HowNow X Release Notes

July 2021

HowNow 10.2.1.368 General Release

Improvements & Enhancements

Improvements to Licensing | BF-154
Important Security Release

Resolutions

Firms not connected to Portal will no longer be prompted for a Portal login | DM-289
Resolved an issue where Records created using the Batch function were taking on the previous records Client name, and error is thrown when exporting to the Portal when the Client information is inconsistent | DM-317, DM-342, DM-338

May 2021

HowNow 10.2.0.359

Improvements & Enhancements

Contact Data Refresh log file and performance Updates | HH-3966
Major speed improvement to contact refresh. Each connection now sorts a hash of client data to ensure we only update clients where the hash changes | HH-3488
Paging has been added to the Linked Record grid | HH-3889
Added the ability to login via Microsoft business subscription | HH-3903, HH-3908

Resolutions

When using a task template in a job the scheduled date should now be correct | HH-3725
Combining Record Locations should move files in the backend again now | HH-3037
Merge documents should now open automatically when Auto-filing is not selected in the profile | HH-3912
Duplicating an HNDR will now duplicate all files | HH-3924
Contact Repair is now fixing the metadata again | HH-3589
Record duplication in all areas should also duplicate the Visibility | HH-3697
Resolved an issue where Add-ins weren't loading | HH-3954
Changes to Accepted File types will no longer be overridden | HH-3970

April 2021

HowNow 10.2.0.338

Improvements & Enhancements

Updates to TLS across the applications | HH-3852
Echo Profile functionality limited to 100 files only | HH-3861

Resolutions

Employee Privileges should now show in Employee Select form when leaving the Employee Details form | HH-3720
Employee Select form - statuses now save when updating | HH-3682
FileNotes bring in Employee Positions again | HH-3747
Records Sorting has been changed back to Descending | HH-3872

April 2021

HowNow 10.2.0.329

Improvements & Enhancements

Improved messaging when adding a document that is open on the desktop | HH-3700
Catpcha added on Password setup and resets for added security | HH-3706
Improvements made to messaging while user is accepting multiple invites | HH-3709
Changes to the back file structure to improve performance | HH-3728

Resolutions

Labels feature is now working again | HH-3335
Resolved an issue where the created date wasn't showing in the Audit Trail | HH-3755
Resolved an edge case issue where user couldn't select more than one client during a merge letter | HH-3582

March 2021

HowNow 10.2.0.323

Improvements & Enhancements

Open File Tracking implemented to improve File Use scenarios | HH-3684

Resolutions

Right-click on Records grid no longer requires a left click first | HH-3674
Improvements to timing of Versioning and Change Status prompt posssibly noticed on slower networks | HH-3541, HH-3689
Selecting a Team in Employee Details now works on first click | HH-3299

March 2021

HowNow 10.2.0.317

Improvements & Enhancements

End of Life of Record Import Functionality for HNX (replaced by Echo Profiling) | HH-3554
Multiple Tasks can now be selected in the Job profile | HH-3514
Users will now receive a message about potentially unsecure files that will require the administrator to add them into Options (.exe, .lnk, .bat, .cmd, .ps1, .zip, .rar, .7z) | HH-3607
Contact Tab - new advanced filtering has been added to make it easier for users to perform more complex filtering on clients | HH-3446
Check for inactive tasks removed for new job creation when changing the status to started | HH-2792
Users are warned if they attempt to add a prohibited file - Administrators can add the 'Accepted File Type' to the list in >File >Options >Records Tab | HH-3607
UI updates to the External Data Refresh form | HH-3196
New Installers have been made available for secure or server type environments that need admin permissions | HH-3021

Resolutions

Resolved an issue where Exporting Records was also creating an XML file
When profiling a Record the Job Selection field can now be cleared | HH-3394
When creating a Job, client roles now successfully populate again | HH-3552
Resolved an issue where the No Date Range search was not working in Admin areas | HH-3528
Start Date Required fields are now saving when ticked | HH-3562
When filing Emails the record title is again the subject instead of the Smartlink Prefix as per the setup of the Standard Record Title | HH 3570
Resolved Record Locations scrolling issues | HH-3618
Employee Admin - the status of an employee only ever changes when an invite is actually sent | HH-2822
Admins can now Release File locks in Knowledge | HH-3583
Contact Repair is now repairing Metadata again | HH-3589
Echo Profiling is no longer changing the extensions when a title of 80 characters or more is encountered | HH-3575

February 2021

HowNow 10.2.0.302

Improvements & Enhancements

Contact Sync update for new XPM API version | HH-3309
'Contacts' Display Field Editor now requires the Support Code | HH-3448
Removed the Advanced Filter functionality from Contacts to comply with security improvements | HH-3449
Record ID GUID added to accommodate future file structure changes | HH3431
New Accepted File extension list has been added to system options and replaces the watch inclusions list | HH-3436
Improved messaging for invalid file types when Echo Profiling | HH-3454
Added paging to Contact lookup search for performance improvement | HH-3439
Improvements to messaging when Disconnecting Portal Clients | HH-961
Record Versioning Improvements - all new Records will be locked to 3 versions | HH-3512
Improvements to Merge functionality to improve performance | HH-3532
Release File Locks feature now available in Records right-click menu for Administrators | HH-3526, HH-3054

