type selected in the block is Family Member, several fields can be displayed and the default state set: family member, household member, non-adverse party, potential conflict, and relationship to case. These field options have also been added to the existing Family Information block.
54919: There is a new "Most Recent Benefits Hearing" table available in reports. This allows reporting on only the most recent entry (based on the Decision date field) for records created with the Benefits Hearing block (which can create multiple records per case).
54905: An "Add New Contact" link is available on dynamic outreach records. The feature functions like Add Case Contact on cases, allowing a search of existing contacts and selection of one to be linked to an outreach, or a new contact record created and linked. Site administrators will need to enable the link in the Static Links sidebar element on the outreach profile page. There is also a list view available for use on dynamic outreach profile pages.
Fixes
55010: Additional fix for the "Exclude from Search" option in the Adverse Party block, previously reported in 54217.
54979: The Contact Types field on a dynamic user form will now properly display and save.
54931: Support for the new SSI Fields that are lookup fields has been added to the Case Data > SSI Fields subtable in reports.
54911: Updated the Adverse Party (Prescreen) block so it will not prevent proper saving of a "No Conflict" selection during a full intake on that matter.
54890: Updated the Recipients box search function (when adding and emailing notes) to prevent the second recipient search from incorrectly repeating the first recipient search results when the second recipient search starts with the same letters as the first.
54776: Changed the copyright notice in the new interface to appear at the bottom of pages instead of the bottom of the browser window.
Changes for July 19, 2012 - July 25, 2012
Effective July 26, 2012 for all demo sites
Effective August 3, 2012 for sites updated weekly
Effective September 7, 2012 for sites updated monthly
Enhancements
54948: The Disposition block has a new "Show Additional Assignment" configuration option. Enabling this option on the last step of an intake will display an "Additional Assignment" section on the form below the primary assignment section. After choosing an assignment type, fields to select a user, office, and program are displayed. The user field includes a checkbox to also show pro bono users in the dropdown in case a pro bono assignment is being created. This option is disabled by default so the new fields will not display unless site administrators choose to enable it.
54948: The Current Assignments list view available for a dynamic homepage is now itself dynamic, allowing the available columns to be enabled, disabled, and re-ordered. A new primary assignment column is also available; it will display the primary assignment on a case regardless of the user's assignment type, such as co-counsel, student, etc.
54549: There is a new Issues block available for dynamic matter forms. The block allows recording multiple issues per case (date, issue, resolution, etc.). Two new lookups, Issue and Allowable Issue Resolutions, are also available, as well as a list view to display existing issues on a form or profile.
Fixes
54971: Fixed an issue with spurious "There was an error" messages appearing at the top of grant profile pages. (Hotfixed to affected sites)
54959: Fixed an error that could occur when sending a Message. (Hotfixed to affected sites)
54956: The Type+Subject block available for dynamic outreach forms will now properly display Subjects according the configuration of the Type lookup list.
54677: Calendar events marked Private in the new interface will now only display "Private Event" to everyone except the event creator and attendees.
54636: The search box on the Actions menu in the new interface will now search for links in all categories, such as Additional Information and Schedule.
54397: Clinic events will now properly display on the calendar (in Day/Week/Month views) when configured to do so on the Admin / Clinic page.
Changes for July 12, 2012 - July 18, 2012
Effective July 19, 2012 for all demo sites
Effective July 27, 2012 for sites updated weekly
Effective August 3, 2012 for sites updated monthly
Enhancements
54749: The Permanent Address block has a new field available, "Permanent Contact Name". There is a corresponding configuration option called "Show Permanent Contact Name". That option is disabled by default so it does not appear on forms unless site administrators choose to enable it. There is also a new configuration option called "Show Perm. Colony" that allows administrators to hide that field. This option is enabled by default to maintain the current behavior of displaying that field.
54401: The Quick Case Copy and similar configuration options in the Link Boxes sidebar element will now show DV Intake type intakes in the list of options.
54894: The Address block has a new "Ask for Shelter" configuration option. The option works like the existing "Ask for Institution" option. If enabled and selected on a form, the search box will search for Organizations that have the new Shelter organization type, and allow copying the organization's address into the applicant's address.
54886: The Add Case Note block has a new configuration option, "Allow in E-Transfers Default". The option is enabled to maintain the current behavior of the field defaulting to Yes on the form. If this option is unchecked, the field will default to No.
54882: The Timekeeping Log list view now includes Activity Type as an available column.
54559: The "Staff" block available for dynamic grants now includes a configuration option to require at least one row/entry.
Fixes
54927: Fixed a problem that prevented removing date filters from the filter bar on various lists in the new interface.
54909: Fixed an issue that could cause lists to not display properly on dynamic section fronts like the home page. (Hotfixed)
54888: Corrected the spacing on the "Show Grant for Cases" label on grant profile pages.
54870: Fixed a problem that could cause an error using Rescan Fields, resulting in a mostly blank page.
54680: Exporting a report to Excel will no longer cause an error if a numeric cell contains more than 31 digits.
54647: The Queued Publications Packets list will now default to "All" if the user visiting the list is assigned to an inactive office. Previously, the filter would still default to that office, typically resulting in an empty list.
54527: "Additional Contact Type [Lookup]" is now available as a subtable of Case Data to allow reporting on the corresponding field from the Additional Contact block.
54408: The "Create PDF" box sidebar element available on dynamic profiles will now show the proper label text for links.
53021: Worked around a problem in Chrome that prevented the search box from working when adding a Field or Block to a dynamic form.
Changes for July 5, 2012 - July 11, 2012
Effective July 12, 2012 for all demo sites
Effective July 20, 2012 for sites updated weekly
Effective August 3, 2012 for sites updated monthly
Enhancements
54734: The edit page for dynamic processes contains a new option, "Show Process Link in Module Static Profile". This allows, for example, a process like Quick Case Copy to be active (so it can be used in the Link Boxes element of the main profile), but to hide it in the list of intakes that appears in the Actions or Options menu on a static home page.
54728: The "Type + Subject" block available on dynamic outreach forms has a new configuration option to make the Subject field required.
54727: Messages have new features. In addition to being linked to a case or outreach, a message can now be linked to a task, event, or document. Documents can be uploaded while creating a message. User profile pages include a new tab that displays a list of messages the user has sent and received.
54720: The Case Specific Questions block has a new "Show Problem Code Text Area" configuration option. If enabled, it will hide the small text entry boxes next to the dropdown list of legal problem codes and special legal problem codes.
54688: There is a new "Exception Grace Period" available in Admin / Case Exception Settings. If a number of days is entered, no case exceptions will be created on cases until after that many days has elapsed from the date opened.
Fixes
54827: Adding an address through the Address List block will now allow selecting any address type instead of being restricted to Home address.
54795: Fixed a problem that could prevent main profile tabs from loading if they included certain address elements. (Hotfixed)
54789: Fixed a problem that could case the adverse party conflict status to revert to "Undetermined" after being set to "No Conflict" during an intake. (Effective on all live sites on 7/13/2012)
54744: Fixed an error submitting the first page of an intake on some sites. (Hotfixed to all affected sites)
54715: Fixed an issue with the event reminder feature calculating the date to send reminder as PM, even for AM event start times. (Hotfixed)
54698: Fixed a problem with selecting supporting documents in the Immigration Status block.
