Equinox Version 8.4.0 was made available for release on the 3rd June 2020.
New Features
System Area | New Feature | Description | Contact Support to Use |
Workflows | Quick Preset Edit | New functionality allowing more streamlined editing of presets | Yes |
Workflows | Quick Working Instruction Edit | New quick edit page for working instructions on workflows | Yes |
Expressions | Round To Nearest | Rounding to nearest specified number now possible in expressions & mergecodes | Yes |
Improvements
System Area | Improvement | Contact Support to Use |
Workflows | Navigation improvements in the left menu | |
Documents | Secondary classification page displays information about it's usage throughout the system | |
Smart Templates | Letter Templates page now displays primary & secondary classification of smart templates | |
Workflows | Added create another option to creating a single task closing component on workflows | |
Expressions | Added option on mergecode expressions to specify container (for reference only) | |
Workflows | On workflow master list created additional checkbox for searching by workflow task | |
Workflows | Preset quick edit now allows the other custom dates in the step to be used as base date | |
Workflows | Improved navigation when deleting a checklist to take you back to the referrer and not always the checklist list | |
Workflows | When editing a preset task in workflows, there is now a quick create template button to quickly generate a letter template and attach it to the current preset task item | |
Workflows | Tweaked wording on preset edit screen for associated letter template to associated template | |
Reports | Charge reports can show the case billing contact for unbilled charges | |
Renewals | Added in new possibilities of date/year based grace periods into renewals date engine | Yes |
Renewals | Added in new days offset parameter into renewals date engine to allow for more flexible date calculations | Yes |
Renewals | New advanced renewals notices functionality | Yes |
Incoming Correspondence | Email to Incoming Correspondence now supports using the BCC and CC fields on forwarded emails | |
Global Search | Added pagination and adjusted search tables so that page can load faster | |
Address Book | Statutory contact set-up now recorded in history | |
Global Search | Now able change type of contact search when searching for contact | |
Address Book | Correspondence Country field now available for statuatory contacts |
Fixes
System Area | Fix |
Workflows | Fixed editing of close single task components |
Expressions | When adding an expression to a preset that is newly created the expression and answer will be correctly saved |
Charges | Updating charge info preserves inactive users set in user field (previously changed to first active user on any update) |
Incoming Correspondence | Read-Only users prevented performing certain actions on IC |
Charges | Prevent charge button disappearing after clicking when required field isn't filled out |
Mergecodes | Ensured all applicant/inventor details were available in custom merge codes, some where previously not |
Correspondence Management | When using correspondence management, billing contacts could show up when they were not actually at the billing location specified on the case. This has been resolved and now billing contacts only show up for the chosen billing location. |