Version 9.12 Release Notes

Version 9.12 of the Smokeball Desktop App contains the following new features and refinements.

New Features

Multiple Persons Assisting and Introducers on a matter

You can now add multiple Persons Assisting and Introducers to a Lead or Matter. 

You can also assign tasks in a workflow to Other Person(s) Assisting.

The Assigned Matters widget has also been updated with the option to include Other Person(s) Assisting.

For document automation purposes, existing Person Assisting fields and Introducer fields will return the Primary Person Assisting and Primary Introducer indicated in the Matter Info section.

AutoTime support for the New Outlook Add-in (Beta)

The New Outlook Add-in for Smokeball Grow and Prosper+ (currently in closed beta) now includes AutoTime tracking for time spent drafting and composing emails. 

Refinements

Zapier trigger improvements

When updating a contact or matter that already has tags associated to it or when adding a new tag, this data can now be included in the Contact Updated Trigger. 

API and Webhook refinements

• Contact Tags and Matter Tags are now available in the Smokeball API and Webhooks.
• We have created a new File History API that provides a way for changes in matters to be tracked.

Notable Bug Fixes

• Fixed an issue were users were unable to assign emails to matters without opening the matter in Smokeball first.
• Fixed an issue where the Word and Excel add-in would get stuck and not be able to finish initialising.