54542: If adverse party alerts are enabled in the Adverse Party block, the alert field will now appear for organization and common adverse parties in addition to individual adverse parties.
Changes for June 28, 2012 - July 3, 2012
Effective July 4, 2012 for all demo sites
Effective July 13, 2012 for sites updated weekly
Effective August 3, 2012 for sites updated monthly
Enhancements
54668: The Disposition block has a new "Caseworker Label" configuration option that allows administrators to change the primary assignment field label from the default of "Caseworker".
54558: There are several new system fields available related to LITC (Low Income Tax Clinic) both for dynamic matters and dynamic outreach. There is also a new "LITC" block available for dynamic forms that allows recording multiple controversy issues per case.
54545: The Case Alerts block has a new configuration option, "Show Case Exception Alerts". The option is not enabled by default. Enabling it assumes Case Exceptions have been enabled and configured in Admin / Site Settings. Similar to case alerts, nothing is displayed on the page unless there are 'active' case exceptions.
51833: There is a new feature that tracks the links clicked inside Custom Link Boxes. The top 5 most clicked links for a user can be displayed with the new "Show Top 5 Links" configuration option in that element. Note that only clicks on links inside Custom Link Boxes are counted and aggregated into the top 5 list.
Fixes
54695: Removed the A-Z filter from the Callbacks list that is enabled on some sites on the main Cases page. (Hotfixed to affected sites to prevent a "loading error" on that list)
54693: The Actions/Taskbar links on the main users page and individual user profile pages will now appear in one category.
54676: Clicking a specific time area on the new style calendar will now properly insert that start time in the create event form that is displayed.
54633: Stages and Decisions are now linked in the Benefits Hearings block. Selecting a Stage will limit the values displayed in the Decision dropdown. Administrators can edit the values in the Hearings Decisions lookup list and select one or more stage/phase values. Two new lookup fields, Filed By and File Location, have also been added to the block.
54617: PAI Time is now an available column in the Timekeeping Log list view element.
54606: Reinstated breadcrumbs on cases in the new interface.
54563: The Quick Referral link will now appear in the new interface when enabled in Admin / Top Level Navigation Bar.
54575: "Referral Type" is now an available column in the "Existing Referrals" list view element available for use on dynamic matter forms and profiles.
Changes for June 21, 2012 - June 27, 2012
Effective June 28, 2012 for all demo sites
Effective July 6, 2012 for sites updated weekly
Effective August 3, 2012 for sites updated monthly
Enhancements
54584: There is a new "Enable Address Hover on Client Name in Searches" setting in Admin / Site Settings. The feature is off by default. If enabled, client names in search results will display hover text showing the client's address.
54581: There are several new system fields related to SSI. Site administrators can see the new fields by filtering the field list in Admin / System Field Management by Grouping = SSI. There is also a new SSI Welfare Status block.
54481: There is a new "Email Aliases" block available in the matter module. The block allows entry of an email alias for a matter. The alias can be used instead of the case number to send email to notes. An alias must begin with at least 2 letters, cannot be the word "scan", and cannot start with either "case-" or "outreach-". Aliases must be unique; an "alias is in use" message will be returned if non-unique text is entered. When a case with an alias is closed, the alias will be automatically removed from the case to free that value for use on other matters.
Fixes
54634: Removed the primary advocate and unit fields that should not have been appearing in the New Snapshot side element on the main profile page.
54622: The My Time icon in the new interface will not display blank weeks if pay periods are not enabled and configured.
54620: The main timekeeping page will no longer display the filters section expanded in the new interface; the currently applied filters are already displayed in the filter bar.
54611: Fixed an issue that could cause a permission denied message when accessing the Note Drafts page.
54602: Fixed scrolling and searching issues in the Actions menu of the new interface on the main User page.
54599: Fixed a problem with Case ID search for an invalid case number leaving you at a page with no navigation elements.
54598: Fixed a problem with searches for Contacts repeating the first name entered in both the first and last name fields.
54593: Enabled the font size setting on the user preference page in the new interface.
54582: Fixed an error that could prevent the Future Reports page from loading.
54559: The "Staff" block available for dynamic grants now includes a configuration option to require at least one row/entry.
54449: The Case Data > Notes as Columns subtable will no longer cause query failures. Note: Report writers may need to remove and re-add this subtable after the update is effective on a site.
54392: Fixed a problem with Internet Explorer printing blank pages in the Timekeeping Log printout.
54226: Fixed an issue with the appearance of the Name filters on the Cases list, and with those filters not being removable without using the Reset filters link.
50263: Process links added to "Custom Link Box" and "Link Boxes" elements will now use the role permissions set on the corresponding processes, instead of being clickable by all users regardless of permissions set on the processes.
Changes for June 14, 2012 - June 20, 2012
Effective June 21, 2012 for all demo sites
Effective June 29, 2012 for sites updated weekly
Effective July 6, 2012 for sites updated monthly
Enhancements
54531: The "Applicant Phone #s" block has new configuration options for each type of phone number to show by default and whether the number is required.
54503: The Redirect Submit block available on dynamic timekeeping forms has a new configuration option that will return a user to the main timekeeping page instead of displaying the timeslip profile page. Note that this option does not affect the behavior of timeslips started directly from a matter, which will continue to return to the matter profile.
54502: There is a new Announcements block that may be placed on any dynamic profile or section front. The announcement(s) to display are configured on the Admin / Site Settings page.
54472: The Conflict Search Results v2 and Adverse Party blocks have new configuration options. 1) An option to display a Conflict Status Note box, and an option to require the notes. 2) An option to show "Rule of Professional Conduct" (a new lookup that site administrators must add values to), and an option to require that field. All options are disabled (unchecked) by default. Site administrators do not need to reconfigure these blocks unless they want to enable the new options.
Fixes
54335: The Position field on users will now default to "Please Select" instead of the first active value in the corresponding lookup list.
54528: Fixed a problem causing an error when attempting to access the Special Legal Problem Code list in Admin / Lookups. (Hotfixed to all sites)
54523: Fixed an issue where the Adverse Party Conflict Status was defaulting to "No Conflict" after adding the initial individual or organization adverse party instead of "Undetermined".
54463: For sites using the GIS module, the "Show GIS Boundary Fields" configuration option in the Address block will now properly hide the related fields on forms when that option is not checked. The boundary information will still be saved if the lookup is successful; the fields will just not be displayed on the form.
54461: Fixed an error that prevented site administrators from accessing the Admin / Barcode Scanning Settings page.
Changes for June 7, 2012 - June 13, 2012
Effective June 14, 2012 for all demo sites
Effective June 22, 2012 for sites updated weekly
Effective July 6, 2012 for sites updated monthly
Enhancements
54468: 3.2: There is a new "Default to Excluded" option available for each value in the Asset lookup. This allows administrators to have an asset type automatically marked as excluded when selected on financial forms. This option is not set for any asset lookup value; administrators will need to edit each value to enable it.
