Summary
- Opposing party is now controlled by a flag on the relation type, and Cases as opposing party counts all opposing party relations (3774)
- The Compliance team receives messages when no case controller has been selected (3773)
- Unread messages are visible through a new column and tile in the role center (3772)
- Responsibility center can now be set on both client and matter in the client/matter creation (3775)
New Features
New column and tile show client/matter creations with an unread message (3772)+
The column Unread message has been added to the client/matter creation lists, and the tile Unread messages has been added to the role center. The tile shows how many client/matter creations have an unread message for you, and turns red when there are unread messages. Click the tile to open them.
The message is marked as read when you open the message or the client/matter creation. Messages to the controller page are shown to the selected case controller, or to the Compliance team if none has been selected.
Messages can be sent to the Compliance team when no case controller has been selected (3773)+
Previously, it was not possible to send a message to the controller page if no case controller had been selected on the client/matter creation. Now the message can be sent, and it goes to the Compliance team, where all members can read and reply to it.
When a reply from the team is pending, Compliance team is shown as the party the reply is awaited from.
Opposing party is now set on the relation type, and Cases as opposing party counts all opposing party relations (3774)+
Which relation types count as opposing party is now determined by the flag Opposing party relation on the relation type itself, instead of a single relation type in the setup. Multiple relation types can therefore count as opposing party. The change applies to, among other things, conflict of interest searches, parties and jurisdiction.
The number in Cases as opposing party now includes all opposing party relations and matches on contact or CVR no. Click the number to see the cases. Cases you do not have access to are shown as *****. If there are no cases, a message is shown.
The field Client pooled account deposit has been given the option No, in addition to Expected and Processed.
The fields Client responsibility center and Matter responsibility center have been added to the client/matter creation (3775)+
The fields Client responsibility center and Matter responsibility center have been added. The client's responsibility center is suggested on the matter if the matter's responsibility center is empty, but can be changed.
The values are transferred to the client contact and the matter contact when they are created or updated.
The tiles Draft and In progress are no longer shown to compliance users (3776)+
The tiles Draft and In progress are hidden for compliance users in the role center, as they only concern lawyers. The tile Completed has been moved so that it appears after the requests tile.
You are a compliance user if the field Compliance team for conflict search is selected on your user in the user setup. Other users see the tiles as before.