Release Notes - Packages 252.0 - 252.2 (September 2018)

Owned by Angus Thompson
Last updated: Oct 01, 2018 by Don Nguyen

Summary

System

  • Multi-lingual support for ~40 components in the OnePlace Solution, including: 

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  • ActivityDetail
  • ActivitySummary
  • Activity_Timeline
  • AlertMessage
  • AlertMessageMessages
  • AreaOfInterest
  • BeatonDebrief
  • BeatonDebriefMatter
  • ClientMarketFocus_Card
  • CompanyAddress
  • CompanyAddressCopy
  • CompanyAddressList
  • ConfigurationSetting
  • ConfigurationSettings
  • ContactAddress
  • ContactAddressChange
  • ContactAddressCopy
  • ContactAddressCopyContact
  • ContactNew
  • ContactRelationshipPlan
  • ContactRelationshipPlan_Contact
  • Contact_Duplicates
  • Contact_EmailCompliance
  • PrettyBio
  • PrettyBio_Edit
  • PrettyBios
  • WorkOnBehalf
  • AreasOfInterest
  • AreasOfInterest_Contact
  • AreasOfInterest_Function
  • AreasOfInterest_Publication
  • Fixed an issue with lookup and multi-lookup on mobile view.

Email Compliance 

  • Resolved an alignment/formatting issue with the 'Send Link' option.

Contacts

  • New Contact Wizard
    • Removed warning message in the new contact wizard when duplicate data isn't populated.
    • Fixed an issue where the new contact wizard wasn't properly deleting the record upon "Cancel."
    • Made some UI changes in the new contact wizard.
  • Fixed an issue with list members not being added to list if they have an exclusion reason.
  • Added a new custom setting called: List Include Excluded which will allow excluded list members to appear in invitee, subscribers or survey respondent lists. 
  • Refactored the contact trigger.

Matters

  • Fixed an issue in the matter description upon save.
  • Modified the UI for a clean experience.
  • Added global fieldset for languages to the permission set.

iManage

  • Fixed an issue with adding a new file in the iManage Component.
  • Added the iManage component to the client market segment component. 

IntroHive

  • Fixed an issue with deleting schedule jobs.
  • Changed daily schedule to 1 AM.

Feedback

  • Made the font size smaller in Feedback Contacts.
  • Fixed an issue where the staff mentioned wasn't getting cleared upon adding a new staff member.

OnePlace ERM

  • Changed the sync date to 6 months from the present.

Client/Market Segments

  • Added a new component to allow lookups to be used inflows.
  • Make Credentials Tab optional with the Tabs display option. 
  • Make the language used on the Credentials tab customizable. 
  • Added the matter number to the display and removed the All menu option. Also resolved a null issue in the server calling code.

Notes

  • Update to Notes to allow in Mobile Quick Action workflow.
  • Completed changes to the Notes Templates component to allow security to be set for Users and Chatter Groups.
  • Made an update to security group names.

Referrals 

  • Updated the referrals calculations to use a record type defined in custom metadata/setting.

Area of Interests

  • Fixed an issue in the Area of Interests component where not all subscriptions were being shown properly.









New Features 

Multi-lingual Support 

The feature will allow OnePlace lightning interface to the translated into the following languages (as required by clients):