53716: 3.2: Added a new Legalserver Index value, "Q - Quick Intake Advice", in the Close Code list, and in the incoming and outgoing mapping pages for electronic case transfer mapping.
54097: 3.2: Location is now an available column in the Upcoming Events list view available for dynamic section fronts.
Fixes
53847: 3.2: Fixed a problem that prevented the "Note emailed to:" information from appearing in case notes for Confidential Notes emailed from dynamic timeslips.
54470: 3.2: Case Status is now displayed by the "Snapshot New" side element. Clicking the displayed value displays the case status edit page.
54244: 3.2: Fixed an issue that could cause the Add Column window in report edit mode to load slowly on some sites.
54457: 3.2: Corrected the spelling of the system user role to "Pro Bono Restricted Access".
54447: 3.2: Fixed an issue that could cause empty packets when choosing to email from the Publications block during an intake.
54426: 3.2: Fixed a problem that prevents the new style of graphs and charts from appearing in reports.
54420: 3.2: Fixed a problem with the Default AP Type configuration in the Adverse Party v2 block not being used.
54253: 3.2: The navigation tabs and other top of the page elements will no longer appear on report printouts on sites using the new interface style.
54217: 3.2: If the "Show Exclude from Search" option in the Adverse Party v2 block is enabled, the "Exclude from Search" field displayed on the form will default to No to prevent errors when attempting to add APs without making a selection for that field.
54146: 3.2: Fixed an issue with the Current Age column causing query failures in reports. Report writers needing a temporary workaround can put the Date of Birth column on a report and format that column as Age in Years.
54407: 3.2: Removed the unnecessary "Start Aux Process" configuration option from fields on dynamic forms. The option remains for fields on dynamic profiles.
Changes for May 31, 2012 - June 6, 2012
Effective June 7, 2012 for all demo sites
Effective June 15, 2012 for sites updated weekly
Effective July 6, 2012 for sites updated monthly
Enhancements
54421: 3.2: The bar code scanning feature can be enabled on the new Admin / Bar Code Settings page.
54336: 3.2: Enabled the "Go to Community Site" link on the main Help page.
54246: 3.2: A new block and list is available for dynamic grants that allows grants to be designated as a master or sub-grant.
Fixes
54391: 3.2: Fixed an issue that could cause creating a task to take too long. (Hotfixed to affected sites)
54389: 3.2: Fixed a problem with using the Adverse Party block on the last step of a prescreen process.
54380: 3.2: Fixed an issue that would cause saving the last step of an intake to fail if legal problem code had not been set.
54370: 3.2: The configuration option for the Address block to "Show Address" has been changed to "Show Address and Apt/Lot#", allowing administrators to hide both fields if desired. The option is not checked by default, to maintain the current behavior of showing the fields.
54155: 3.2: Logging in using Internet Explorer 9 in compatibility mode (which mimics IE7) will display a message indicating that compatibility mode needs to be turned off to login.
Changes for May 24, 2012 - May 30, 2012
Effective May 31, 2012 for all demo sites
Effective June 8, 2012 for sites updated weekly
Effective July 6, 2012 for sites updated monthly
Enhancements
54296: 3.2: The "Barcode Scans per User" list view is now dynamic, and may be added to a dynamic Home section front. Multiple users may now be specified on the Admin/Barcode Scanning Settings page to receive an alert if a document scan fails.
54083: 3.2: The Organization Client Information block has a new "Use Address Validation" configuration option that provides the same feature as that option on the Address block. The option has no effect unless a site has address validation enabled.
Fixes
54357: 3.2: Restored the "Most Recent Note Time" table in reports.
54352: 3.2: Fixed an error message at the top of the page of search results. (Hotfixed to affected sites)
54322: 3.2: Fixed an erroneous error message at the top of the page on adverse party search results.
54313: 3.2: Fixed an error when clicking the "Change Client Associated with this Case" link.
54306: 3.2: Fixed an issue that could cause an error in the refer and reject process when submitting the referral form.
54305: 3.2: Fixed an error when uploading a document with quotes or apostrophes in the filename.
54278: 3.2: Fixed an issue with the date range filters on the Duplicates reports on the Admin page.
54218: 3.2: Fixed a problem that caused incorrect field labels to appear on the case questions page if a standard question was edited from the case notes list. Instead of the configured label such as "Summary of Facts", "Answer" would appear.
Changes for May 17, 2012 - May 23, 2012
Effective May 24, 2012 for all demo sites
Effective June 1, 2012 for sites updated weekly
Effective July 6, 2012 for sites updated monthly
Enhancements
54239: 3.2: There is a new "Show Google Map Link" configuration option in the Address, Address Extended, and Adverse Party v2 blocks.
Fixes
54284: 3.2: Fixed an issue with the Instructor field on outreach reports causing query failures.
54249: 3.2: Fixed an issue where changes to Side/Action Elements on a profile page were not saving in some circumstances.
54243: 3.2: The "Is Primary Contact" field displayed by the Organization Client Contact block is now properly marked a required field and will cause a required field warning instead of an error if a form is submitted without making a selection.
53793: 3.2: As noted in a previous release note, logging in with Internet Explorer 7 will not be possible beginning June 1, 2012.
Changes for May 10, 2012 - May 16, 2012
Effective May 17, 2012 for all demo sites
Effective May 25, 2012 for sites updated weekly
Effective June 1, 2012 for sites updated monthly
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Fixes
53847: 3.2: Confidential Notes that are emailed from dynamic timeslips will now include a subject and signature similar to other emailed notes, and the created case note will include the "Note emailed to:" information as well.
54245: 3.2: Fixed a problem with the "Non-AP Instruction" configuration option in the Conflict Search Results v2 block. If text was entered for that option it would not display on the form, and was causing red error text to appear at the top of the page even though the function of the form was not affected.
54237: 3.2: Fixed an issue with the Adverse Party v2 block not defaulting to "Undetermined" for conflict status after an adverse party was added.
54212: 3.2: Fixed an issue that was causing spurious red error messages at the top of some pages. (Hotfixed to all affected sites)
54209: 3.2: The initial nickname data entry field will now properly appear to allow adding a nickname to a name that does not have any nicknames. See Admin / Nicknames.
54201: 3.2: Fixed an issue with list view information not loading for old style templates.
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Changes for May 3, 2012 - May 9, 2012
Edit Section
Effective May 10, 2012 for all demo sites
Effective May 18, 2012 for sites updated weekly
Effective June 1, 2012 for sites updated monthly
Edit Section
Enhancements
54116: 3.2: The Custom Link Box side/action element has a new "Sort Links Alphabetically" configuration option. It will now display the box Title on the edit form, and the process selection dropdown will only display active processes.
54055: 3.2: There is a new side/action element "Static Links" available for dynamic outreach records that allows administrators to control which links will appear in the side bar (and/or actions menu in the new template).
53204: 3.2: The Admin / Calendar Settings page has a new option, "Use New-Style Calendar".
