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.
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