HowNow X Release Notes

August 2020

HowNow 10.0.0.237 

Improvements & Enhancements

Resolutions

  • DB Script updates for Column Sort Order issues | HH-2604, HH-2787
  • Optimised the loading of the splash screen | HH-2842
  • RowID's now reorder correctly on deletion | HH-2910
  • Record Duplication errors have now been resolved | HH-2914
  • Record Locations integration with Visibility improvements | HH-2936
  • Resolved Record Location RowID movement issue | HH-2972
  • Improvements made to how the UI is handled to prevent GUI issues appearing | HH-2898
  • Performance improvements to the Personal Details area | HH-2868
  • Records saving to a job now show the correct Client selected | HH-2929
  • Options for scheduling have been standardised to prevent date issues | HH-2927



August 2020

HowNow 10.0.0.229 Pre-Release

Improvements & Enhancements

  • When Echo Profiling functionality is cancelled all documents can be cancelled | HH-2439
  • Software updates will now check every time HowNow restarts and not just once per day | HH-2555
  • Improved messaging in Knowledge dialogs | HH-2422
  • Improvements made to Records Import functionality | HH-2051
  • Introduced Echo Profiling for Emails | HH-2501
  • Performance improvements made to indexing | HH-2478, HH-2648, HH-2652
  • Change to Contact length in Phone DB field | HH-2588
  • Improvements to creation of Tasks with no Job association | HH-2621
  • UI update to Records Profile | HH-2577, HH-2645
  • Improved Echo Profiling by adding the ability to cancel all documents | HH-2486
  • Database Performance improvements | HH-2655, HH-2656, HH-2494, HH-2657
  • Employees area shows Active by default | HH-2613
  • When adding a Record and assigning a Task, the Task status can now be edited | HH-2638
  • A new dialog shows when attempting to open a Smartlink for a Record that doesn't exist in the database | HH-1359
  • Improvements made to Data Record conversion functionality | HH-1961
  • 'Clear Selection on Search' is now unchecked by default when in the Contact Select form | HH-2701
  • My Procedures has been removed due to End of Life for this functionality | HH-1521
  • Improved the auto selection of the EntityName when profiling a document | HH-2695

Resolutions

  • Combine PDF's no longer stalling or causing errors | HH-2411, HH-2508
  • Convert to Data Record is now working as designed | HH-2408
  • Tasks can now be created from a Job again | HH-2451
  • Knowledge Notes no longer print with a title | HH-2421
  • Resolved an issue where a particular scenario in Employee Profiles wouldn't save | HH-2423
  • Files can now be renamed after clearing the InUseBy field | HH-2546
  • Improvements to the performance of the InUseBy field | HH-2544, HH-2547
  • Setting the Default Email Title no longer causes errors | HH-2513
  • Resolved some issues where the status change wasn't working consistently | HH-2538
  • Creating Tasks no longer causes errors | HH-2506
  • Allow Own Profile edit now shows the settings | HH-2450
  • Versions are now saving to the new database structure | HH-2606
  • No longer able to add files to a contact location without a Contact | HH-2123
  • Prompt to complete a Job now shows when final Task is completed | HH-1789
  • Home page settings can now be edited without errors | HH-2553
  • A dialog now appears when duplicating a Knowledge document that doesn't exist in the backend | HH-2590
  • When adding new Records and assigning a Task, Records show again on the Task | HH-2436, HH-2641
  • Files can now be added to Knowledge with long file names | HH-2351
  • New tasks are now bringing in Partner, Manager, Reviewer content | HH-2611
  • Jobs now correctly display when 'Today' is selected | HH-925
  • First Task template in the list will now be selected | HH-2418
  • Improvements to Record Location editor | HH-2390
  • Importing and converting Data Records should now work as designed | HH-2412
  • Extra error appearing in the Content Update is now resolved | HH-2780
  • Resolved an issue where Adding to My Review when adding a Record made HowNow unresponsive | HH-2751
  • Resolved an issue when the Combine PDF functionality was stalling | HH-2669
  • Contact Repair button is now available to select users | HH-2670



