Version 3.5 Release Notes

 

Version 3.5 Release Notes

Here are some of the highlights and updates from version 3.5.0. Note: You will be prompted to update Smokeball at some point during the next several weeks. If you are not prompted right away, don't worry. The update will be available to you shortly.

1. Matter Ribbon Changes

Matter Ribbon has changed. You'll notice three options for generating documents or forms

  • (1) Blank Letter: Create a blank letter with your letter head container
  • (2) Caption: Create a court caption to use for pleadings
  • (3) Form/Templates: Access the Form and Letter Library

matter_action_bar.png

2. Manage Form Shortcuts Sidebar

A new button in the Form Library was added to make it easier for you to create shortcuts of court and authority forms to specific folders. 

  • You can simply drag and drop a form into your folder from the sidebar.

manage_shortcuts.png

 

3. Time & Expenses Tab

time_finder.png

  

4. Real Estate Critical Dates Report

In this release, we have added specific critical dates columns depending on the state filter you choose. There are four (4) state choices: California, Illinois, New York, and other.  

Here is the list of the critical date columns that will appear by state:

California Illinois New York Other
Contract Date Accpetance Date Firm Contract Date Contract Date
Inspection Date Attorney Review Date Termite Inspection Date Attorney Review Date
Appraisal Contingency Date Inspection Date Mortgage Contingency Date Inspection Review Date
Mortgage Contingency Date Intent to Proceed Date Rate Lock Date Mortgage Contingency Date
Rate Lock Date Mortgage Commitment Date Contract Closing Date Rate Lock Date
Close By Date Title Commitment Date Time is of the Essence Date Clear to Close
Closing Date Closing Date Closing Date Closing Date

 

5. InfoTrack Integration

We have partnered with InfoTrack. To use InfoTrack services, you will need to establish an account with InfoTrack. There is a charge to use this services and you will be billed separately by InfoTrack.  

infotrack_orders.png

 

  