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Changes for April 26, 2012 - May 2, 2012
Effective May 3, 2012 for all demo sites
Effective May 11, 2012 for sites updated weekly
Effective June 1, 2012 for sites updated monthly
Enhancements
54108: 3.2: The Assets block has a new configuration option called "Other Value Asset Notes". If enabled, a notes box will appear only for the asset entry "Other".
53242: 3.2: The "Family Information" block has a new "Show New Family Intake Date" configuration option. This option relates to the create case for family member option. If that option is enabled, the new option will display the intake date for the new case being created, allowing it to be changed from the default, which is the intake date of the parent case.
Fixes and Changes
54114: 3.2: Fixed a problem that could cause columns added to the report library to not appear in the Add Columns window.
54110: 3.2: The deprecated "Adverse Party" block is being removed, and the "Adverse Party v2" block is being renamed to "Adverse Party".
54089: 3.2: Restored the Assign Users to Clinic Event link. (Hotfixed to all affected sites)
54068: 3.2: The list of users linked to a clinic event will now include an Edit link for each user allowing the associated note to be edited, and if CLE Tracking is enabled to edit that information.
53572: 3.2: Fixed sorting of the Case Status Notes column on the Cases list.
53015: 3.2: The Advocate/User Type of "Pro Bono Advocate" will no longer hide the top level navigation tabs from users with that type. The display of these tabs will now be controlled by a user's Role; specifically, whether the user's role has the "View Navigation Tabs" permission, and if so, which tabs an administrator has checked to display for that role. This will provide administrators more fine-grained control over the display of the tabs for various users. For example, certain pro bono advocates could be assigned to a role that allows them to see one or more tabs, while most pro bono advocates are assigned to a role that does not display any tabs. The permission and tab selections are made for each role from the "User Roles (Permissions)" page in Admin. Administrators of sites that have users who should not see some or all of the top level tabs should confirm that the relevant user roles do not have the view permission (or have the permission and the tab selections for that role are accurate).
51815: 3.2: The Conflict Search and Adverse Party blocks will now save data in other fields on the form (for example Intake Notes) when operations 'inside' the blocks like Save and Search are performed.
Changes for April 19, 2012 - April 25, 2012
Effective April 26, 2012 for all demo sites
Effective May 4, 2012 for sites updated weekly
Effective June 1, 2012 for sites updated monthly
Enhancements
53996: 3.2: The Pro Bono Opportunities feature has been extended to allow matching cases and volunteers based on geography (in addition to type of case via Subjects). There is a new Pro Bono Opportunity County field available that can be set for each case marked as an opportunity. That field will match against the Counties field in pro bono user profiles to further refine the opportunities available to each volunteer.
Fixes and Changes
54054: 3.2: Fixed an issue with dates in the Date Created column on the open support ticket list. (Fix is effective 4/27/2012 for all sites)
54021: 3.2: The users associated with a clinic event can now be reported on using the new Clinics > Clinic Events (one row per event) > Users (one row per user) table.
54017: 3.2: Fixed an issue that could cause an error attempting to display the open support ticket list.
54012: 3.2: Primary assignments on cases being reported via HUD ARM electronic submissions can no longer be deselected. This will prevent errors in HUD processing submissions.
54011: 3.2: Fixed an issue with timeslip funding code restrictions based on office that would incorrectly determine a funding code was ineligible in certain circumstances. (Hotfixed to all sites)
54006: 3.2: Removed the default date range filter on the Timekeeping Log block that displays a list of timeslips on dynamic outreach profiles. The list will now display all timeslips for the outreach. The list will paginate (Viewing 1-20 of X) according to a user's "Number to show in lists" preference like other lists.
53975: 3.2: Selecting Approximate DOB will prompt for a numeric age, then set DOB to 01/01/xxxx, where "xxxx" is the appropriate year for the age entered.
53919: 3.2: Fixed an issue with the Branch field showing in the "Snapshot New" side element even when branches are not enabled.
53850: 3.2: Fixed an issue in the Address block that could prevent the county of residence and county of dispute fields from properly updating once a valid zip code was entered.
53576: 3.2: Fixed a problem that could cause an error during a document creation process under certain conditions, for example when organization affiliation fields were used but a contact did not have an affiliated organization.
53456: 3.2: There is a new field in reports that will display the client's name whether the client is an individual or a group client. The field is on the Case Data > Person table and is named "Full Person/Group Name (Last First)".
53441: 3.2: Affected Dispositions is now a required field on the first step of the Mass Assignment Update process.
53174: 3.2: Fixed the URL that is included in emails generated during e-transfers.
53067: 3.2: Fixed an issue that could cause a report export to fail if the advanced Excel 2003 setting is enabled and the report returns a case number with the format "xxE-xxxxxx".
52292: 3.2: Case Specific Questions pages using that block are now much faster when changing problem codes or problem category.
52000: 3.2: The Order filter in the case notes filters has a new "By Updated Date" to allow notes to be sorted by the "Update on" date.
51694: 3.2: Reversed the order of the first two columns on the Assignments list on the home page. The ID column is now first and the Name column second, which is consistent with similar lists.
47550: 3.2: The "Position" lookup field has been restored on static user profiles. It appears in the Contact Information section below Salutation. Administrators control the available values in the Positions lookup in Admin / Lookups. The text field Position associated with a user's organization affiliation has been renamed "Organization Position".
Changes for April 12, 2012 - April 18, 2012
Effective April 19, 2012 for all demo sites
Effective April 27, 2012 for sites updated weekly
Effective May 4, 2012 for sites updated monthly
Enhancements
53981: 3.2: Editing instruction box elements on forms and profiles will use the rich text editor if it is enabled on a user's preferences page. [Note: This feature was removed in the April 26 - May 2 changes.]
53891: 3.2: Improved the loading of pages with blocks that display +/- buttons to add or delete rows, such as financial information pages (on slow computers or slow connections, multiple empty rows could momentarily display then disappear as the page loaded). Also improved the loading of pages that contain multiple branch logic forms that are not selected.
53267: 3.2: The Address Type lookup values have a new "Valid for Organizations" option that controls whether that type is available when adding an address for an organization. The option is not set by default to maintain current behavior of all address types being available.
Fixes
53980: 3.2: Fixed an issue causing the Quick Client Add / Quick Case Copy feature to use the wrong intake process. (Hotfixed)
53976: 3.2: Inactive offices will no longer appear when Office is selected in the "Color events by" dropdown on the calendar.
53953: 3.2: Removed the "Add Columns [Legacy]" and "Edit Tables [Legacy]" links from the advanced edit options in reports.
53791: 3.2: As part of ending support for IE7, the following warning will appear on the login page: "Support for Internet Explorer 7 in LegalServer will be ending. Please contact your IT staff for instructions on how to upgrade. If you do not upgrade, or switch to an alternative browser, you will not be able to log into LegalServer starting June 1, 2012."
53680: 3.2: Imported case IDs of the form '##E-######' will be treated as text when exporting a report to Excel instead of exporting as the number 0.