May 2020

HowNow 10.0.0.213 Pre-Release

Improvements & Enhancements

  • Added detailed logging to member invites and transaction status | HH-2487, HH-2503
  • Help Links not navigate to the Online Help main page | HH-2380, HH-2381
  • Profile UI update | HH-2180

Resolutions

  • Updates to the way transactions commit | HH-2503
  • Document Converter now installing with A4 as default paper size | HNS-744
  • Workflow transactions optimised | HH-2503, HH-2524, HH-
  • Resolved an issue where the Add-in manager wasn't updating with the software update | HH-2498
  • Improved the handling of the software updater so it is not tied to the first software updater logging into the HowNowX firm | HH-2142
  • Add-ins no longer show as Not Licensed | HH-2438
  • New Portal Accounts now pull in the contact email address | HH-2419



April 2020

HowNow 10.0.0.206 Pre-Release

Improvements & Enhancements

  • Performance improvements when deleting multiple Records and Tasks | HH-1623
  • Improvements to back-end storage locations | HH-2424
  • Pre-Release installer now downloads the Beta version of Email Manager | HH-2425
  • Record Location Duplicate, Move and Combine have been reinstated | HH-1677
  • Improvements to the Contact searching in the Contact grid | HH-2323, HH-2344
  • Jobs and Tasks forms now appear on the same screen as HowNow | HH-2328
  • Improved Custom Keyword tagging | HH-2297
  • Updated UI in line with Microsoft | HH-2302, HH-2301
  • Profiling of documents in Records has been optimised | HH-2179
  • Improvements made to domain matching when adding emails | HH-2036
  • Contacts Search Bar now deselects the text allowing users to add new search criteria | HH-2056
  • Performance updates when starting HowNow | HH-2066
  • Logout and Release Locks functionality optimised | HH-2140
  • Add an email with HowNow closed optimised | HH-2138, HH-2139
  • Improvements in back-end licensing | HH-2204
  • Performance improvements to the Profile Wizard | HH-2181
  • UI Icons updated - HH-2203
  • Improvements to Record Locations selection | HH-2168
  • Performance improvements when importing Job Task Templates | HH-2229
  • Job Details report removed - End Of Life | HH-2162
  • Updated UI of Member Details form | HH-2341
  • Tasks can now be added with long titles | HH-1313
  • Performance improvements to Jobs & Tasks Filter recall | HH-2234

