Fixed an issue with the eLodge window not retaining zoom level
Reports
Added a Reference number column to VEVO Search using Excel
Settings
Fixed an error received when trying to delete an Estimate Template already in use
Other
General performance improvements
9.2.11.0
Client Detail
Fixed crash when pasting personal particulars in Passport/Travel Docs
Documents and Templates
Added merge fields for Sponsorship and Nomination Particulars
eLodge
Fixed an issue with eLodge not selecting default login
Progress Items
Added the ability to move Progress Lists in Settings to different Categories
Other
General performance improvements
9.2.10.0
Client Detail
Fixed crash when pasting personal particulars in Passport/Travel Docs
Contacts
Added alternative reference validation check to contact details side panel
Added expand option for contacts popup
Documents
Added Matter Name column to Document detail grid and populate when possible
Matters
Added a Citizenship type dropdown for Matter Category/Type/Stream
Added Decision Letter Date to Decision Details and Appealed Case Decision Details. Label change (Deemed Notification Date)
Add Canada Provinces to Intended Location list
Fixed an error received with Witness Rows in Summary Grid
Messages
Fixed an error received when generating a WCIQ message
Reports
Added Decision Letter Date / Deemed Notification Date to Reports
Added a new Matter Responsibility Report
Settings
Data Types - Added Family Sponsor to '600 - Visitor' Stream: Sponsored Family
Matter Sections - Groups Processing will be now available as Sub-Section within Visa Particulars by default for 600, 155 and 157 Visa Types
Snapshot
Improved the UX of saving dashboards
Modified the UI of the widgets to make numbers easier to read
Other
Added export to excel options to all data type settings AND Matter Types
Fixed a bug affecting custom Drag/Drop for Sections (Base Templates, Templates, and Application Sections)
9.2.9.0
Client Detail
Feature created in Connection > Identity > Passports to allow users to capture Date of Birth shown in the document as distinct from generally recorded DOB
Documents and Templates
Various enhancements to the Document tab including New Go To Client option in the Documents Search window
Fixed an issue with the ordering of Merge fields
Messages
Fixed an issue with the formatting of dot points
Reports
Added a Report for managing Document Responsibility
Other
Speed improvements for Global Search
Fixed a bug when saving Preferences that prompted the user to confirm a change for an item that hadn't been changed
9.2.8.0
Forms/eLodge
New Chrome Driver update
9.2.7.0
Client Details
Fixed an issue where the Sponsor Name was not appearing on a Matter Cover Page if imported via batch import
File Notes
Fixed an error when editing the Cover Note of a new file
Forms/eLodge
Added Form 1007
ART - added the ability to automatically save ART reference numbers
Matters
Added the ability to link Review/Appeal matters to the matter being appealed
Fixed an issue where the Visa Applicant was not being added to a linked matter when using the link wizard
Messages
Templates: Fixed an invalid URL field name in message templates
Other
Added the ability to use Ctrl+S on all forms that have a save button
Other improvements to speed, security and performance.
9.2.5.0
Client Details
Under Business Skills, added fields for Date of Initial Involvement, Ownership/interest % for the best 2 of last 4 financial years, Net Assets of the business and exchange rates:
Documents/Templates
Fixed an issue with the Estimates grids not merging
Fixed an issue when trying to duplicate a template
Forms/eLodge
Fixed an error when merging Form 47SV
Matters
Fixed an issue with two dates for the same purpose
Fixed an issue when trying to set the Decision Maker on an Appeal
Fixed an issue with the New Matter type not being alphabetical in order
Open/Search/new
New Matter Wizard - Modified the layout of the new matter creation panel to make it easier to select/read the template dropdown
Other
Other improvements to speed, security and performance.
9.2.4.0
Accounts
Costs - Added the Costs entry form
Estimate Templates - Added the ability to create a duplicate of an existing template
Receipts - Added the Client/Trust Receipt form
Settings - Added an 'Other' Jurisdiction for Cost, Fee and Disbursement codes
Client Detail
Address History - Modified the behaviour of copying an address from the Residential Address to the Address History to include the ability to set dates at the time of copying.
Assets and Liabilities - Fixed an alignment issues on the Asset and Liability side panel
Business Financials - Changed the behaviour so that adding a row for a Business also adds the financial row by default
Business Skills - Fixed a bug with the currency dropdowns so that they are now able to be edited
Business Skills - Modified the layout of Net Assets to allow the recording of additional years
Changed the term 'Organisation' to Business/Entity to provide clarity
Character - Added the status of 'Committed but Not Charged'
Health - Updated the question text for mobility
Humanitarian - Added additional fields for tracking claims in other countries
Income History - Added fields for “Main Source of Income” and “Country of Issue”
Menu - Fixed an issue where the menu labels on the left side panel ran over multiple lines in certain resolutions
Occupational Registrations - Added option to capture Level to Occupation Registration details
Other - fixed an issue where MAC users would see a white box appear when opening a Matter window.
