Added invoice and letter template merge fields, and more.
Enhancements
Invoice and Email Template Merge Fields
- When you include the merge fields [#MatterFileNum#] and [#Matter#] in the email subject line, the matter name and file number will be pre-populated
- New merge fields [#ClientPrimaryEmail#], [#ClientSecondaryEmail#], and [#ClientWorkEmail#] are added to the invoice and email template library. Using these will populate the email associated with client party.
Fixes
- When printing checks in Check Style Standard (both standard formats), and Voucher Formats 1, 3, or 5 and using the Long Month Date format with font sizes 11 or 12, user will be able to view the entire date according to your date settings under setup > my settings > user.
- User will not receive the error Unable to save credit card through client portal while voiding operating withdrawal transaction with the selection “Change Original transaction amount to $0.00”.