4/24/2023 – 4/28/2023
Billing Enhancements, Documents filter Enhancements, Lead Docket Enhancements, and Bug Fixes!
Billing
- Users who have only guest permissions will no longer see the icons/nav options for Timesheet or the billing timer in the header
Docs
- Documents users now have the ability to filter files created and edited by a specific user or lists of several users, including Filevine System and Guest Users.
Lead Docket
- New Feature: Ability to move leads from a sub-status to any sub-status or status.
- Enhancement: Add last run and last run time as title tag on scheduled reports
Bug Fixes
- FIXED: The “Invoice Doc Link” column in the Report Builder again shows the name of the file and allows the invoice PDF to be downloaded.
- FIXED: An issue was identified where filtering in Documents and then reloading would cause the filter cards to disappear from view. This has been resolved.
- FIXED: Message template configured as plain text is set to send to referred to firm and a note is added.
- FIXED: Texting a lead where the lead and related contact has the same number, the text came in twice in Lead Docket. This has been resolved.
- FIXED: Referral groups were not in group name order in Lead Docket. They now display in group name order.
- FIXED: Sending a note on a referred lead with no referred to firm errored in Lead Docket. This has been resolved.
- FIXED: Adding or editing a custom field in Lead Docket tried to get FV selectors even if the CMS selected was not FV. This has been resolved.
- FIXED: Added info on edit Referred status if not configured properly to let user know that some key sub-statuses are missing in Lead Docket.
- FIXED: LeadsByOutgoingReferralSource report to prevent display of the report when required referral statuses are not configured in Lead Docket.
4/17/2023 – 4/21/2023
Vinesign Login Update, Vinesign and Lead Docket Quality of Life Improvements, and Bug Fixes!
Vinesign
- New login flow for Vinesign in anticipation of future SSO capabilities. Upon login, email will be checked before password is required.
- Vinesign previously excluded the {{ClientFullAddress}} Lead Docket merge code since it is multiline. Address fields will now merge as a single line when added to a Vinesign template.
Lead Docket
- Custom Statuses for Lead Docket has been released to all users. Read about statuses here.
- File custom fields search box is now case insensitive. All files matching search terms will return in search results regardless of title case.
- Added the ability to use custom fields in message snippets. Previously, this was only allowed for standard fields.
- The "edit message snippet" screen’s dropdown to "select a custom field to insert" is now searchable.
- Leads Report custom fields now exclude selecting a File Upload custom field to include in the report.
Bug Fixes
- FIXED: Previously, users in dark mode reported that while dragging a file to move or copy, the file name would disappear. This has been resolved.
- FIXED: An issue preventing users from deleting tags within the Tag Manager has been fixed.
4/10/2023 - 4/14/2023
Billing, Docs, Lead Docket Improvements, and Bug Fixes!
Billing
Bulk invoice actions are now captured/included in the audit report.
Lead Docket
- New Filevine Contact Search box to add Filevine Contact to Leads. This includes the ability to add a new Filevine contact right on the lead. Also allows you to limit the field to specific tags based on field-specific contact.
- New Button and field for File Upload within a Lead.
- Improvement to Automations: Automations will continue to run outside of business hours. We have also improved the resiliency of automations by triggering actions if a triggering event occurs while one automation is still processing on the same lead.
Bug Fixes
- FIXED: If the quantity for a templated expense was edited after the expense was created, then the invoice PDF showed a price of $0.00; that problem has been remedied.
- FIXED: In some situations, the Final Total was not showing correctly in the Billing Items report; this has been repaired.
- FIXED: Referral Status email was showing wrong calculations on prior 30-day referred cases in Lead Docket.
4/3/2023 – 4/7/2023
Documents Enhancements and Bug Fixes!
Documents
Recent documents now appear on the Documents page. This feature allows users to quickly access some of their most relevant files, streamlining workflows and enhancing user productivity. Learn more.
Bug Fixes
- FIXED: If a user overrode the default rate for a time entry, the API call for the invoice was returning the default rate, and not the override. This has now been remedied.
- FIXED: Select customers were reporting issues with links to specific deadlines not functioning. Instead of directing to a specific deadline event, links were redirecting the users to the Activity Feed. This has been resolved.
- FIXED: The referral email showed any referred date instead of the first referred date in Lead Docket.
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