myFirmData Release Notes
Release Notes: Version 1.5.4
This release occurred on December 5, 2023 and includes the following bug fixes: We corrected a bug that was not displaying recurring meetings correctly in the Calendar Report Type. Dates for recurring meetings are now shown correctly, and recurring ...
Release Notes: Version 1.5.3
This release occurred on September 24, 2023, and updated our subscription processing to allow for multiple products. This change will not be seen by our clients, but look for our product updates by the end of the year.
Release Notes: Version 1.5.2
This release occurred on April 26, 2023 and requires a full download of data. The updates included the following customer requests and bug fixes: We added the new Calendar Event Type fields to the Calendar Category under the Events Type Subcategory. ...
Release Notes: Version 1.5.1
This release occurred on January 15, 2023 and included the following customer requests and bug fixes: We completed our annual Security and Framework updates based on evaluation of the latest security and software patches for our code. Keeping your ...
Release Notes: Version 1.5.0
This release occurred on September 20, 2022 and included the following customer requests and bug fixes: Now you can Group By more than one field! We have added a Secondary Group By field under Criteria that will allow you you to group by one field ...
Release Notes: Version 1.4.8
This release occurred on September 1, 2022, and will require a full data download. The purpose of this release is to fix two bugs: We have corrected a bug that caused data from some custom fields to be unavailable in reports when a large number of ...
Release Notes: Version 1.4.7
This release occurred on August 19, 2022, and will require a full data download. The purpose of this release is to fix two bugs: We have corrected a bug that caused the update from 1.4.6 to 1.4.7 to freeze at the last step. We have corrected a bug ...
Release Notes: Version 1.4.6
This release occurred on August 16, 2022, after partnering with Clio developers to improve our ability to download large amounts of custom field data. We have updated our code to make this process more efficient, and we are continuing our ...
Release Notes: Version 1.3.7
This release occurred on December 6, 2021 and included the following customer requests and bug fixes: We have added a Hidden Fields section to our report builder that allows you to hide fields you need for Grouping or Filtering, but that you do not ...
Release Notes: Version 1.4.0
This release occurred on February 9, 2022 and included the following enhancements and bug fixes: We have completely updated the framework of our software which should improve the delivery of very large data sets, and will allow us to move forward on ...
Release Notes: Version 1.4.3
This release occurred on March 20, 2022, with the purpose of fixing a bug that caused the Activity Date in exported Excel and CSV files to be off by one day when compared to the Preview screen and Clio data. The issue was caused by our recent ...
Release Notes: Version 1.4.5
This release occurred on June 6, 2022 and included the following bug fixes: Cut and Paste is available on the Mac! We have corrected a long-standing bug that did not allow subscribers using the Mac to cut and paste within our product. Now you can ...
Release Notes: Version 1.4.4
This release occurred on May 5, 2022 and included the following customer requests and bug fixes: We added Related Contacts fields to our Matters Data! Now you can report on the following fields from the Matter, Billing, and Contacts Report Types: ...
Release Notes: Version 1.4.2
This release occurred on March 13, 2022 and included the following customer requests and bug fixes:\ We added the following fields based on requests from customers: Payment Amount excl. Taxes (Time Only) - Can be found under the Payments category, ...
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 1.3.8
This release occurred on December 14, 2021, with the sole purpose of fixing a bug that disabled the Run icon in the Saved and Delivered Reports sections for some clients. We have updated our code to now allow the Run icon to be used as it was ...
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 ...
Release Notes: Version 1.3.5
This release occurred on September 25, 2021, and is focused on improving the time it takes for firm's with large amounts of data to download and produce reports. We have increased efficiencies in the way that our program uses your computer's memory ...
Release Notes: Version 1.3.4
This release occurred on July 24, 2021 and included the following customer requests and bug fixes: We copied the Billing Calculations sub-category from the Payments Report Type to the Billing Report type, so these fields can be used in a wider ...
