v10.0.0 was made available for release from 01/04/2022.


New Features

System AreaNew FeatureDescriptionContact Support to Use
UI
Dark ThemeDark Theme added to system, this can be set in User Preference > Display

TasksCustom FieldsCustom Fields added to tasks, these can be configured in System > Custom Fields
ReportsSchedule Special ReportsSpecial reports can now be scheduled via Reports > Scheduled Reports
System ConfigurationDropdown Manager
Comprehensive dropdown manager added to System > Manage Dropdowns, allowing values for standard system fields to be configured via the system
Correspondence
Document folders linked to Smart TemplatesSmart templates can be assigned a folder, and then when generated/saved to Equinox they are saved to the defined folder automatically

 


Improvements

System AreaImprovementContact Support to Use
UI
General UI improvements and refinements
ReportsAdded charge 'Paid Date' field to report generator
ReportsAdded charge 'Associated Location' field to report generatorYes
IP PortalAdded in company description field to UI
Correspondence
Added support for #SUBCATEGORY# merge code to templates
CorrespondenceAdded support for #STATUS# merge code in email subjects

DocumentsAdded handling to prevent a user checking out a document via 'Edit document' when the document is already checked out
FinanceAdded support for 3 decimal places in Canadian Tax Code system


  

Fixes

System AreaFix
MattersResolved issue with closed date not displaying on matter details page in specific scenario
TimesheetResolved issue with negative time not being included in timesheet totals
MattersResolved issue with apostrophe in applicant address causing display issue on hover
Register LinksResolved issue with INPI register link for FR cases
Custom FieldsResolved issue with removing/updating values for multi-select custom fields in system configuration