10.18.0 Update (January 28, 2025)
Simplified merge field for matters, and more.
Enhancements
Merge Field for Documents
For those who create document templates we have simplified the merge field database download. You do not need to navigate through a long list after you download the matter merge field database when creating a template for Matter by navigating to Setup > Document Template > Matter > Download Merge Field Database. For your convenience, we have separated the database for Matter Relations, Custom Fields, and System Fields so that you can download what is relevant to you.
To reduce the number of letters to be entered, we have truncated the commonly used merge fields in the following way:
- Matter → Mtr
- Relation → Rel
- Country → Ctr
- State → St
Fixes
- When user selects a color for emails, the M symbol will get updated with the color in Matter.
- After using the Change/Write-off function from Billing > Invoices, system will return user to the first page of the invoices grid.
- The Save button in the Matter Settings area will only be enabled when any changes are made to the matter’s settings.
- The Trust Ledger will display balances for only those trust accounts that have trust transactions and funds.
- The timer and the timesheet will display the same time irrespective of the tab from which they are accessed.
- When applying filters for Custom Fields, user will see the correct results.
- When adding a new client, the matter owner selection will be retained.
- In the firm dashboard, system will retain the user’s filter for timekeeper utilization.
- Custom Views will only display status changes if any modifications are made to the view.