2025-07-09 Release Notes

News

Welcome the July Cohort as they begin their onboarding journeys of discovery and wonder, and prepare to bask in the warm, comforting presence of Team Onboarding:

All involved are excited as Greater Bakersfield Legal Assistance prepares to go live next week.

Changes

🔄 Effective 2025-07-10 for demo sites, then 2025-07-18 for live sites. 🔄

🪄 API mavens should review the always informative, interesting, and ever changing API Changelog.

☎️ LS-114319: The Callbacks list view "Phone #" column will now display the preferred phone number on the case if the preferred phone number on the callback record is blank.

🔗 LS-114985: If you select some text in the Rich Text Editor then click the Add/Edit Link button (🔗) you can (not surprisingly) make the text a clickable link. What is surprising, and saddening, is that if your URL contains dashes or underscores like "https://superlegalaid.org/what-we-do/preventing_child_labor_exploitation" we're stripping out the dashes and underscores, leaving your link almost certainly landing people on a 404 Page Not Found. Not what you want. Not what we want. Not what anyone wants. So we're going to stop doing that.

⭐ LS-121230: Clinic appointment slots get a new Category field. One use case: You want schedulers to see which slots are being handled by someone who signs ASL. Category is a lookup field, so let your use cases for it run wild. Category is an available column on the Appointments list view, appears on the Upcoming Clinic Events list, scheduling pages, and many other helpful places.

⭐ LS-131828: There is a shiny new Supplemental Referral Notes field available. Why would you care, or use it? Because the text entered, say by an online intake applicant, will show up in the Referral Notes section of pending electronic case transfers pages. That's right, Virginia, your kids can see that text before they start an intake.

💳 LS-132110: The presence of the Matter Case Credits list view on one of your shiny Tab Blocks will no longer prevent you from editing said Tab Block.

🌊 📧 LS-132201: Should reminder emails created from your Workflow of wonder contain HTML tags? You said no. We agree.

💇🏻 LS-132367: Clicking Continue on the My Preferences page will now redirect you to the Home page instead of leaving you on My Preferences.

🐿️ LS-132374: The Current Assignment list view that powers most home pages has a filter for Legal Problem Code. Wouldn't it be grand if it was a multi-select filter? Poll results were a resounding "Yes!", so it will be.

Anniversary Celebration

Who: NWIRP

What They Do: Promote justice by defending and advancing the rights of immigrants through direct legal services, systemic advocacy, and community education.

Live with LegalServer: July 2009

Weather: 21/14C (69/57F) Cloudy.

Honolulu comparison: 28/23C (82/74F) Partly cloudy.