Release Notes: Version 1.3.3
This release occurred on June 21, 2021 and included the following customer requests and bug fixes: We fixed a bug that caused Custom Fields that were selected in Saved Reports to be shown incorrectly if additional Custom Fields were added in Clio. ...
Release Notes: Version 1.3.2
This release occurred on April 23, 2021 and included the following customer requests and bug fixes: We updated our Filter section to include field name headers: Field, Condition, and Value. We fixed a bug that caused our filters to incorrectly ...
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.
Release Notes: Version 1.3.0
This release occurred on March 29, 2021 and included the following customer requests and bug fixes: We updated our Filter to allow AND/OR logic, instead of just allowing AND Filters. We have also created Filter Groups that allow you to combine ...
Release Notes: Version 1.2.2
This release occurred on March 3, 2021 and included the following customer requests and bug fixes: We fixed a bug that caused any Contact Report Type including Matter fields to freeze while "Loading" the Preview Screen. This also affected some ...
Release Notes: Version 1.2.1
This release occurred on February 17, 2021, and fixed a bug that caused the Preview of a Payments Report Type to freeze when the Matter related to a Payment has been deleted. The Payment Report Type Preview no longer freezes when this data error ...
Release Notes: Version 1.2.0
This release occurred on February 6, 2021 and included the following customer requests and bug fixes: We added a new Payments Report Type that allows Payments to be matched with Activities in order to determine Fee allocation. We have also added a ...
Release Notes: Version 1.1.9
This release occurred on December 21, 2020, and fixes a bug that caused a data discrepancy in the Activities Report Type when Non-Billable Activities were included in the report. The correction now provides all relevant rows in an Activities Report ...
Release Notes: Version 1.1.8
This release occurred on December 10, 2020, and fixes a bug that caused a data discrepancy in the Contacts Report Type when Contact Activity Rates were included in the report. The correction now provides all relevant rows in a Contact Report when ...
Release Notes: Version 1.1.7
This release occurred on December 7, 2020, and fixes a bug that was causing some custom field information not to be shown when the custom field Title had a "." in it. The correction now allows clients to see all data in their custom fields ...
Release Notes: Version 1.2.9
This release occurred on March 29, 2021 and included the following customer requests and bug fixes: We updated our Filter to allow AND/OR logic, instead of just allowing AND Filters. We have also created Filter Groups that allow you to combine ...
Release Notes: Version 1.1.6
This release occurred on October 9, 2020, and includes administrative updates in order to prepare our application for the new Clio App Integration Experience. Open myFirmData from our new home inside Clio Manage! More information coming this week ...
Release Notes: Version 1.1.5
This release occurred on September 11, 2020 and included the following customer requests and bug fixes: We added the ability to report on Expense Categories for Activities, providing additional information about Hard and Soft Costs. We added a ...
Release Notes: Version 1.1.4
This release occurred on August 12, 2020, due to a bug in the Clio data that was causing our data download to freeze before completing for some customers. While Clio continues to work on the problem, this fix allows those affected to download and ...
Release Notes: Version 1.1.3
This release occurred on August 5, 2020 and included the following customer requests and bug fixes: We updated the Productivity Dashboard Tiles to use detailed payment data to provide more accurate collections totals. We fixed a bug in the Matters ...
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 1.1.1
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 1.1.0
This release occurred on June 5, 2020 and included a new menu item named "Delivered Reports." Under this menu item, you can find reports that the myFirmData Team have created and provided to help you run and create reports. We will be adding new ...
Release Notes: Version 1.0.7
This release occurred on May 17, 2020 and included the following bug fixes and customer requests: We added a Date Range Filter that allows you to run a report using time frames such as Last Week or This Year. This will allow you to save a report to ...
Release Notes: Version 1.0.5
This release occurred on March 19, 2020 and included a number of back-end administrative and technical updates to improve performance. Please email us at support@myFirmData.com if you have any problems downloading or using the product and we will do ...
Release Notes: Version 1.0.4
This release occurred on February 20, 2020 and included the following bug fixes and customer requests: We improved the initial download process to handle large amounts of data more efficiently. We fixed an error in the Matter Report Type that only ...
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