New CSI Lawyer 10.1 update version available 15.2.22

We’ll release a new update package for CSI Lawyer 10.1 today . The update version fixes the following software defects:

• Saving a conflict check took very long when it concerned a customer having multiple assignments with a large number of parties. 
• The ribbon of the customer’s More Addresses window had an incorrect button name. The “Set as Primary” function was incorrectly named as “Set as Principal”. 
• When a new assignment was created by using the Use Assignment as Template function, the software created an extra identification event for the assignment principal although there should be only one identification event per assignment.
• If a customer had thousands of assignments and a user tried and open their list in the customer’s Assignment folder, the function failed. 
• If a user entered a text search in the Assignment Type field in the Assignment window and then moved away from the field using the mouse, the assignment type’s selection field was emptied. The drop down menu of the assignment types could no longer be opened nor new searches made in the field.  
• The Use Assignment as Template function did not copy role prices from an old assignment to the new one. Only the roles without their prices were copied.   
• The software gave the following error message “The selected record cannot be removed because it is in use in another record.” if the user tried to delete an opportunity that at some point, had been linked to an assignment. The opportunity can also now be linked to an assignment when it’s created. Earlier the sales opportunity had to be saved before it could be linked to an assignment.
• CSI Mobile and CSI MyDesk were not able to establish a connection to the mobile service in case there was an underscore in the friendly name of the CSI database.  
• The Start Date and Alert Date fields of the activity did not turn red even though they were set as mandatory. 
• When in the Payer window of a preliminary invoice, Printing tab, a user selected “Expenses not to be printed” in the Invoice Master Page section and left unselected “Hide expenses from specification” in the Invoice Specification Page section, the parameters were saved crosswise: when selecting the Preview function for the preliminary invoice, the invoice printing parameters window displayed the parameter to hide expenses from the specification as selected and the parameter to hide expenses from the master page as unselected. 
• If the principal’s discount was also determined to affect the general expense and a user tried and approve a preliminary invoice whose payer was not the principal, the software issued an error and prevented the preliminary invoice from being approved.  
• If during the e-invoice sending process changes were made to an invoice (e.g. to its date) those changes were not saved in the invoice in CSI Lawyer. 
• When invoice material for bookkeeping was created in the Estonian e-invoicing format, the invoice row totals were displayed not only by VAT bases but also by transaction and expense types.  
• When invoice material in Estonian e-invoice format was created, the payer’s and business unit’s Business ID and VAT number fields were left empty in the material and sending of the invoice failed.  
• The Payment List report calculated incorrectly the VAT specification for invoice alignments.
• When the name of a pivot report was changed while while editing the Dashboard, the new report name did not appear in the Dashbord.
• The Due AML integration used a wrong URL when the production environment was selected. As a result new customer identifications could not be created.
• If a document was checked out from M-Files, changing of the related assignment’s principal in CSI Lawyer failed.
• If there were two assignments with the same assignment number in the database, the “Specify bookkeeping integration” component could not be activated and the software did not issue any error message. Now the user gets an error message.  
• When the assignment subject was edited in the CSI software, the M-Files integration tried and update the customer information in the M-Files metadata even though the customer remained the same.
• When M-Files was integrated to CSI Lawyer and the principal changed in an assignment which had multiple documents, the update of the document metadata in M-Files made CSI Lawyer stuck without providing the user any information about the progress of the update.  
• The Netvisor integration gave an error if there was a cancelled advance invoice in the database.
• When a new fiscal year started, the Fortnox integration did not transfer expenses to CSI Lawyer during the first three months.