Full list of release items

 Issue Type
Issue key   
Summary
 Bug
SMOK-3904
Exporting a large number of files/folder from a matter to the desktop breaks and doesn't complete.
 Bug
SMOK-4360
Smokeball Question mark takes us to the US website
 Bug
SMOK-3826
Cant filter staff on main matter list
 Bug
SMOK-4424
QA: Tasks do not filter by staff member unless 'hide unassigned tasks' is ticked
 Bug
SMOK-3596
Unable to save Outlook appointment if calendar sync is turned on
 Bug
SMOK-4435
Calendar sync duplicating appointment due to unable to read Smokeball appointment ID from Outlook user properties
 Bug
SMOK-4399
Outlook add-in intermittent rendering error
 Bug
SMOK-4379
If you rename a replied email in Smokeball, when you reply to that replied eamil later, the rename will be lost
 Bug
SMOK-4347
Outlook calendar sync reverts Smokeball appointment subject change if the appointment is linked to a matter
 Bug
SMOK-4339
Outlook add-in can add duplicate emails to a matter if the email has been saved as a draft before sending
 Bug
SMOK-4334
Outlook add-in doesn't save matter ID in mail body when sending out email saved as draft
 Bug
SMOK-4328
Outlook email conversation view not associating matters correctly
 Bug
SMOK-4327
Outlook may fail to associate matter when receiving emails
 Bug
SMOK-4325
Calendar sync settings has my own calendar disabled in the list saying it is already syncing with my own computer
 Bug
SMOK-4283
Outlook may show "message has changed" error when sending emails
 Bug
SMOK-4223
Email marketing issues
 Bug
SMOK-4219
Calendar sync does not reliably turn on. 50% time you have to go back in 2nd time to enable for it to work
 Bug
SMOK-4035
Outlook error message when you open an email before Smokeball addin has initialized
 Bug
SMOK-4323
Calendar sync settings automatically deselects the calendar that has already been selected for syncing
 Bug
SMOK-4318
Envelope Issues Since Update
 Bug
SMOK-4293
BUG: If/Then statements showing up when sending automated documents
 Bug
SMOK-4448
Concurrency issue when removing files with removed items between your selection
 Bug
SMOK-4408
Race condition with repository notifications can cause Smokeball to crash
 Bug
SMOK-4386
Clio Integration: Removed Contacts are included in Initialization
 Bug
SMOK-4369
True/False Asks Not Automating Correctly
 Bug
SMOK-4359
Closing Statement - item that begins with "Earnest Money" will be automatically added as a debt on form
 Bug
SMOK-4355
Surveyors contact category not working - when adding a surveyor to a matter, that contact is not showing up under surveyors in the contact list. 
 Bug
SMOK-4348
Campaign Monitor Not Bringing Over Lists for Email Marketing
 Bug
SMOK-4332
Contact information not appearing
 Bug
SMOK-4320
The Matter file index may not refresh from the server if it has not been opened for a long time and there has been a lot of changes made since
 Bug
SMOK-4290
Addressee Block in containers is not returning the Street Address nor the Postcode (Name, Suburb and Postcode is coming through)
 Bug
SMOK-4289
Remove a trustee from a trust but they still appear linked to the trust
 Bug
SMOK-4285
RealEstatev2 reporting has never been deployed successfully (it is in teamcity but just deploys the NSB project instead of reporting)
 Bug
SMOK-4268
Bug: Editing a Contact from on an Organisation, reg number & authority is not saving
 Bug
SMOK-4266
Bug: Editing a Contact from on an Organisation, Birth and Death date controls behave like textboxes
 Bug
SMOK-4259
NullReferenceException When removing relationship
 Bug
SMOK-4258
Smokeball Docs window maximisation issues
 Bug
SMOK-4238
Smokeball crashing due to timing issue in Enhanced Observable Collection
 Bug
SMOK-4237
Smokeball version installed event only sent one per machine not per user
 Bug
SMOK-4217
Unable to select existing contact as corporation
 Bug
SMOK-4214
Null file name can cause duplicate right click option to not work.
 Bug
SMOK-4211
Changing matter type -> unable to email parties on matter
 Bug
SMOK-4210
Issue copying emails to another folder within matter
 Bug
SMOK-4190
Error when updating matter description: ArgumentException: An item with the same key has already been added.
 Bug
SMOK-4155
Bug: Set Adoptee Details not Pulling in correctly
 Bug
SMOK-4154
Bug: Trust Executed Date Doesn't Save
 Bug
SMOK-4150
File type icon column in document list on a matter will not remember the sorting column when moved after the first time!
 Bug
SMOK-4115
Surveyors are not showing in the 'Surveyor' contact folder after being added to a matter
 Bug
SMOK-4077
Changing who you are acting for on a matter leaves the matter data in an inconsistent state.
 Bug
SMOK-3903
Copy to Matter option doesn't work for documents searched for in main display
 Bug
SMOK-3822
Investigate issues with matter type configurations
 Bug
SMOK-3816
Appointment removal syncing issue
 Bug
SMOK-3769
Cannot distinguish row highlighting easily from background when selecting City/Zip.
 Bug
SMOK-3670
"Child Support Agency" Card should default to Business
 Bug
SMOK-3669
Rogue space in search label in form library
 Bug
SMOK-3598
Daily Digest: Insert the initials of Attorney Responsible and Person Assisting for each matter on the Daily Digest Email
 Bug
SMOK-3546
Matter View: Matter tag list (limit view and add scroll)
 Bug
SMOK-2704
Emailing PDF from matter - disable right click option Send > Email As PDF ...
 Bug
SMOK-3138
Creating a copy of a form no longer puts the word 'copy' in the name of the duplicated form
 Bug
SMOK-4294
Update custom ui framework to automatically resend local data