Resolutions

FileInUse Performance Improvements | HH-2803, HH-3546
Record Locations no longer disappear when changing visibility on certain sub-locations | HH-3404
Employee Roles will now fill correctly when profiling and performing merges | HH-3395, HH-3511
Deleting Record Locations will again move Records back to their correct locations | HH-3363
Powerpoint files no longer open in protected mode | HH-3419
FileNote shortcut F9 is working again | HH-3456
Fixed an issue that would cause version files to not be deleted under certain circumstances. This also had a follow on effect of not clearing the InUseBy filed for the record | HH-3441
Multiple Clients are no long able to be selected when using Profile Select | HH-1021

January 2021

HowNow 10.0.0.281

Improvements & Enhancements

Datasync version updated for Xero v3 API | HH-2458
When filing to a contact active clients are now selected before inactive | HH-933
Old version files will now be cleaned up during the software update process | HH-3211
Added validation to email addresses in Employee Details when setting up a new Employee | HH-3256
UI Update to HowNow Portal form | HH-2961
System Option added to change the Firms default for moving or copying a file when using the New Profile Wizard | HH-3289
Update to Email as Body UI - adding a status bar | HH-3102
Performance improvements to speed up Profiling of documents | HH-3321
UI Improvements to column headings on the Edit Document Profile form in Knowledge | HH-3354
New method of file locking available | HH-3178

Resolutions

Personal photo and Firm logo are now able to be updated again | HH-2922
Can now edit a Knowledge document successfully without HowNow closing | HH-3236
Smartlink Prefix is now working again with Copy to Clipboard function | HH-3035
Invalid email addresses with non-valid characters and spaces can no longer be invited to the Portal | HH-3283
Notes now show in the New Profile Wizard when adding them | HH-2856
Modified date now updates again the first time the record is edited | HH-2845
Administrators changing the name of a Status no longer require HN to be restarted | HH-3101
Splash screen on start-up tweaked to ensure it comes into focus when required | HH-3053
UI update to Document Type form | HH-2339
Added validation to email addresses in Employee Details when setting up a new Employee | HH-3256
Added validation to email addresses when inviting a new Portal Account | HH-3283
Right-click option >Combine PDF is now working as designed again | HH-3259
No longer receiving errors in the log file when closing My Personal Details form | HH-3264
Email As Body is now bringing through the correct files | HH-3253
Primary email address can now be changed when inviting Portal Client | HH-3254
Documents no longer open after using the Send To function - Add-in update is required | HH-3345
Positions can be assigned to Employees again | HH-3381

October 2020

HowNow 10.0.0.259

Improvements & Enhancements

Knowledge Duplication refresh | HH-2431
When selecting an entity for filtering or selection, the 'clear selection on search' will no be unchecked by default | HH-2701
Improved UI for managing Record Locations | HH-2881
Record Location visibility now has enhanced inheritance up and down the tree structure
Watch folder improved. The functionality now copies the file by default instead of move. File is moved into a 'Processed' folder once profiling is complete. | HH-2857
New in-memory caching of employee information improves performance of employee related forms | HH-2796, HH-2794
Updates to the Login Logout DLL's | HH-3063
Member Lists optimised | HH-2797
Lookups on Item New and Document Merge have been optimised | HH-3015
Reset Password functionality is now only available to the Employee (not the Administrator) | HH-3095
Employees can navigate to Business Fitness Identity from the Personal Details page using the 'Manage Account' button | HH-3089, HH-3199
Updates to Employee lookups | HH-3186
Privileges are now grouped when choosing the Admin privileges | HH-3185
Improvements to startup process | HH-3148, HH-3042
Improvements made to the Employee Select Form for Admin privilege updates | HH-3218, HH-3182

Resolutions

Contact Repair functionality now functioning as designed | HH-2562
Resolved an issue where the iconid was blank and causing HowNow to stall | HH-2977
Tasks can now be opened from a Jobs Template | HH-2773
Personal Filter Level setting is now working correctly | HH-2694
Resolved an issue when a Task was starting from FYE date instead of previous task end date | HH-2575
Modified Date now updates on Record Audit Trail as designed | HH-2368
Jobs no longer errors when changing the 'Assigned To' field | HH-2974
Can now add a Note to a Record | HH-2925
Emailing a linked Record 'As Body' now pulls through the correct data | HH-2981
A Template Task can now successfully be deleted from a Job Task Template | HH-3018
When adding to review list the listed employees should now display members that are 'Content Reviewers' | HH-3103
The software update notification bars can now be closed again with the 'X' | HH-3188
When setting up a new Employee all fields can now be navigated as required | HH-3198
UI update for 'This Edition is Deleted' in Profiling wizard | HH-2843

August 2020

HowNow 10.0.0.237

Improvements & Enhancements

Optimised the loading of the splash screen | HH-2842
Record Locations integration with Visibility improvements | HH-2936
Performance improvements to the Personal Details area | HH-2868

Resolutions

DB Script updates for Column Sort Order issues | HH-2604, HH-2787
RowID's now reorder correctly on deletion | HH-2910
Record Duplication errors have now been resolved | HH-2914
Resolved Record Location RowID movement issue | HH-2972
Improvements made to how the UI is handled to prevent GUI issues appearing | HH-2898
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