RELEASE NOTES
Release Date: 2nd December 2022
Frontend: 1.6.4
Backend: 1.6.7
[FR-13-8] Letter Writer – Custom Document Margins
A new ‘Configure Margin’ option has been added to the Letter Writer, allowing you to add customise margins for each letter template.
[FR-13-2] & [FR-13-9] Letter Writer - Headers and Footers
Full guidance on creating and applying headers and footers can be found on the Trojan Knowledge base here, you will need to have a user account on the Knowledge Base to access this content.
[FR-13-6] Letter History – Amend Letter Description
Users now have the ability to update a letter’s description on the Client>Document Library>Letter History page once the letter has been generated to help distinguish
[DB-63] Return documents in a blob response instead of redirecting to S3
Fixed: previously documents being opened from the Legal Workflow>Documents page were referencing the full CasparCloud document server address, which is different from the user’s domain. The URL was longer and randomly generated causing possible issues with certain browsers and security software so has been updated to use the customer domain and a simpler URL.
[DB-64] OPG103 - Section 5 Benefit Checkboxes
A further fix has been added to this section to identify transaction type descriptions that ‘contain’ a given statement e.g., ‘DLA’ or ‘PIP’. This will ensure that any transaction type description with an additional narrative included, like “DWP DLA Care" or "DWP PIP Mobility", will also be correctly distinguished so relevant checkboxes can be selected in section 5 of the document.
[DB-65] Memorandum - entries are duplicated when a user changes a memo option
Fixed: Previously when a user amended a memorandum type the entry was duplicated in the memorandum list. This has now been corrected and any amendments to memorandum types made via the memorandum page or the funeral page will be saved without duplication.
[DB-71] Permissions – Admin>Data Maintenance>Fee Controls (Full User)
Fixed: Previously Full Users had permission to update Admin>Data Maintenance>Fee Controls, this has now been amended so that only Super Administrators or Managers can amend Fee Control parameters.
[DB-72] Letter Writer – Client Data Merge
Fixed: Previously if a letter contained merge fields where data was missing from the client record it resulted in no merge data being outputted to the letter e.g. if Client_Title was included on a letter but was not present on Client Details, other client data i.e., forename, surname failed to merge. This has now been corrected and data is merged as expected.
[DB-73] Permissions – Client>Client Activity> Visits (Full User)
Fixed: Previously Full Users had permission to delete client visits under Client>Client Activity>Visits, this has now been amended so that only Super Administrators or Managers can delete from this page.
[DB-74] Statistics Report – Valuation
Fixed: In certain scenarios, the total valuation on the Statistics report displayed an incorrect total despite the financial asset and reconciled bank balance amounts being correct, this has now been updated to give the sum of the assets and reconciled balance(s).
[FR-13-7] Letter Writer - ability to easily delete a Letter Template without removing additional data
Fixed: Previously when deleting a Letter Writer template that included ‘Additional Data’ merge fields, users had to delete the additional data before being able to delete the letter. This has now been amended so users with suitable permission can delete a letter without first deleting the additional data fields.
[DB-76] Multiple Security Patches
For further information please contact support@trojanconsultants.com
The top 5 fixes that will be included in future updates to CasparCloud.
Letter Writer – Preview when merging private/business contact data
When a user opts to produce a letter for a private or business contact the preview does not show the contact selected by the user in the generate letter step. Please note that when the document is produced the correct contact is merged into the final PDF, so the issue only relates to the letter preview.
Disable browser autofill on Private and Business contact pages.
Disable browser autofill on email and password fields on the client contact pages to avoid incorrect details being saved back to the client record.
OPG Report Error
OPG report error where a transaction present in the reporting period does not have an associated OPG report heading assigned in Admin>Data Maintenance>Transaction Types
Account Enquiry – Pagination / Sorting
Currently, when paginating on the Account Enquiry the sorting by ‘Posted’ date is lost, this is a known issue that will be corrected in a forthcoming update. In the meantime, users can overcome this issue by clicking on the ‘Posted’ column to force sorting by date before moving to the next page.