v10.1.1 was made available for release from 11/07/2022.
Improvements
System Area | Improvement | Contact Support to Use |
Tasks | Added preference to show Pre-set Task ID on task details page, and add 'Task Preset Item ID' to report generator | Yes |
Matters | Added 'Split Single TM Class Countries' checkbox on National Rights tool, allowing you to choose whether to create one case per class for single class countries | |
Charge Rates | Added advanced applicant search in System > Charge Rates, to make it easier to select applicants | |
Timesheet | Updated timesheet day view to show time in hours/mins to make it consistent with other timesheet displays | |
Matter Contacts | Added preference to hide 'Add Additional Client' and 'Add Person to this Client' buttons on matter contacts tab | Yes |
Matters | Added option to select Trademark or Design structure for Goods and Classes, when inputting these on a non-standard Trademark or Design case (e.g. for Opposition cases) | |
Bulk Updates | Added ability to update foreign associates in bulk update tool, via 'Foreign Associates' option - also improved handling for bulk updating other associates, and UI improvements | |
Family Adjust | Updated family adjust tool to add a separate option for associates and foreign associates | |
Pre-sets (internal) | Added 'Equinox Portal ID' field to pre-set configuration screens, required for future IP Portal pre-set developments | |
Client Access | Added preference that allows all matter custom fields to be visible in client access reporting | Yes |
Fixes
System Area | Fix |
Matters | Resolved issue with incorrect contact types showing on copy case tool in specific scenario |
Global Search | Resolved issue with global document search on consultant level accounts |
Tasks | Reduced frequency of receiving an error advising the user has stayed on the page too long in unexpected scenarios |
Two Factor Authentication | Adding handling to prevent 2FA codes being sent twice when login button is double clicked |
UI | Various UI tweaks |
Address Book | Resolved issue with address book override rules |
Address Book | Resolved issue with storage of inventor addresses in database |
Bulk Update | Resolved issue with the ID of matter categories showing rather than the category name |
Documents | Resolved issue with sidebar opening when using download button from documents tab |
Client Access | Resolved minor issues when creating client access accounts |
System Wordings | Resolved issue with 'report' preference word not being used in the left sidebar |
Pre-sets | Resolved issue with pre-sets being triggered on Nationalisation of PCT cases based on the individual task base dates, rather than the pre-set primary base date |
Correspondence | Resolved date formatting issue in #PARENTTASK_DUEDATE# merge code |
Matter Contacts | Updated wording on authorities from 'Edit/Remove Foreign Associate' to 'Edit/Remove Authority' |