2026-11-04 Release Notes
News
🚀 Welcome the nice folks at Lawndale Christian Legal Center and Teamwork Englewood as they begin their onboarding journeys of discovery and wonder.
🚀 Be excited as Crossroads For Florida Kids prepares to go live next week.
Changes
👉 👉 Effective 2026-11-05 for demo sites, then 2026-11-13 for live sites. 👈 👈
🧙 API mavens should review the always-informative, interesting, and ever-changing API Changelog.
🗜️ LS-149727: Guided Navigation will start using the new expression editor. Intriguing.
📜 LS-150999: Adding Case Exclusions to a report via a custom column isn't hard, but it will be so very easy once the top level Case Data table gets two new fields: Case Exclusion Names and Case Exclusion User IDs.
🛻 LS-151191: If a site etransfers a case to you, you get the Referral Notes they enter. If you transfer it back to that site and enter Referral Notes, should they get those? In a word, yes, so they will.
📋 LS-151213: API case notes will never be particularly pretty, but they could be a little more human friendly, so we're going to make them such.
🗓️ LS-151225: The new calendar interface does not honor your Restrict Calendar Events to User's Office or Program setting on the Admin > Restricted Programs/Offices page. But it will after this change lands.
📜 LS-151228: The new report interface leaves a large blank space for filters in embedded reports, and said reports lack zebra striping (colloquially: alternating row background shading). Blank space removal and stripe painting are on the way.
📜 LS-151235: Long column headings in the new report interface are wrapping, but the ones at the bottom of columns are not wrapping the same, which doesn't help our dreams for somewhat tighter column spacing. Consistent wrapping will be done.
📜 LS-151289: Report date filters are off by a day in the edit panel of the new report interface and if you enter a date it gets changed to the day before. Respect for what you enter is on the way.
😔 LS-151291: Your site uses Advanced Grants Management and you have the Contract Terms Allocation block available on the user profile for a reason, so you were saddened when the block stopped displaying anything. If not joy, at least relief, is on the way.
⭐ ⭐ LS-151314: If you run an Online Intake site you will surely want to visit the Admin > Site Settings page and check out the shiny new things you can do to give people a friendly and useful Session Expired page. Don't miss the Preview link of wonder.
⭐ 📁 LS-151473: Have you ever wanted to manually specify a Google Drive folder for a case? If so, the new "Allow manual folder selection" option in the Google Drive - Create Case Folder block is your new favorite thing.
☎️ LS-151505: If you add the SMS Consent Preferences block to the first step of a prescreen or intake, would you rather see a nice note on the form saying you can't do that or a full page error? Surely you'll agree with our choice.
🧑🏭 LS-151513: Have you ever clicked either of the Export links on a report in Run Mode and wondered if it is doing anything? We all have. But now we'll see a spinner spin while the file is being prepared.
🚒 🧑🚒 LS-151222: The new report interface stopped displaying page numbers on reports with more than 20 results. Fix pushed out to demo sites on 2026-11-02, so this will be fixed on live sites on 2026-11-06.
🚒 🧑🚒 LS-151549: Clicking Run Report on Friday was a confusing experience because it removed the Export links and Data Options section, and morphed the Filter Options section into something people didn't recognize. Fix pushed out on 2026-10-30 at 12:20 PM Eastern.
LS5 Interface
⏳ LS-144133: The Show Timeslips option in the Primary Funding Code block doesn't show the timeslips in LS5 nor does the static edit funding code page on a case. But both will.
📒 LS-146444: Case Note List block option "Show Note Body as Expanded Initially" does not work in LS5. Option workage on the way.
🔍 LS-150208: LS5 Search gets a new Full Text option in the Advanced section of the search window. Hint: It's searching the full text of documents.
🔎 LS-151113: LS5 Search result cards will start showing the Case Title field if a case has such, and will display the Short Name of Case Title if you have changed it.
🙈 LS-151155: The LS5 case header is still displaying even if you are restricted from viewing a case, exposing phone numbers, phone notes, and the case's disposition.
📋 LS-151158: If you remove more than one field in the Fields dropdown on an LS5 list, you may get a "Reload page" button that doesn't, and no rows of data. Field removal repair is on the way.
📑 LS-151223: Tabs in a tab block in LS5 sometimes show the content of a different tab than the one you clicked on.
🫰 LS-151245: The Financial Information block's "Expenses Only Appear When Income is ineligible" works in LS4 but not LS5. LS4 parity will be achieved.
💯 LS-151295: The Tasks list view only has 2.3% LS4 parity. Full, complete, 100% parity is on the way.
🏯 LS-151348: The Organization search and select field that may adorn your Outreach forms displays "&" instead of ampersands in the organization names and the search results are incomplete in LS5.
ℹ️ LS-151472: A form with several Instruction elements with a lot of text in them can result in overlapping text in LS5. Display improvement on the way.
✏️ LS-151477: The Edit pencil on a case note disappears at a resolution of 1088 × 768 or less. Pencil permanency patch on the way.
🔳 LS-151615: Create Task and Create Event in the CalendarRules integration are buttons in LS4, squished text links in LS5. We found some nice buttons. And will use them.
Anniversary Celebration
Hiscock Legal Aid Society (hlas)
Live with LegalServer: November 2014
Syracuse Weather: 24/13C (75/55F) 5% chance of rain.
Honolulu comparison: 27/25C (80/77F) 7% chance of rain.