Release Notes: Version 1.3.6
This release occurred on October 12, 2021 and included the following customer requests and bug fixes:
- We have updated our Preview with two customer requests:
- New hyperlinks allow you to access any Matter, Bill, Account, or Contact directly in Clio with just a click! This will make it easier to review the source of your data quickly.
- Expanded or Collapsed all of your Grouped items with the click of a button. Look for it in the upper right corner of our Preview.
- We have updated our Filter with two customer requests:
- A "Today" button on our Date Picker. This improves your reporting flexibility by allowing you to use Today with any Filter Condition.
- A Wildcard to the Contains filter condition. Just use an asterisk (*) when you want to filter on values that you only know parts of, like a last name that is difficult to spell.
- We added the following Delivered Reports under the Tasks category:
- Overdue Tasks
- Todays' Calendar Events
- We added the following Delivered Reports under the Matters category:
- Matters Closed Last Year
- Matters Closed This Year by Practice Area
- Matters Opened Last Year
- Matters Opened This Year by Practice Area
- We have corrected a bug that would stop the download process when a firm's data included time entries that did not have an associated Matter. The download will now complete with the missing data.
Release Notes: Version 1.4.1
This release occurred on February 15, 2022 and included the following enhancements and bug fixes: We have fixed a problem that was causing our Preview screen to freeze when new Date Range filters were applied to a report. All Date Range filters are ...
Release Notes: Version 1.1.1
This release occurred on July 7, 2020 and included the following customer requests bug fixes: We added the ability to report on Payment and Credit Notes in the Billing and Contact Report Types. These fields are critical to tracking payments and ...
Release Notes: Version 0.5.7
This release will completely reload your firm's data and includes the following bug fixes and customer requests: We added the remaining Calendar Entries Fields in the Calendars Report. We fixed an error that was introduced in our last release that ...
Release Notes: Version 1.1.2
This release occurred on July 9, 2020, and corrected a download problem that was reported when updating Payment information.
Release Notes: Version 1.3.1
This release occurred on April 6, 2021, and fixed a bug that caused data to be incorrectly excluded from reports when filters included fields where blank values exist. Filters are now handling blank values correctly.