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