 Bug
SMOK-4291
Firm automation issues in staging
 Bug
SMOK-4176
Add backend ability to wipe out calendar sync setting per computer
 Bug
SMOK-4436
Auto matter reference sagas stay open for 5 days even if not needed
 Bug
SMOK-4407
Create Folder, Copy/Move to Folder/Another matter is not working properly
 Bug
SMOK-4387
InfoTrack Object Reference error
 Bug
SMOK-4346
Contact details window has double layers of close buttons on top when opened in a matter
 Bug
SMOK-4342
Layout won't save when description isn't set
 Bug
SMOK-4302
Chargify - remove billing zip as it is optional
 Bug
SMOK-4215
Logout script does not check new file upload queue
 Bug
SMOK-4188
Hidden Text is being unhidden on 'save and close'
 Bug
SMOK-4078
Veteran Details Layout - Count of cards increases each time it is opened
 Bug
SMOK-4062
Deleted entities automate differently to matter listing
 Bug
SMOK-4059
When a layout with empty database design path is used on the matter type, everything breaks
 Bug
SMOK-4025
Refactor some matter item listing code
 Environmental
SMOK-3704
Script to ensure Next Steps report is up to date
 Epic
SMOK-3686
InfoTrack Document Signing Integration
 Epic
SMOK-4349
Should be able to support uploading/downloading files of all sizes in Smokeball
 New Feature
SMOK-4312
Activity tracking - PDF files
 New Feature
SMOK-4311
Activity tracking - Excel
 New Feature
SMOK-4144
Create performance report tab for activities to track staff costing and actuals
 New Feature
SMOK-4143
Enhance time entry dialog window to support auto-time entries and show linked activites
 New Feature
SMOK-4142
Create Auto Time NSB Service to process activities  for auto time participants
 New Feature
SMOK-4141
Create Auto Time Configuration Option in settings
 New Feature
SMOK-4329
Send out an email when auto time entries are generated
 New Feature
SMOK-3810
Form Suite Subscription from the Form/Letter window to default to Matter state
 New Feature
SMOK-1324
Custom UI - Upgrade framework to use Layouts backend
 Refinement
SMOK-4139
Matter activity tracking
 Refinement
SMOK-4137
Memo - add duration
 Refinement
SMOK-4426
Auto time refinement
 Refinement
SMOK-4305
The Manage Form Shortcuts side panel
 Refinement
SMOK-4304
Managing Shortcuts to Smokeball's Distributed Forms
 Refinement
SMOK-3794
Adding Shortcuts from Smokeball's Distributed Forms
 Refinement
SMOK-4449
Add signing confirmation checkbox
 Refinement
SMOK-4365
PEXA / InfoTrack button
 Refinement
SMOK-4201
Document Refinements
 Refinement
SMOK-4322
Scanning through SB seems to scan the whole scan bed
 Refinement
SMOK-4202
Ability to have tasks assigned to no staff member.
 Refinement
SMOK-4286
Add loading window when right-click signing document
 Refinement
SMOK-4200
Hide calendar view in settings per firm
 Refinement
SMOK-4380
Add status bar to matter file list
 Refinement
SMOK-4138
Word activity tracking - keep track of time even if document is not saved
 Refinement
SMOK-4388
Stop Word launching as Admin
 Refinement
SMOK-4166
Data Backup wording needs to change
 Refinement
SMOK-3807
Make firm name in firm admin editable
 Refinement
SMOK-2657
Matter Info Referral Type Drop Down: Add "Friend", "Loan Officer", "Mortgage Broker", "Networking Group", "Seminar" & "Walk-in" clean up drop down menu option
 Refinement
SMOK-4306
Ability for users to disable sync to an old computer
 Refinement
SMOK-4412
timed fees are showing in the expenses activity drop down
 Refinement
SMOK-4385
Activity reporting - save original editing time
 Refinement
SMOK-4363
Add 'Person Assisting' Filter and Column to relevant reports
 Refinement
SMOK-4362
Change event list from 24hr time to am/pm time 
 Refinement
SMOK-4303
Script to fix contact import data
 Refinement
SMOK-4034
Update tray icon to check push notification server and for proxies
 Refinement
SMOK-4004
Clio Integration: Matter integration retry and client validation
 Refinement
SMOK-3730
Update confusing calendar context menu item
 Refinement
SMOK-4174
Create CSV export capability of a form suite
 Refinement
SMOK-4172
Add additional information to Form window
 Refinement
SMOK-4132
Firm Admin - Create User updates
 Refinement
SMOK-4086
Incorporate Time into Mobile App
 Task
SMOK-4171
InfoTrack Signing - Right click and sign functionality
 Task
SMOK-4079
InfoTrack - Enable for US
 Task
SMOK-4313
InfoTrack Signing - Hardcode Cient/OtherSide as parties
 Task
SMOK-4301
InfoTrack - Update settings page
 Task
SMOK-4158
Document Signing - Add person responsible option when inserting signing fields
 Task
SMOK-4134
InfoTrack - Investigate some data not being sent
 Task
SMOK-4093
Document Signing - Add additional Signing tags to Docusign/Infotrack integration
 Task
SMOK-4226
Investigate why mailing address is being set on Contact Import
 Task
SMOK-2849
Refactor current code to support S3 server side encryption whilst being backwards compatible with current method
 Task
SMOK-4092
Refactor the file download code in Smokeball to use the new method download direct from S3
 Task
SMOK-4069
Add matter next task data to the new matter list
 Technical Refinement 
SMOK-4391
Quickbooks Integration: Improvements
 Technical Refinement
SMOK-4257
Performance issue with workflow settings screen
 Technical Refinement
SMOK-4071
Layouts - Convert to MySQL
 Technical Refinement
SMOK-4341
Revert Embedded Interop Assemblies change (go back to True)
 Technical Refinement
SMOK-4297
Update logging in calendar sync so that it logs "INFO" level logs for each appointment synced during the initial sync
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