August 2024 Release Notes

8/19/2024 – 8/23/2024

Conflict Check bug that was requiring Org Admin to run conflict checks in certain
scenarios fixed
The A2P banner at the top of the Advanced | Org Phone Numbers page will now show the correct status; before, it would display correctly upon first load and reload, but not after clicking into another Advanced section.
In some circumstances, the project billing section, Summary tab did not display the most up-to-date information when the invoice modal was closed, if action had been taken in the invoice modal that would update things; this has been remedied.

For Payments by Filevine users: a user was incorrectly required to have access to Advanced | Billing before they could use the “Collect a Payment” option on the invoice modal; that has been fixed
In Advanced | Billing Setup | Invoices, when changing Orgs, information from the prior Org could be displayed; this has been addressed

The in-app A2P registration form is now available in the Org Phone Numbers Advanced tool. Orgs that had previously registered will see the submitted information here. Read more about in-app A2P registration.
In Advanced | Billing | Invoices, typing in the “Search for a Project” box did not filter the list of displayed invoices; this has been tidied.
“District of Columbia” has been added as an available “state” for A2P registration purposes as part of the in-app form.

There are 3 new opportunity endpoints
- Disregard
- Lock
- Unlock
Lead Docket Contact ID is now a possible field you can add to Opportunity endpoints
Fixed: Email message or Note body text should properly turn this markdown into a link.
Fixed: Daily Summary message was using the lead created date for "Last Status Update" and "Last Attempt" when the lead status was not Signed, Closed, Referred, or Scheduled. It should now be using LastStatusChangeDate for these.
Fixed: Locked opportunities should not be clickable from top nav flydown