Resolutions

  • Record title can be changed when profiling a document from the Office Add-in | HH-2287
  • Record Locations can now be edited | HH-2443
  • Teams visibility changes are now correctly reflected in the Editor | HH-2416, HH-2415
  • Reviewer field is now filling correctly when bulk importing for multiple clients | HH-1951
  • Search bar now works when Adding a Portal Account in Contacts | HH-2263
  • Perfomance improvements in Record Profiling when selecting the Area | HH-2124
  • Improvements to Contacts selected in the Jobs 'Activity' Report | HH-2216
  • The Next button is now showing when importing Jobs | HH-2352
  • Resolved Store/Recall Filter errors | HH-2119
  • Toolbar applications can be deleted again | HH-2178
  • Resolved UI alignment issues | HH-2316
  • Software Updater option now working as designed | HH-2318
  • Fixed the tab order when duplicating Records | HH-1535
  • Resolved an issue where errors were reported in the logs when creating a new Team | HH-2289
  • Duplicating in Records and changing location no longer errors | HH-2184
  • Recycle Bin is now functioning as designed | HH-2276
  • 0 Emails waiting to be filed message no longer shows | HH-2078
  • Documents added with the Office Add-in can only be added once | HH-2095
  • Adding a new Portal Account to a Contact now pulls in the primary contact | HH-2146, HH-2177
  • Signatory Field is now pulling into the Merge function | HH-2136
  • Trusted Locations now updated with HowNowX location | HH-2151
  • Job Task template - Task Select - Position, Partner, etc, now working as designed | HH-2208
  • Completed Jobs Report now fits to screen | HH-2218
  • Deleting a task no longer changes the status to Cancelled | HH-2167
  • Assigning a Task from a Record now attaches the document to the Task | HH-2282
  • Jobs can now be imported and Contact can be changed | HH-2205
  • Can now open a Task from the Job Details form | HH-2206
  • Jobs auto-assignment of numbers is now working as designed | HH-2224
  • Job Task Template Task Details form now comes into focus | HH-2230
  • Task Templates no longer showing an error when assigning a Position | HH-2228
  • Jobs and Tasks can no longer be assigned to Inactive Employees | HH-2235
  • Positions is now working for Bookmarks | HH-2176, HH-2187
  • HowNowAlternate Position bookmark now pulls in the highest position | HH-1598
  • Assigned Employee now pre-fills when creating a New Job - HH-2231
  • Organisation Employees report has been removed - End Of Life | HH-2202
  • Record Versioning is no longer disabled by Knowledge Document properties | HH-2350
  • Log errors are no longer reported when searching on a Client in Jobs tab | HH-2442
  • Records Excel Export now exports the full search results | HH-2366
  • Icons for emails, add-ins | HH-2369, HH-2364
  • Options >System Wide settings updated to reflect HNX functional changes | HH-1660




April 2020

HowNow 10.0.0.194 Pre-Release

Improvements & Enhancements

  • After signing into Portal 'Restart File Helper Service' message no longer appears | HH-2045
  • Implemented timezone functionality for HowNow Hub | HH-1938
  • Implemented secure multi-firm support for Hub via File Helper Service | HH-1803
  • Implemented database re-indexing scripts for performance improvement | HH-1893
  • Implemented automatic keyword tagging for email attachments | HH-1680
  • Streamlined Reporting, removed Printer option | HH-1249
  • Preview is turned off by Default and not currently available in HNX | HH-1619
  • Improved token expiry messaging | HH-1999
  • Allow Previous Backups Feature for Administrators now added in Records Profile area | HH-1925
  • Search performance Improvements | HH-1910, HH-2132, HH-2067
  • Increased Link Code field to 32 Characters - HH-2061
  • Searching in Records using .ppt, .docx, .xlsx, .pdf now optimised | HH-2006
  • All users can update - now defaulted to ON | HH-2007
  • End of Life Home and Organisation Tabs | HH-1661
  • User Interface enhancements when uploading documents | HH-2039, HH-2126
  • Removed the message to restart the File Helper Service after logging into the Portal | HH-2045
  • New 'Echo Profiling' feature added when profiling documents to Records | HH-2155
  • Workflow is now turned on for licensed clients | HH-2185
  • End of Life Budget and Time from Jobs and Tabs functionality and tabs | HH-2161

Resolutions

  • Merge letters using multiple clients are now working as designed | HH-1662
  • Smartlinks is now notifying again when an update is required | HH-2064
  • Improved loading/status areas of User Interface | HH-1692
  • Signatory position should now pre-fill correctly when creating a batch from Knowledge | HH-1808
  • Resolved an issue to ensure the Watch Folder functions as designed | HH-2086
  • Content Download no longer causing errors in the log file | HH-2040
  • Duplicating a document now inherits visibility | HH-2111
  • The Client assigned to a Task can now be changed without error | HH-2093
  • When deleting in Knowledge the correct Edition will now be deleted | HH-2118
  • Knowledge are now saving to the Content folder again | HH-2128
  • Adding Revision Notes to Knowledge is no longer producing log file errors | HH-2089
  • Inviting Clients to the Portal is now working as desgigned again | HH-1507, HH-1865, HH-1857
  • Filters now lists and loads when exporting documents to the Portal | HH-1776
  • Filtering on Tasks no longer producing log file errors | HH-2076
  • Signatories are now correctly pulling into the New Profile Wizard form | HH-1230
  • 'Assign a Task' form now tabs in the correct order | HH-2152
  • Add-in are successfully notifying users when updates are required | HH-2064



