v12.0.1 was made available for release from 12/09/2024.
New Features
New Feature | Description |
CSV Charge Import | Charges can now be imported into Equinox via a CSV file. This can be accessed via System > CSV Data Import, dependent on account permissions. An example template file is available to download from within this section. |
Improvements
System Area | Improvement | Contact Support to Use |
Global Search | Updated global search handling so that when a different entity type is ticked (e.g. tasks, charges, documents), the search is carried out automatically rather than needing to click 'Search' | |
Global Search | Updated global search for documents with improved display, additional information shown, and the ability to filter by various document properties | |
Global Search | Updated handling for large data set systems to automatically return results when search term is more than 3 characters, rather than requiring manual search | |
Cases | Added display and filtering functionality for official numbers when adding linked cases | |
PTO Import/Comparison | Improved handling for trademark publication suggestions | |
Custom CSV Delimiter Setting | Added custom CSV delimiter setting in System > System Preferences. This will affect the output of CSV reports downloaded from the system, as well as the format used in the CSV import tools. | |
CSV Imports | Added case code column to CSV import log display |
Fixes
System Area | Fix |
Reports | Resolved issue with 'Next Renewal Date' report column causing duplicate rows in reports where more than one renewal exists on the case |
PTO Import/Comparison | Resolved issue with GB trademarks being linked to WP trademarks instead in some scenarios |