MM User Manual

Release History

Updated on

9.1.10.0
  • API
    • Added Zapier functionality for Leads
  • File Notes
    • Adjusted the default size on the File Note popup
  • Forms and eLodge
    • Form 47A - Added
    • Form 47PA - Added
    • Form 118 - Citizenship by Descent - Added Q30-35
  • Portal and Progress Items
    • Adjusted the default size of the Progress Item popup
    • Preferences - Improved the performance when saving Portal Preferences.
  • WCIQ
    • Fixed an issue with the WCIQ import when handling Local Currency values
  • Other
    • Added additional references to the field search (Alt + Q)
    • Other improvements to speed, security and performance.

 

9.1.9.0
  • Accounts
    • Fix a bug in the Disbursements Including Receipted Amounts report where invoiced disbursements with multiple receipts against the disbursement were being included in the total Amount Paid multiple times.
  • Documents
    • Letter Merge - Changed how folders are retrieved for create template window Templates - Created the destination folder for template if does not exist Templates - Added validation for template creation
    • Letter Merge - Changed save location for Classic MM compatibility
    • Templates - Fixed an error when trying to create a new template
    • Templates - New Merge fields for Primary Applicant Children
  • eLodge and Forms
    • elodge - 482 Subsequent Entrant - Fixed an issue handling 'Was this family member included in nomination"
    • elodge - 500 - Fixed various filling issues with the Student Visa
    • elodge - 820 - Fixed an issue when filling out a United Nations Laisse-Passer
    • elodge - 485 - Fixed issues with starting a new application after 1 July changes
    • elodge - 820 - Fixed issues with Character Declarations
    • elodge - Sponsorship - Fixed issues with mapping for Page 6 - 11
    • elodge - EOI - Added the ability to start an Expression of Interest
    • Forms - Form 118 - Citizenship by Descent - Added Q30-35
    • Forms - Form 118 - Citizenship by Descent - Added Q23-29
    • Forms - Added a progress indicator for form filling
  • Matters
    • Added a Citizenship Particulars section
    • Added Card Type 'Visa - Employer Sponsored' -> Link Type 'Subsequent Entrant' to the set of allowable link types
    • Added error monitoring to catch an error if documents are refreshing from matter tab events
    • Added Exemptions side panel + Added sections to Matter Base Templates/Matter Templates & existing matters
    • Change Primary Visa to Linked Visa and added the option to choose what type of Linked Visa.
    • Fixed an error that occurred when trying to create a new Family Sponsorship
    • Fixed an error when adding a Visa Applicant to a Family Sponsorship
    • Fixed an issue where the Family Sponsorship details were not saving when you clicked refresh
  • Portal and Progress Items
    • Messages - Fixed a bug that was causing an error when trying to create a new message
    • Messages - The list of files to attach now only shows local files for Matters
    • New default Portal Logo and change to prompts when refreshing portal or activating the portal
    • Preferences - Improved the performance when saving Portal Preferences.
  • Settings/Schedules
    • Settings - Made User Profile Screen more Resizable
  • VEVO/Batch VEVO
    • Added stops to Auto Logout if batch vevo is running or batch vevo window is open
    • Batch VEVO - Added a new warning message and activity log entry when performing a VEVO search of over 1000 entries
    • Batch VEVO - Added a random delay of 1 to 3 seconds when looping through Batch VEVO applicants
  • WCIQ Import
    • WCIQ - Fixed an issue that resulted in an error when trying to send a new WCIQ to a client created via batch import
    • WCIQ - Changed so that it no longer deletes Duties when changing between employed and unemployed
    • WCIQ - Enabled the ability to import Business Ownership Details
  • Other
    • Added a new request for phone number when logging a support request
    • Removed of Skype as an eMeet option Addition of Teams (Outlook) as an eMeet option Button changes
    • Updates - Added a warning to prevent two users trying to run database updates at the same time
    • Other improvements to speed, security and performance.

 

9.1.7.0
  • eLodge
    • VEVO - Fixed a login issue due to changes by immi
9.1.6.0
  • Accounts
    • Fixed an issue with the default Client Credit Tax Code
  • Client Detail
    • Fixed an error with the Client File tags
    • Added additional accreditation options for DFAT Approved Sponsor
    • Fixed an error received when attempting to change the default contact person
  • Emails
    • Fixed an error received when opening a captured email from the capture window
  • eLodge and Forms
    • eLodge: Added Student 500
    • eLodge: Added Student Guardian 590
    • eLodge: Fix an issue with the 417 type
    • Forms: Added Form 47BU
  • File Notes
    • Modified so that completion date is automatically set when marking the File Note as complete
  • Matters
    • Modified the handling of Representatives to allow for multiple Barristers
    • Fixed an issue impacting the saving of Sponsorship/Accreditation particulars
  • Open/Search
    • Changes made to Matter and Contact search to significantly increase search performance
  • Portal/Messaging
    • Fixed a bug with the appearance of the messaging side panel when bumping a message
  • WCIQ
    • Modified the handling of the important of Genuine Temporary Entrant details
    • Fixed an error that was received when performing an import where the person already existed in MM
    • Fixed a bug on the import window where labels were showing as variable names
  • Other
    • Added a More option to reset the Password on the login screen
    • Other improvements to speed, security and performance.

 

9.1.5.0
  • API
    • Added a basic Leads API for Zapier
  • Client Detail
    • Modified how Date Arrived and Onshore at time of decision handled in Visa History
    • Renamed Cancel button to Close for Client Portal Details
    • Added a  New Copy to Clipboard options on Client Summary page
    • Search History - Enabled track in Snapshot field
    • Search History - Display VEVO Search time in grid
    • Search History - Restrict Matters displayed in combo to be for the selected Client ID
    • Search History - Added line to Details of Search including username and date
    • Modified the Add Connection wizard to move the 'Connected To' fields down the list of fields so as to not cause confusion about the necessity of the field.
  • Contacts
    • Provided row copy functionality for contacts
    • New options to Export, Open Matter, Open Client on Contacts Used On tab
  • Documents
    • Fixed an error when previewing PDFs
    • Fixed an error when previewing emails
  • Emails
    • Status and Document Review Date and Responsibilities now operate for Emails that have been matched in Email Capture
  • eSearch
    • New 'Blank' option for Is Not Equal To filter - used in Batch VEVO Report
    • New Generate Template More button an Action button for Batch VEVO
    • New Generate Template Action button for Batch Import (Add Person)
    • Fixed the bug on opening an empty Visa table
    • Added icons and descriptions to legend
    • Auto sized columns in Visa table
    • Default VEVO login when doing a Batch VEVO Search
    • Check for default VEVO login account being null - when null the error was thrown
  • Matters
    • Change Applicant to Appellant for Appeals
    • Add Fill Settings for EOI Particulars (Auto tick Declarations)
    • Created Matter Templates for EOIs
  • Open/Search
    • New Shortcut Menu item for Search Recents
    • New Keyboard Short Cut Alt + R to open Search Recents
  • Reports
    • Added File Note Report and Transfer of Responsibility
  • Settings/Schedules
    • Allow Ctrl + F (find) for custom fields and also allow re-ordering of fields in field sets
  • Other
    • Improvements made to memory handling
    • Fixed an issue with 110% zoom

 

Still Need Help? Contact Us