53583: 3.2: Fixed an issue that was causing search results to be grouped by the capitalization of first and last names. "Smith, Jim" will now correctly follow "SMITH, Jane" instead of appearing before it.
53451: 3.2: Fixed an issue with adding site-specific fields to the user module, and an issue with displaying site-specific fields on a dynamic user profile page.
37648: 3.2: Fixed an issue that could cause reports based on the top level Clients table to display errors.
Changes for April 5, 2012 - April 11, 2012
Effective April 12, 2012 for all demo sites
Effective April 20, 2012 for sites updated weekly
Effective May 4, 2012 for sites updated monthly
Enhancements
53925: 3.2: There is a new "HUD RCAC Information" subtable in reports.
53918: 3.2: The Assets block has a new "Asset Notes" configuration option. If enabled, it will display a "Notes" field for each asset entry.
35645: 3.2: Added an "A to Z" filter for the Organization Timekeeping Log on organization profile pages.
32141: 3.2: There is a new "Current Age" field on the Person subtable in reports, which can be displayed and filtered on.
Fixes
53869: 3.2: After saving the Electronic Case Transfer Settings page, a "Submitted Successfully" message will now appear at the top of the page.
53871: 3.2: Fixed an issue with the mailing address zip field that could cause an error adding a new contact to a case. (Hotfixed to all affected sites)
53155: 3.2: On the Time and Attendance Report, changing the user selection from the default current user to "Please select" and clicking the Display button will no longer cause an error. The user selection field will instead be highlighted in red.
53152: 3.2: Removed HTML tags that could appear in the text of notes fields, such as Case Closing Notes, in a document generated from a template.
33417: 3.2: Fixed issues with indenting and spacing in the dropdown list of Income Entry types on financial information pages.
53890: 3.2: Fixed the report timeout link.
38884: 3.2: List views on print profiles will now default to showing all rows in the list instead of the user's default preference.
Changes for March 29, 2012 - April 4, 2012
Effective April 5, 2012 for all demo sites
Effective April 13, 2012 for sites updated weekly
Effective May 4, 2012 for sites updated monthly
Enhancements
53780: 3.2: There is a new "Case Copy Custom" side bar element available for use on the main profile. It allows you to add "Create new case for client", "Copy to new subordinate case", "Quick case copy," and "Copy prescreen" links in their own rightside box or menu, and includes a configurable title.
53776: 3.2: We are introducing initial support for custom default filters on dynamic list views. List views that support this option will display an "Enable Custom Default Filters" button below the Enabled/Disabled columns section. The new section will display the filters that can currently be set for that list view. Below the filters section there is a "Disable Custom Default Filters" button so administrators can easily reset a list to the default filter values.
53741: 3.2: All dynamic list view elements now have Enabled and Disabled sections that allow administrators to choose which of the available columns should be displayed and the order of the displayed columns. If no columns are enabled, the list will display a default set of columns, therefore administrators do not need to configure list views unless desired.
Fixes
53816: 3.2 Fixed an issue where common adverse parties were not being listed in the adverse party summary column on reports.
53805: 3.2: People finder (red) searches will be faster when the option to strip the trailing "s" from last names is enabled.
53796: 3.2: The advanced filters for a grant are now grouped by type (Case, Timekeeping, Other).
53176: 3.2: Fixed a problem with site-specific multi-select lookup fields not displaying data in reports.
53169: 3.2: Changed the label on the Client Timeout value on the Admin / Client IP Address Ranges page to clarify that the value entered is minutes.
52718: 3.2: Corrected the tab label text on the organization merge log page.
52163: 3.2: Removed HTML tags from the Disposition History list view.
51949: 3.2: Increased the font size of the "Go to Today" link on the calendar.
51924: 3.2: The End Date on a calendar event will now properly format itself if the Start Date is entered without separators ('04012012').
Changes for March 22, 2012 - March 28, 2012
Effective March 29, 2012 for all demo sites
Effective April 6, 2012 for sites updated weekly
Effective May 4, 2012 for sites updated monthly
Fixes
53780: 3.2: The Custom Link Box side element available on the main profile can now display several static process links in addition to dynamic process links. Note that static links will display for all matter dispositions at this time.
53772: 3.2: Added an Active filter to the Tab Blocks list on the process management page. The filter defaults to showing active tab blocks.
53733: 3.2: Fixed an issue where the Total Credit field for obligations would show "N/A" if either of the substantive or ethics credits fields were empty on outreach records with obligation tracking enabled.
53727: 3.2: The 'Event' link in breadcrumbs will properly redirect to the Calendar page.
53716: 3.2: Added a new Legalserver Index value, "Q - Quick Intake Advice", in the Closing Code list in Admin / Configure Lookup Mappings.
53634: 3.2: Added optimizations that will display case lists faster.
51543: 3.2: The Download, Delete, Edit, and Add Subfolder text links will be replaced with icons on Ajax document lists.
Changes for March 15, 2012 - March 21, 2012
Effective March 22, 2012 for all demo sites
Effective March 30, 2012 for sites updated weekly
Effective April 6, 2012 for sites updated monthly
Enhancements
53656: 3.2: A running Timer can now be paused and resumed if administrators choose to enable the "Allow pausing a timer" feature on the Admin / Timekeeping Settings page. The setting is off by default. Note that pausing and resuming a timer will necessarily disable automatic entry of the start and stop times into the timeslip, and therefore also disable the automatic calculation of the time spent for that timeslip. This prevents accidentally overstating the amount of time spent.
53629: 3.2: There is a new "Document Templates" block available. The block has one configuration option, "Generate Documents from Templates". The purpose of the block is to allow templates to be selected during an intake, then automatically generated when the intake is completed. A typical setup would have the block on a intake form, without the generate option selected. This would display a multiselect list of templates. The block would also be put on the last step of the intake, with the generate option selected. This would not display anything on the form, but the documents would be generated when the form was submitted. Documents are generated in the background and automatically added to the case's Generated Documents folder.
Fixes
53678: 3.2: Fixed an issue where icons for the process steps of intake and auxiliary processes were not appearing (only affected live sites on Sunday 3/18).
53677: 3.2: Moved the Contact Merge Log and Contact Merge Queue links to the Contact Settings section of the Admin page.
53674: 3.2: Fixed an issue that was causing the edit and delete links to not appear on dynamic event profiles. (Hotfixed)
53083: 3.2: Fixed the "Full Name (Last, First)" column on the Case Data > Person table in reports to include a space between the last name and suffix.
Changes for March 8, 2012 - March 14, 2012
Effective March 15, 2012 for all demo sites
Effective March 23, 2012 for sites updated weekly
Effective April 6, 2012 for sites updated monthly
Enhancements
53644: 3.2: If Pro Bono Obligation Tracking is enabled, an Outreaches column will appear in the pro bono users list. Outreaches will also be a column and filter on the recommend pro bono list displayed by the Recommend Pro Bono/Other User link on a case.