Other - Standardised the colour for Add and Save & New buttons
Passports - Added the ability to record Place of Birth as shown on the document
Qualifications - Fixed an issue where Qualification Status was not being saved while updating a Qualification record
Humanitarian - Fixed an error that occurred when changing Humanitarian claim rows
Documents and Templates
Documents Tab - Added the ability to import documents from the local device via the interface in Documents Tab
Documents Tab - Added the option to 'Enable Drag and Drop' to more locations to make it easier to enable/disable.
Letter Merge - Fixed an error that occurred if no logo had been set in Preferences
Letter Merge - Fixed an issue where templates were not visible to certain subscribers
Letter Merge - New fields added to Letter Merge for ClientDateOfBirth, ClientMainPassportCountry, ClientContactPrefix, ClientContactPreferredName, ClientContactGivenNames, ClientContactFamilyName, ClientContactFullName, ClientMaritalStatus, ClientSpouseFirstName, ClientSpouseFamilyName, ClientSpouseFullName, ClientSpouseDateOfBirth
Forms and eLodge
eLodge - Added Partner Sponsorship
eLodge - Added Skills Select for Skilled Visas
eLodge - Added VETASSESS Skills Assessment
eLodge - Fixed various bugs encountered when filling out Student Visas
Forms - Fixed various bugs encountered when filling Form 47PA
Forms - Added Form 47PA
Forms - Form 118 added
Forms - Form 1249 added
Forms - Form 1424 added
Forms - Form 1447 added
Forms - Form 160 added
Forms - Form 929 added
eLodge Logins - Modified the behaviour so that it is no longer possible to create duplicates of the same login
Forms - Modified the form downloader to no longer attempt to download deprecated forms
Login and Security
Login - Modified to allow the user to minimise the login window
Matters
Commissions - Fixed an error received if the user had not previously added any Commission Codes
EOI Particulars - Added the ability to link to an existing Matter
Nominations - Added additional fields to better handle intra-company transfers
Other - Added tooltips for Email and Add To wizards
Visa Particulars - Added the ability to link Student Guardian to Nominating Student matters
Visa Particulars - Fixed an error that occurred in certain situations when trying to change the Visa Type
Open and Search
New Matter - Fixed an issue where after creating a new Matter, the app was not opening that Matter
New Matter - Modified the New Matter wizard to show additional rows in grids
Portal and Progress Items
Portal - Fixed an issue where documents uploaded via the Portal were not being allocated to a Matter within a Client File.
Portal - Fixed an issue with the merge fields not populating for Portal Expiry emails
Portal Activation - Added a warning on Portal Activation when missing a Default Contact Person
Progress Item - Updated icon list to show correct icons
Preferences
eLodge Preferences - Fixed an error that occurred after adding an additional user to Immi account access
User Preferences - Added a user preference titled “Show Profile name in App Header” which will display the database Profile across the top of the app
User Preferences - Added an option to collapse the Timeline side panel by default
User Preferences - Added the ability for the user to have the Cover Note side panel always remain open
Reports
Reports - Added a new report for showing and changing document responsibilities
Reports - Added a Staff History report to show data from the employee records added to a Business Client
Reports - Fixed an issue where dragging the order of report fields did not keep scrolling the order window. Also added right-click options for sending a field to the bottom or top of the list.
Schedules
Data Types - Added additional Skills Assessment options
Matters - Added a new section to handle AAT logins
Matters - Added a new Type and Matter Template for '489 - Skilled - Regional (Subsequent Entrant)''
Matters - Added a new Type and Matter Template for 491 Visa
Matters - Added a new Type and Matter Template for the Pacific Engagement Visa
Matters - Added new Types and Matter Templates for Workplace Justice Visa; 858 - Global Talent Expression of Interest, New Subsequent Entrant Visa Types
Web Questionnaires
WCIQ - Added Resident Return Visa (basic) option
WCIQ - Added WCIQ for Compliance checks/passport and address updates
Webleads / Leads
Leads - Change the icon for Leads
Leads - Changed Possible Jurisdiction and Possible Type to dropdown fields that align with the Matter types list
Other
Batch Import - Modified the behaviour of the import to permit 1 person to be assigned to each staff role
Fixed an issue impacting the ability for users to connect to the Melbourne Azure servers
Quick Access Toolbar - Fixed an issue where the Quick Access Toolbar did not remember previous changes after logging out
Other improvements to speed, security and performance.
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