10.11.2 Update (June 14, 2024)

Add merge field in email subject line, use active contact filter for matter relation, multiple email delivery options, and more.

Enhancements

Merge Field in Email Subject 

User can now use [#InvoiceNum#] and [#ClientContact#] merge field in the subject line while sending an invoice or invoice reminder via email.

Matter Relation Filter

While adding a relation to a matter, the Contact Name lookup field can now be filtered by Active Contacts Only to get a list of active contacts in the drop-down.

Configure Email Delivery Option

When firms have multiple email recipients for invoice and invoice reminders, they can now configure under Setup > Firm Settings > Invoice Settings, the email delivery option to:

    • Send a separate email to each recipient and Cc the firm (Default)
    • Use one recipient in the To field and multiple recipients, along with the firm email as Cc 

Fixes

  • If you configure Split Billing using the option Split both Hours and Amount, system will split total hours and value for the timecard based on the split percentage configured for the main matter.
  • When a user with no trust bank permission edits the matter, system will not remove trust bank(s) associated with the matter.
Updated on June 17, 2024

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