53610: 3.2: The list of support tickets on the Admin / Support Tickets page has been improved to display the date the ticket was created, who submitted the ticket, and a snippet of the ticket description along with a icon to expand in place to the full ticket description, without needing to display the full ticket profile.
53581: 3.2: The Case Log list view available for the main profile page has a new Type filter allowing the list to be filtered by log type (activity, disposition change, note, etc.)
53569: 3.2: There is a new "Lock Step(s)" block available for use on dynamic forms. When a form containing this block is saved, that form (or step) in the process will be locked and no longer editable or visible. The form name will appear in the process steps grayed out and with a lock symbol. The block has one configuration option, "Lock All Steps". If enabled, submitting the form will lock that step and all previous steps in the process.
53488: 3.2: There is a new option in the Attributes section of reports in edit mode. "Disable nestloop" can improve the speed of reports that load slowly in some circumstances. The circumstances are the filters and columns on a report and the underlying query that is needed to produce the report based on those selections. Report editors may need to toggle this option on or off depending on the report. The option is off by default.
53133: 3.2: Steps (forms) in a process can now be skipped using a new save draft option. With some restrictions, this will allow a form to be saved in draft mode even if required fields have not been filled in. Certain fields such as applicant name and intake date in an intake process will still show a required field warning. To enable this on a form, administrators add the "Submit (Configurable)" block, check the new "Draft Save" option, and optionally change the text for the button label (recommended). Forms saved using a draft button will save any information entered on the form, and the form name will display an icon with three dots ("...") in the process steps in the taskbar. Different process completion rules apply for intake processes versus other processes. Intake processes cannot be completed unless all forms have been submitted with the standard "Continue" button that fully saves a form and enforces required field settings. If any forms in an intake process are still in draft mode, the Disposition block will display an instruction box listing the form(s) that have not been fully submitted. Attempting to submit the disposition form will fail with a required field warning, again listing the form(s) that must be fully submitted. For all other processes, a process can be completed with draft forms unless an administrator places the "Force Completion of Outstanding Processes" block on the last page of the process.
53132: 3.2: Contact profile pages can display a new Address List tab that shows a contact's address history. The tab is not enabled by default. Administrators can enable it on the Admin / Contact Settings page via "Show Address List Tab for Contacts".
Fixes
53449: 3.2: Fixed an issue with deleting records such as events that include a site-specific multi-select lookup field.
53244: 3.2: Additional indexes are being added to speed up people finder (red) searches when searching only for a last name.
53082: 3.2: Corrected the tool tip text for the Client Data and Standard column sections in the Add Column window in reports.
52761: 3.2: Fixed an issue where a certain series of steps entering notes during an intake could result in warning messages that note drafts could not be saved.
Changes for March 1, 2012 - March 7, 2012
Effective March 8, 2012 for all demo sites
Effective March 16, 2012 for sites updated weekly
Effective April 6, 2012 for sites updated monthly
Enhancements
53453: 3.2: The Conflict Search Results v2 block and the Adverse Party v2 block have new configuration sections that allow the columns displayed in search results to be re-arranged, enabled, and disabled.
53206: 3.2: Sites that have the GIS module enabled now have configuration options in the Family Information block and Adverse Party v2 block to do address validation, and will see address validation available when adding a case contact.
53203: 3.2: The Applicant DOB block has a new "Minimum Acceptable Year" configuration option. Entering "1900", for example, would not allow entry of a date of birth earlier than 1/1/1900.
Fixes
53561: 3.2: Prescreens that have been rejected, but then re-opened, will again appear on the Prescreens list.
53499: 3.2: Fixed an issue that could cause some intakes to be marked as completed after the first step was saved, causing the steps in the rightside to be hidden unless "Show Steps" was clicked.
53491: 3.2: Fixed an issue with creating calendar events from a case profile. (Hotfixed to all affected sites)
53484: 3.2: The List Referrals block will now display a warning that it cannot be used on the first step of a prescreen or intake process, instead of causing an error.
53472: 3.2: Fixed an issue that caused the links for incomplete intakes on the Cases/Matters list to open to a case profile instead of the intake process. (Hotfixed to all affected sites)
53463: 3.2: The "Right of Last" configuration option for fields on dynamic forms has been fixed.
53515: 3.2: Fixed an issue that could cause list views to not display. (Hotfixed to all affected sites)
53455: 3.2: Corrected the page title of the Litigation Overview page.
53450: 3.2: Fixed a problem that caused the In-Place Conflict Search block to not work properly when used on an auxiliary form.
53222: 3.2: Fixed an issue with the Login search box on the Timekeeping page that prevented more than one search from working in Internet Explorer without resetting the filters.
Changes for February 23, 2012 - February 29, 2012
Effective March 1, 2012 for all demo sites
Effective March 9, 2012 for sites updated weekly
Effective April 6, 2012 for sites updated monthly
Enhancements
52561: 3.2: Created the ability to add Organizational Case Contacts which functions similarly to adding individual case contacts. This feature by default is turned off for all sites, but can be enabled via Process Settings in the Admin tab. Setting -€œShow Static Add Case Organization Link In Profile-€ to yes will display the appropriate link on the case profile.
52954: 3.2: Additional recipients now appear in the body of a case note when a note is emailed to a case.
Fixes
53419: 3.2: Fixed the tags in the "Send Email" block so they now display the proper information.
53251: 3.2: There was a bug which caused new cases not to start with the two digit year "12-xxxxxxx". This was hotfixed to all clients. If there are cases in your system that begin with "69" please contact PSTI and we can run an update query to fix those cases.
53232: 3.2: For those clients using dynamic timeslips, we added a timekeeping block called "Display locked/posted message" that prevents users from viewing/editing timeslips that have been posted or locked.
53170: 3.2: Fixed issue where some Address blocks failed to properly add the county field when "Ask for County" was checked.
53108: 3.2: When creating a copy of a case via "Client Quick Add" and that case has "No Assets $0.00" for assets, that "No Assets" row will be properly copied.
53042: 3.2: For those clients who purchased the GIS module, we fixed a minor issue when returning to a step in a process with a validated address block. It will properly maintain the "Valid Address" setting instead of displaying "Unknown Address".
52854: 3.2: This was a three part ticket fix; 1. Changed the label on the configuration in the Case Contacts block to read (more appropriately)Litigation Contact Types. 2. Modified the instruction associated with that block to clarify that you're searching for all contacts and not a particular type if you choose to add a case contact. 3. The search is only querying active contacts.
52848: 3.2: Fixed an issue where the second line of an address was not always showing up on the Case Profile.
52151: 3.2: Instructions formatted as HTML will automatically use dots for unordered list (UL) elements.
52111: 3.2: Removed the extraneous whitespace in the print notes page.
Changes for February 16, 2012 - February 22, 2012
Effective February 23, 2012 for all demo sites
Effective March 2, 2012 for sites updated weekly
Effective April 6, 2012 for sites updated monthly
Enhancements
53192: 3.2: There is a new "Reload Button (Configurable)" block available for use on dynamic matter forms. In the default configuration, the button will clear any unsaved values on the current form, but stay on the form. An example use case is abandoning an intake before the first step is complete (and therefore before a new matter has been created). The new button can provide the same result as moving to another page in LegalServer and starting the intake process again. With the URL configuration option selected, the button will clear any unsaved values on the form, then redirect to the specified URL. Locations 'within' LegalServer can be specified, such as "/" for the homepage, "/calendar" for the calendar, etc.
