Release Notes - OnePlace - Version 247 & 248

Owned by Vijay Motiramani (Unlicensed)
Last updated: May 20, 2018

Enhancements:


  1. OnePlace API v2.0 released to simplify the process for enabling the capture of matter feedback via forms generated by OnePlace
  2. Matter credential enrolment Lightning component to show a fee earner the matters they have worked on (driven by matter contacts) to allow them to register matters against their bio
  3. Lightning Component provided to show a clean view of the professional’s BIO
  4. Goal/Objectives module – version 1.0 released to early adopters
  5. Lightning New Contact wizard enabled for use on mobile and Lightning for Outlook
  6. New List Export to CSV to show Known By for the contact split into Known By Contact, Known By Firm, Known By Other. Please note this option will only work for lists that have less than 2000 list members
  7. Relationships at the Company Level – new way of displaying contacts and who they are known by so that the contact is only shown once and not repeated. This is a setting in the Lightning component. Also incorporates relationship strength/score
  8. Lightning Component provided to display structured feedback
  9. New Date field added on Invitee and Subscriber objects called “Date Delivered” for Vuture integration to leverage in future Vuture releases
  10. Batch Process option added to allow the Company of the contact on Known By Relationships to reflect their current company


Issues Resolved:

  1. Resolved issue where the Area of Interest Codes was not always cleared out when the compliance feature was enabled and a contact unsubscribed from the  interest
  2. Resolved issue with pop up message when deleting relationships and the user did not have the rights to delete the relationship
  3. The salutation field in the Lightning New Contact wizard is now populated with the values configured by the firm
  4. Issue with population of “No Company”  in the Lightning New Contact wizard has been resolved
  5. Issue resolved with validating contact being entered with Full Contact if you have the subscription for Full Contact
  6. Issues with the new Lightning Invitee Update component resolved with populating the correct values for Attendance and RSVP fields