AdvoLogix Matter Management Release (version number 1.148.x)
AdvoLogix has adopted a continuous development model where releases are made available in a monthly cycle. Each release may include new features, bug fixes, and/or minor improvements. The releases are not automatically pushed to your organizations but can be updated from the AdvoLogix Setup tab within our application. Click here for help upgrading your organization to the latest release of AdvoLogix Matter Management.
Improved Enhanced Listsā”User Experience
Search Within Enhanced Lists is Now Based on Salesforce Global Search
AdvoLogix has improved the user experience for the Enhanced Lists Lightning component. Users can search for text that returns relevant results based on user-entered English and acknowledges spelling mistakes, similar to how Salesforce Global Search functions. For more details, follow this link.
Budget Improvements
AdvoLogix has improved the budget layout by including key metrics such as child budgets and child budget roll-up information, as well as visualization metrics as a chart on the budget record view.
š Introducing an Improved Budget Detail Batch Edit Mode
Introducing a fresh take on your ability to create and manage budgets easily. You can now add, update, and remove budget details in batch mode with the ability to populate rates assigned to timekeepers or roles for the matters. For more details, follow this link.
š Generate a Budget AdvoDoc
AdvoLogix now ships with a pre-configured AdvoDoc Template to output a Budget as a PDF. For more details, follow this link.
New Fields Added
These fields must be manually added to the objects' respective page layouts.
AdvoLogix has added the following new fields:
MATTER OBJECT
-
Field Label: Days to Prepare
- Field Name: advpm__Matter_Preparation__c
- Type: Formula (Number)
TIME OBJECT
-
Field Label: Time Entry Lag
- Field (API) Name: advpm__Time_Entry_Lag__c
- Type: Formula (Number)
TASK OBJECT *found under the activity object
-
Field Label: Task Efficiency Score
- Field (API) Name: advpm__Task_Efficiency_Score__c
- Type: Formula (Number)
SKILL & CERTIFICATION OBJECT
-
Field Label: Year
- Field (API) Name: advpm__Year_Text__c
- Type: Text(100)
BUDGET OBJECT
-
Field Label: Budget Name
- Field (API) Name: advpm__Budget_Name__c
- Type: Text(100)
-
Field Label: Total Number of Child Budgets
- Field (API) Name: advpm__Total_Number_of_Child_Budgets__c
- Type: Number(18, 0)
-
Field Label: Total Fee From Child Budgets
- Field (API) Name: (advpm__Rolled_up_Fee_Budget__c)
- Type: Currency(16, 2)
-
Field Label: Total Expense From Child Budgets
- Field (API) Name: advpm__Rolled_up_Expense_Budget__c
- Type: Currency(16, 2)
-
Field Label: Total Budget From Child Budgets
- Field (API) Name: advpm__Rolled_up_Total_Budget__c
- Type: Currency(16, 2)
-
Field Label: Remaining Budget
- Field (API) Name: advpm__Remaining_Budget__c
- Type: Formula (Currency)
-
Field Label: Total Budget Percentage Remaining
- Field (API) Name: advpm__Total_Budget_Percentage_Remaining__c
- Type: Formula (Percent)
-
Field Label: Fee Percentage Remaining
- Field (API) Name: advpm__Total_Fee_Percentage_Remaining__c
- Type: Formula (Percent)
-
Field Label: Expense Percentage Remaining
- Field (API) Name: advpm__Total_Expense_Percentage_Remaining__c
- Type: Formula (Percent)
-
Field Label: Active
- Field (API) Name: advpm__Active__c
- Type: Checkbox
Fields Deprecated From the Matter Management Package
These fields should be removed from the respective page layouts of the objects.
AdvoLogix has marked the following fields as deprecated and will not be used by our app going forward:
MATTER OBJECT
- Expected Revenue (advpm__Expected_Revenue_Value__c)
SKILL & CERTIFICATION OBJECT
- Year (advpm__Year__c)
Bug Fixes
Version 1.148.2
- Resolved an issue with the Mass Edit/Update action buttons for accounts where users were unable to edit person accounts due to an error.
- Resolved an issue with the Matter Calendarā”component where users were unable to click the Today button to get to the current day within the Day View mode on mobile devices.
Resolved an issue with the Matter Calendarā”component where the red line was not displaying at the correct hour on mobile devices.
Resolved an issue with the Matter Calendarā”component where the red line indicating the current time was displayed on all days instead of the current day on mobile devices.
Resolved an issue with the Matter Calendarā”component where the filter reverted the calendar back to the current day/week on mobile devices.
Resolved an issue with the Matter Calendarā”component where users were unable to see the past events as a muted color on mobile devices.
Resolved an issue with the Matter Calendarā”component where users were unable to use the Focus Matters filtering.
Version 1.148.0
- Resolved an issue with the Billing Previewā”component where users could see the Next button when they were on the last page of data in the view.