v12.0.1 was made available for release from 12/09/2024.


New Features

New FeatureDescription
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 AreaImprovementContact Support to Use
Global SearchUpdated 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 SearchUpdated global search for documents with improved display, additional information shown, and the ability to filter by various document properties

Global SearchUpdated 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/ComparisonImproved 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 ImportsAdded case code column to CSV import log display


  

Fixes

System AreaFix
ReportsResolved issue with 'Next Renewal Date' report column causing duplicate rows in reports where more than one renewal exists on the case
PTO Import/ComparisonResolved issue with GB trademarks being linked to WP trademarks instead in some scenarios