v9.2.0
New Features
| System Area | New Feature | Description | Contact Support to Use |
| Client Access | Create From Contact | Client Access accounts can be linked to or created from Address Book contacts |
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| Charge Approval | Dashboard | Added a new overview dashboard for the Charge Approval system | Yes |
| Timesheet | Hide Non-case Time | The option to add time to the timesheet, which isn't related to a case, can now be hidden
| Yes |
| Timesheet | Quick Add | Charges can be quickly added to the timesheet, utilising chargesheet charges | Yes |
| Custom Fields | Default Values | Custom Fields can now be assigned default values |
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| Custom Fields | Multi-Select Boxes | A new Custom Field type that allows for multiple choice |
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| Custom Fields | Inherit From Parent | Case Custom Fields have the ability to inherit their value from the parent case |
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| Custom Fields | Family Adjust
| Custom Field values can now be adjusted in bulk from the Family Adjust menu |
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Custom Fields
| Bulk Update Functionality | Custom Field values can now be adjusted via the bulk update tool in the report generator |
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Case Documents
| New Layout Options | New options have been added to the case documents table, including a small download link & a download and checkout link |
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| Workflows | Linked Document | A new linked document component is available in workflows |
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| Address Book | Applicants | New option for applicants to change the formal name input box to a single field for organisation names, and a three text fields with a title dropdown for person names
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| Incoming Correspondence | Navigation | New preference to return to list view, rather than the main menu in IC
| Yes |
| Scheduled Invoicing | Overnight Run | New preference to allow scheduled invoicing to run overnight
| Yes |
Permissions Updates
System Area
| Permissions Update
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Timesheet
| Read only users can now see descriptions in the timesheet |
Workflows
| Fixed the permissions level needed to edit preset tasks on workflows |
| Matter Details | Improved the display of notes for readonly users
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| System Admin | Resolved issue with system management displaying incorrectly for some roles
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Improvements
| System Area | Improvement | Contact Support to Use |
| Incoming Correspondence | Incoming Correspondence preview window now scrolls with the page
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| Scheduled Invoicing | Tweaked the display of invoice frequency for Scheduled Invoicing
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| Renewals | Improved calculation of currency fees for Renewal Period costs
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| Charges | Copy charge handles multi-currency better
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| Invoices | Improved discount handling for invoice crediting
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| System Reports | Added optimisations to allow the unbilled charge report to render more charges
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| Charges | Improved handling of discounts when copying charges
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Chargesheet
| Improved handling of money with 6 decimal places in the chargesheet
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| Address Book | Added a searchable dropdown for adding licensee and inventor contacts to a case
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| Documents | The title of the next/previous document can now be previewed by hovering over the links when viewing a document
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| Documents | Repositioned buttons on bulk edit documents for usability
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Timesheet
| Added the ability to go back to the timesheet from the chargesheet
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| Renewals | Improved handling of working in currency in renewals
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| Custom Fields | Custom Fields are now available in bulk updates
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Outgoing Correspondence
| Added "Equinox Generated" flag to outgoing correspondence in Exchange/Office365
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| Matter Details | Updated counts on matter tab links to improve performance Updated counts on matter tab links to improve performance
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Matter Details
| Added Espacenet links to NL patent cases
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| Transaction Log | Multiple task deletes now recorded in transaction logs
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| Goods & Classes | Improved display of designs in the goods and classes tool
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| Documents | All fields on a document highlight yellow after their value is updated
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| Matter Details | Added additional priorities for plant breeders rights |
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| User Interface | Improved the appearance of copy/move tools for tasks, charges and documents
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| User Interface | Made the Smart Letter popup adapt to the users screen size
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| Outgoing Correspondence | Added delivery method to the Smart Letter popup table
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| Tasks | Added Setup & Modified by as optional columns to master task list
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| Performance | Made optimisations for future infrastructure upgrades
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Navigation
| Visiting charges/documents/tasks now updates the recently access matters list
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| Recordals | General improvements to recordals
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Matter Contacts
| Added expanded address details to associated applicant/inventor/licensee section tabs
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Fixes
| System Area | Fix |
| Scheduled Invoicing | Scheduled invoicing correctly interperets renewals debtors on cases
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| Matter Contacts | Fix for displaying renewals and billing case contacts that differ to the "Who pays the bill"
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| Scheduled Invoicing | Fixed behaviour of 'show text' in invoices, for templates where no text should appear
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| Matter Commentary | Fixed display of commentary tab link on a case
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| Client Access | Fixed the layout of linked matters
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| Outgoing Correspondence | Changed typo Fax to Form in standard templates
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Internationalisation
| Corrected publication date to grant date in manage international registrations
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| Reports | Renewal Client column in reports selects the correct name
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| Timers | Resolved an issue where case related timers could overwrite non-case related timers
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| Charges | Fixed an issue when trying to filter by a number on the charges tab
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| Renewals | Show text in invoice value is preserved from the chargesheet item when adding renewals charges
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| Dashboards | Corrected URL for document links in dashboard widgets
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Reports
| Resolved issue with special characters in Excel report exports
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| Outgoing Correspondence | Made sure the chosen recipient is saved after editing an email
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| Client Access | Resolved an issue with the task importance filter in Client Access
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| Matter Contacts | Fixed the redirection after adding an authority
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