January 2020

HowNow 10.0.0.172 Pre-Release

Improvements & Enhancements

  • Jobs & Ribbon Filters are no longer visible when when licensed for Tasks only | HH-1606
  • All search bars require the user to press Enter after typing the search criteria in line with Online solutions | HH-1604
  • Visibility area is no longer available on the Ribbon Filters when licensed for Tasks only | HH-1613
  • HowNow X now requires 2FA 
  • Record Versioning is turned on by default to 3 | 
  • No longer retains retired files in the HowNow folder | HH-1911
  • Improvements in the Software Update process | HH-1496
  • Document locations can no longer be viewed in the wizards | HH-1866, HH-1865
  • The Checked Out function has been retired | HH-1513
  • Preview functionality has been removed while it is being rewritten to accommodate cloud access of files | HH-1871
  • Cloud Storage account creation locked down by new secure access code | HH-1838
  • Optimised Clearing of filters | HH-2005
  • Optimised File In Use checks for HowNowX | HH-1992
  • HowNow can now be launched from the Software Updater dialog | HH-2009
  • Grid paging optimised for faster return of search results | HH-2050

Resolutions

  • Merge Document dialog no longer shows a Test Hint | HH-1310
  • Scroll bar now working in Knowledge >Default Record Location dialog box | Hh-1878
  • Records and Knowledge Import tool now refreshes the location | HH-1889
  • Icons now populate when using the Import Records button | HH-1880
  • Records Cataloging optimised for HowNowX | HH-1811
  • Resolved an issue where files in the recycle bin could not be opened | HH-1972
  • Resolved time zone issue for AU states | HH-1940
  • Can now remove items from the Review list | HH-1986
  • Draft Word and Excel documents are now opening in Edit mode | HH-1869
  • Resolved an issue where Editions weren't renaming | HH-2046
  • Firm Name can now be changed successfully | HH-2015
  • HowNowX software will now install into the chosen directory | HH-1980
  • Filtering on highest edition will now show the highest edition you can see based on the recycling bin button being set or not | HH-1954
  • Port 445 accessible message is now shown after checking access to any drives instead of all of them | HH-1996
  • Opening HowNow with DataModified or any other date field will now sort in the correct order | HH-2047
  • Styling of default record locations, default record location = bold & blue, default Portal location = bold & green, archive = red
  • Only one default Client Portal Default location can be set | HH-1964
  • Authors/Users now identified by their name instead of their initials | HH-1988
  • Logo Updates - HH-2008
  • Resolved an issue when adding documents to Knowledge | HH-2083
  • Knowledge Import has been simplified and shows a validation error if the title already exists | HH-2077
  • Popup boxes sizing should no longer change | HH-2059
  • New signing certificates have been assigned to installers | HH-1962, HH-1971, HH-2023
  • Resolved inconsistencies in indexes | HH-2044



August 2019

HowNow 5.2.0.101 Pre-Release

Improvements & Enhancements

  • In the Records tab 'Create Follow Up Task' has been changed to 'Assign a Task' | HH-1426

Resolutions

  • Record Locations now show locations with multiple Teams Visibility assigned | HH-1461
  • Column heading no longer flicker to the field names when clicking on Record Locations | HH-1367


HowNow 5.2.0.97 Pre-Release

Resolutions

  • Fixed a problem which would cause an error regarding corrupted or incompatible filter settings from recurring after restarting HowNow  | HH-1270
  • Default Sort columns that were previously set to descending sort order in HowNow 5.0 should now also default to descending order in HowNow 5.2 as well | HH-1273
  • "Update from External Database" is available for users that can edit contacts | HH-1018



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