53164: 3.2: If Cross Search Suffix/Last Name is enabled, a new search setting will ignore the following common suffixes ("Jr", "Jr.", "Junior", "Sr", "Sr.", "Senior", "Dr", "Dr.", "Doctor", "Esq", "Esq.", "Esquire", "II", "III"). This will prevent these suffixes from attempting to match last names. This setting is on by default. Administrators can disable it on the Search tab of the Admin / Top Level Navigation Bar page.
52923: 3.2: There is a new "Send Email" block available for use on dynamic forms. The block does not display any visible elements on a form. Administrators configure it to send an email, and optionally record a note, each time the form is submitted.
52671: 3.2: There is a new search setting "Strip Trailing "s" from Last Names when searching". With this setting enabled, a search for the last name Owen would consider Owens an exact match and vice versa. The setting is off by default. Administrators can enable it on the Search tab of the Admin / Top Level Navigation Bar page.
52638: 3.2: The Assignment Type filter on the Current Assignments list on the homepage is now a multi-select.
Fixes
53236: 3.2: Fixed a problem with certain extended and calculated fields causing an error in a Communication.
53199: 3.2: Phone numbers entered with periods (555.555.1212) will now automatically format to (555-555-1212) instead of displaying in red as an incorrect format.
53159: 3.2: Significantly reduced the processing time of reports using fields from the "Connection to Most Recently Closed Case" table (a subtable of the top level System Users table).
53149: 3.2: Fixed an issue which caused an error trying to delete a litigation record from a case.
53148: 3.2: Fixed an issue affecting e-transfers. Fields with a value of "no" or zero were not being transferred. (Hotfixed 2/16/2012)
53085: 3.2: Fixed an issue that caused an error if the Confidential Notes block on dynamic timeslips was configured to allow the notes to be emailed and included in e-transfers. (Affected only demo sites)
Changes for February 9, 2012 - February 15, 2012
Effective February 16, 2012 for all demo sites
Effective February 24, 2012 for sites updated weekly
Effective March 2, 2012 for sites updated monthly
Enhancements
53114: 3.2: There is a new "Coalesce" format available for text columns in reports. This format will force null and blank field values to be treated the same in the report, for example when using the aggregate feature to collapse rows and a null value in one record and a blank value in another record would otherwise be considered unique.
53025: 3.2: The Additional Assistance block has a new "Required" configuration option that allows administrators to require at least one type of assistance and amount to be entered.
51557: 3.2: The Admin / Client IP Address Ranges feature has been extended to allow connections from specified address ranges to be forced into a selected user role. Administrators could, for example, create a restricted user role and assign it to one or more address ranges. Users logging in from IP addresses within those ranges would only have the permissions assigned to that role. See the "Client IP Address Ranges" help topic for additional information.
Fixes
53124: 3.2: Fixed an issue with using a reject process other than the default option in the Disposition block.
53033: 3.2: When viewing a case, the client's name and case ID previously appeared in the page title, making that information appear in browser tabs, in emails sent using a browser's Send To feature, etc. This information was removed as a potential source of unintended information disclosure. The client's name would appear in a browser's history log, for example. Administrators who wish to have this information displayed can send an email to support@legalserver.org and we will re-enable it (after the effective date of this update on live sites).
53014: 3.2: Changed the column headings of the "Conflict Status" columns on the Cases page to "Combined Conflict Status" to reflect that the statuses displayed are a combination of the client conflict status and the adverse party conflict status.
52839: 3.2: Fixed an issue where matters created via Quick Case Copy and New Case for Client did not have proper intake assignment entries in the Assignments log.
Changes for February 2, 2012 - February 8, 2012
Effective February 9, 2012 for all demo sites
Effective February 17, 2012 for sites updated weekly
Effective March 2, 2012 for sites updated monthly
Enhancements
52688: 3.2: There is a new "In-Place Client Conflict Search (Group)" block available for use on group client intakes. The new block provides the same features as the existing "In-Place Client Conflict Search" block does for intakes on individual clients.
52198: 3.2: Timekeeping notes can now be emailed when using dynamic timeslips. Administrators can enable this feature by checking the new "Show Email Note" option in the Confidential Notes block.
50935: 3.2: Added a configuration option to the "Add Event" block available on dynamic matter forms that allows the office and program fields of the event to default to the matter's assigned office and program.
50535: 3.2: There are new tables in reports for reporting on electronically transferred cases: "Inbound Transfer Information" for items that were transferred in, "Outbound Transfers (One Row Per Transfer)" for outbound transfers, and "Outbound Transfer Outcomes (One Row Per Outcome)".
50189: 3.2: Added a "Total Per Problem Code Category" option to the "Add Time Totals Summary" additional display format in reports.
33277: 3.2: Added "Address Type" as a dropdown when adding addresses via the immigration form entry page.
Fixes
53005: 3.2: Fixed a problem with records properly saving in the rare instance that a module, for example Litigation, has site-specific fields, but all of those fields are multi-select lookup fields.
50847: 3.2: Fixed a problem in reports that prevented site-specific lookup fields saved to the report library from being added via the Add Column window.
Changes for January 26 - February 1, 2012
Effective February 2, 2012 for all demo sites
Effective February 10, 2012 for sites updated weekly
Effective March 2, 2012 for sites updated monthly
Enhancements
52641: 3.2: There is a new "Generate Note from Email Template" block available for use on case/matter forms. The block allows administrators to display preformatted note forms that can optionally be emailed. For example, an administrator could place the block on an auxiliary form, then create a link in the Actions tab of a case with an auxiliary process. The block displays a standard case note form. The Subject of the note defaults to the client's name and case number, but that can be removed or replaced with static text in the block configuration. The Body of the note is generated from the selected email template (which can be an empty template if a blank Body is desired). The size of the Body field can be configured as well. By default, the block displays a "Choose Recipients" button allowing the note to be emailed, but there is a configuration option to hide that button. The text appended to the email (if that option is allowed) defaults to a link to the case, but that can also be changed in the configuration. Administrators can use the block on as many forms as desired to provide multiple preformatted notes.
Fixes
52981: 3.2: Fixed a problem with the In-Place Client Search block displaying an "Error, retry" message instead of search results when the Search button was clicked. (Hotfixed to affected sites)
52864: 3.2: Fixed an error on timekeeping based reports that use the Total Settings feature. (Effective for all sites 2/3/2012)
Changes for January 19 - January 25, 2012
Effective January 26, 2012 for all demo sites
Effective February 3, 2012 for sites updated weekly
Effective March 2, 2012 for sites updated monthly
Enhancements
48148: 3.2: Added a "Last Logged In" field in reports to the top level System Users table. The field will display the date and time of the most recent login for each user. Note that this is a new field, so the information will only be collected prospectively (after this update is effective for a site, and for logins occurring after the update).
