Version 9.9 of the Smokeball Desktop App contains the following new features and refinements.
New Features
Matter-level permission restrictions for firm owners
Firm owner users can now restrict other firm owners from accessing specific matters.
In addition, matters and leads assigned to a firm owner who has been marked as former staff can be reassigned in bulk.
Restricting firm owner access supports conflict-of-interest protocols and compliance requirements, while bulk reassignment ensures uninterrupted access to matters when a firm owner leaves the firm.
Save attachments from email replies to the matter or lead
Replies to emails assigned to a matter will now support saving any attachments included in those replies, reducing the risk of missing important documents in email threads.
To control which types of attachments are saved to a matter, go to the Outlook and Notifications section in Smokeball Settings. Under Email Sync settings, you can choose whether Smokeball saves file attachments from reply emails, inline images (such as embedded logos and signature images), or both.
[NSW Conveyancing] Updates to eCOS and VOI buttons
The eCOS and VOI buttons in NSW Sale, Proposed Sale and Purchase matters will now redirect you to the relevant stage in the new InfoTrack One Flow Conveyancing workflow.
Refinements
Date validation
To prevent formatting issues and assist with accurate data entry, all dates in matters and leads must now be entered in the DD/MM/YYYY format in order to save. This applies to both new dates and any existing dates that are edited.
Updates to Zapier
We have added new Actions and Triggers that you can connect your Zap to:
New Actions:
- Create Lead/Matter now supports the following additional fields:
- Person Responsible
- Referral Type
- Referrer
- Billing type
- Update Contact
- Find a Matter or Lead
- Create an Activity Entry
- Create a Contact
- Create a Expense Entry
- Create Lead/Matter now supports Companies.
- The "Create Task" action can now be used when a task is either completed or incomplete.
New Triggers:
- When Task Status is Completed
- To update a Matter when the Matter Status Changes
- Triggers for New/Updated/Finalised invoices
- New Matter Updated - this can be specifically configured to fire by the user
We have also fixed the following bugs:
- The "New Fee" and "New Expense" Trigger was previously missing the "write off" field.
- When using sample test data, the "Load More" button wasn't responding.
- "Create Fee" and "Create Expense" Trigger was previously missing the ability to use the UTBMS "Task" and "Expense" fields.
- New Matter Trigger was not firing correctly when converting a Lead into a Matter.
Other refinements
- When searching for a form to attach to a task, the search function now allows you to search by the Form Number.
- Matter descriptions will now be displayed in a single line in the Time & Disbursements tab.
Notable Bug Fixes
- Fixed an issue where VOI status was display as 'In Progress' even though a VOI was not ordered.
- Fixed an issue where multiple versions of the same file and files from cancelled matters were showing in search results.
- Fixed an issue where notifications did not appear when a staff member was added to a calendar event.
- Fixed an issue where creating a memo that exceeded the character limit caused an activity with no related memo to be created.