Summary
- Client currency code is now correctly transferred to the Default Invoice Currency Code when creating a client via CMI — the customer's general currency code is no longer affected (3400)
- Transaction error when opening Risk Evaluation on new matters has been fixed, and the action is now only available when a client name has been entered (3405)
- Focus in the CMI overview no longer inadvertently shifts to the next matter when the last step is completed (3404)
New Features
Client currency code from CMI is now transferred to Default Invoice Currency Code instead of Currency Code (3400)+
When a client was created via CMI with a currency code, the currency code was previously transferred to the customer's general field Currency Code. This meant the customer was locked to one specific currency for all transactions — not just for invoicing.
The currency code from Client Currency Code in CMI is now transferred to the Default Invoice Currency Code field on the customer card instead. This allows the client to be invoiced in the desired currency without affecting the customer's general currency code.
The change applies regardless of when the customer is created — both when created directly from CMI, when the customer card is opened manually, and in scenarios where only a client is created without a matter.
Bug Fixes
The CMI overview could inadvertently shift focus to the next matter after completing the last step (3404)+
When the last open step on a CMI matter was completed, the matter automatically changed to status Completed. If the Client/matter creation overview was filtered on active matters, the completed matter disappeared from the list, and focus automatically moved to the next matter. The user would not necessarily notice the context switch and risked performing actions on the wrong matter.
The issue has now been fixed so that the page closes itself when the last step is completed and the matter is set to Completed. The user is returned to the overview and can no longer inadvertently continue working on the wrong matter.
Fixed transaction error when opening risk evaluation on new matters (3405)+
When opening Risk Evaluation on a matter that did not yet have a risk evaluation entry, a transaction error could occur. The error occurred if the page had unsaved changes at the time the user clicked the action.
The fix ensures that the page now saves automatically before the risk evaluation entry is created, so the transaction error can no longer occur.
Additionally, the Risk Evaluation action on the New client/matter creation page is now only active when a client name has been entered, so the user cannot mistakenly attempt to open a risk evaluation on an incomplete matter.