37386: 3.2: There is a new "Associated Calendar Events" table available in reports. The new table is under the top level Case Data table, and allows reporting on calendar events linked to matters.
Fixes
52919: 3.2: Fixed a problem that was causing broadcast events to not display if the calendar filter type was set to office or program.
52900: 3.2: Fixed a problem that was causing the Copy Prescreen process to create an incomplete intake instead of a prescreen.
52897: 3.2: Fixed a problem with missing "[Remove]" links on search boxes that allow adding multiple users to a record or report filter. If a user's name contained an apostrophe (O'Brien), no remove links would appear for that name or names following it.
52892: 3.2: New style document templates can now have fields mapped to a case contact's organization data, including organization name, start and end date, position, etc.
52871: 3.2: Fixed an issue causing the date changed on Case Status entries to display as being entered the date before the change. (Hotfixed to all sites effective 1/21/2012)
52803: 3.2: Fixed organization logins so that attempting to use an existing username will display a warning instead of an error page.
52621: 3.2: Fixed an issue that could cause a permission error to be displayed the first time a dynamic process was accessed by a user. The error was displayed only once per user role (once an Example user saw the error, no other users assigned the Example role would see it).
52611: 3.2: The Adverse Party Summary field in reports now includes any common adverse parties added to a case.
52362: 3.2: Fixed a problem with Internet Explorer not printing the "Selected Filters" section on reports. (Hotfixed)
50543: 3.2: Fixed a problem with importing a report from another site that has a different label configured for outreach records.
52926: 3.2: Fixed an issue in report filters based on number fields. Running a report with the between option on a number field filter, then changing that filter to the less than, greater than, or equal option -- without manually erasing the second number -- could return an incorrect number of rows. This update will properly clear the numbers when the between option is no longer selected.
52704: 3.2: When exporting a report to Excel, cells that are text type, but contain only numbers, will be exported as numbers instead of text. An example is the Legal Problem Code formatted to "First Word" on a report. For agencies that precede LPCs with two or three numbers, that column, although text type, contains only numbers and will export those numbers so Excel recognizes them as numbers.
48117: 3.2: Changed the 'View Event' link in the Event List tab to go to the view, not edit, event page.
Changes for January 12 - January 18, 2012
Effective January 19, 2012 for all demo sites
Effective January 27, 2012 for sites updated weekly
Effective February 3, 2012 for sites updated monthly
Enhancements
52794: 3.2: Added a "Processes - Download PDF" permission to User Roles. Users whose role has this enabled will see a "Create PDF" link in the taskbar when they are in a multi-step process (intake, editing eligibility, etc.). The link will generate a PDF "printout" of all forms (steps) in the process. In addition, there is a new side element "Create PDF" that can be added to dynamic profiles. It will display a tab in the taskbar labeled "Create PDF" and show a link for each completed multi-step process associated with that record. Each link will generate a PDF printout of all the forms (steps) in that process.
Fixes
52832: 3.2: Fixed an issue with exporting some list view columns to Excel; for example, the AP column in the Duplicates by Name report. (Hotfixed to all sites effective 1/17/2012)
52826: 3.2: Fixed an issue causing email addresses on profile pages to not display as clickable mailto links. (Note: If these links are still not clickable after the effective date of this update, administrators may need to rescan fields (Admin / System Field Management, Rescan Fields link in the taskbar)
52825: 3.2: If a user's profile was created by a dynamic process with no Folllowup Profile set, the system will attempt to redirect to an active dynamic profile instead of the static built-in profile.
52817: 3.2: Fixed an error that could occur when deleting documents. (Hotfixed to all affected sites)
52816: 3.2: Fixed an issue that could cause the wrong folder list to appear in the Folder dropdown when editing a document linked to a case.
52758: 3.2: Corrected the display format of dates and times on calendar events to use mm/dd/yyyy at hh:mm AM/PM. (Hotfixed)
52644: 3.2: Fixed an issue where the Conflict Status dropdown did not display when adding only a common adverse party to an intake with no other adverse party types.
Changes for January 05 - January 11, 2012
Effective January 12, 2012 for all demo sites
Effective January 20, 2012 for sites updated weekly
Effective February 3, 2012 for sites updated monthly
Fixes
52757: 3.2: Fixed an "Office field required" error when making a pro bono assignment on an incomplete intake.
52736: 3.2: Fixed an issue with the "Please select ... Option" in the Disposition block. Unchecking that option will again result in the Funding Code defaulting to the first eligible funding code based on list weight, instead of defaulting to "Please select". The option label has also been changed to "Please Select ... Option for funding codes" to clarify that the option applies to funding codes.
52719: 3.2: Fixed an issue where certain fields were not editable on the main profile. (Hotfixed to all sites)
52711: 3.2: Fixed the "Add Funding Code Contact" link on the grant profile page.
52701: 3.2: Fixed an issue with some dates and times being saved with the wrong timezone information. (Hotfixed to all sites)
52559: 3.2: When adding a case contact to a case and using the feature to search for existing contacts, the search box label has been corrected from Client Name to Contact Name.
52528: 3.2: When adding a document to a rejected matter, the Folder dropdown will properly display the folder(s) for that matter.
Changes for December 29, 2011 - January 04, 2012
Effective January 5, 2012 for all demo sites
Effective January 13, 2012 for sites updated weekly
Effective February 3, 2012 for sites updated monthly
Enhancements
52278: 3.2: The Admin / Outreach Settings page has a new "Show edit this outreach link" option that allows administrators who have implemented dynamic outreach to turn off the static link. The Admin / Calendar Settings page has a new "Event Create Process" dropdown option that allows administrators to specify the process that will be invoked when clicking on the New Event link on calendar pages.
Fixes
52652: 3.2: Fixed a problem that prevented closing cases received via electronic transfer. (Hotfixed to all affected sites)
52594: 3.2: Fixed an issue with publications packets being initially empty and requiring 'reprinting' from the queue history list. (Hotfixed to all affected sites)
52548: 3.2: The side bar Actions element now properly adds static links to dynamic contact profile pages.
52538: 3.2: Increased the font size for the text that appears when help text has been added for a field and your mouse cursor is placed over the question mark icon next to the field label.
52515: 3.2: Fixed an error that could occur when deleting a document associated with problem codes.
52510: 3.2: Fixed an issue where CSR Eligible would not be properly saved as Yes if the case closing form used branch logic and the CSR block was on branch logic forms instead of the primary form.
52457: 3.2: Fixed an issue with the taskbar Totals on the main timekeeping page not updating to reflect recently applied filters.
52385: 3.2: If a dynamic user creation process is active, the "Create New User" link on both the main Contact page and the main User page will invoke that process.
52258: 3.2: Fixed an issue with form elements not expanding and collapsing in Internet Explorer 9.
50985: 3.2: Column averages in reports now only display to two digits after the decimal point.
50593: 3.2: The Outreach Notes block available for dynamic outreach forms and profiles now displays the proper label and creates a non-singular general outreach note.