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  • Albanian: sq
  • Arabic (Algeria): ar_DZ
  • Arabic (Bahrain): ar_BH
  • Arabic (Egypt): ar_EG
  • Arabic (Iraq): ar_IQ
  • Arabic (Jordan): ar_JO
  • Arabic (Kuwait): ar_KW
  • Arabic (Lebanon): ar_LB
  • Arabic (Libya): ar_LY
  • Arabic (Morocco): ar_MA
  • Arabic (Oman): ar_OM
  • Arabic (Qatar): ar_QA
  • Arabic (Saudi Arabia): ar_SA
  • Arabic (Sudan): ar_SD
  • Arabic (Syria): ar_SY
  • Arabic (Tunisia): ar_TN
  • Arabic (United Arab Emirates): ar_AE
  • Arabic (Yemen): ar_YE
  • Arabic: ar
  • Armenian: hy
  • Basque: eu
  • Bengali: bn
  • Bosnian: bs
  • Bulgarian: bg
  • Catalan: ca
  • Chinese (Simplified—Singapore): zh_SG
  • Chinese (Simplified): zh_CN
  • Chinese (Traditional—Hong Kong): zh_HK
  • Chinese (Traditional): zh_TW
  • Croatian: hr
  • Czech: cs
  • Danish: da
  • Dutch (Belgium): nl_BE
  • Dutch: nl_NL
  • English (Australia): en_AU
  • English (Canada): en_CA
  • English (Hong Kong): en_HK
  • English (India): en_IN
  • English (Ireland): en_IE
  • English (Malaysia): en_MY
  • English (Philippines): en_PH
  • English (Singapore): en_SG
  • English (South Africa): en_ZA
  • English (UK): en_GB
  • English: en_US
  • Estonian: et
  • Finnish: fi
  • French (Belgium): fr_BE
  • French (Canada): fr_CA
  • French (Luxembourg): fr_LU
  • French (Switzerland): fr_CH
  • French: fr
  • Georgian: ka
  • German (Austria): de_AT
  • German (Belgium): de_BE
  • German (Luxembourg): de_LU
  • German (Switzerland): de_CH
  • German: de
  • Greek: el
  • Hebrew: iw
  • Hindi: hi
  • Hungarian: hu
  • Icelandic: is
  • Indonesian: in
  • Irish: ga
  • Italian (Switzerland): it_CH
  • Italian: it
  • Japanese: ja
  • Korean: ko
  • Latvian: lv
  • Lithuanian: lt
  • Luxembourgish: lb
  • Macedonian: mk
  • Malay: ms
  • Maltese: mt
  • Montenegrin: sh_ME
  • Norwegian: no
  • Polish: pl
  • Portuguese (Brazil): pt_BR
  • Portuguese (European): pt_PT
  • Romanian (Moldova): ro_MD
  • Romanian: ro
  • Romansh: rm
  • Russian: ru
  • Serbian (Cyrillic): sr
  • Serbian (Latin): sh
  • Slovak: sk
  • Slovenian: sl
  • Spanish (Argentina): es_AR
  • Spanish (Bolivia): es_BO
  • Spanish (Chile): es_CL
  • Spanish (Colombia): es_CO
  • Spanish (Costa Rica): es_CR
  • Spanish (Dominican Republic): es_DO
  • Spanish (Ecuador): es_EC
  • Spanish (El Salvador): es_SV
  • Spanish (Guatemala): es_GT
  • Spanish (Honduras): es_HN
  • Spanish (Mexico): es_MX
  • Spanish (Nicaragua): es_NI
  • Spanish (Panama): es_PA
  • Spanish (Paraguay): es_PY
  • Spanish (Peru): es_PE
  • Spanish (Puerto Rico): es_PR
  • Spanish (United States): es_US
  • Spanish (Uruguay): es_UY
  • Spanish (Venezuela): es_VE
  • Spanish: es
  • Swedish: sv
  • Tagalog: tl
  • Tamil: ta
  • Thai: th
  • Turkish: tr
  • Ukrainian: uk
  • Urdu: ur
  • Vietnamese: vi
  • Welsh: cy

Conversion of the solution into an additional language for a client has an additional consulting cost.

OnePlace Settings

Our new OnePlace Settings console allows our consultants to more quickly and easily make amendments to an org's settings and configurations. 

Document Builder (in progress)

This product will allow firm's BD users to quickly an easily draft a proposal document or CV all from Word, and all from data stored and maintained in OnePlace.

Check out the full list of user stories we are addressing with this next version, and stay tuned for updates on aspects of this product as they are released in package updates soon.