Frequently Asked Questions

Product Release Version 3.8.6.2.5

This symbol indicates a major update


This symbol indicates a minor feature change.

Version 3.8.6.2.5 is coming soon - What to expect


1. We have enhanced Advanced Search and eBroadcast search





2. LRS_Revenue by Attorneys has been enhanced



3. Email already in system-we have enhanced this to avoid duplicate non-member accounts





4. Calendar of Events Search. Staff can now search by name or ID




5. Fix to LRS modify Panel Enrollment-now takes you directly to LRS tab instead of Contact Tab.





6. Viewing Who Got What Discount - Report Discount amount issue



7. Added Credit Card Transaction number search function to report







8. Added E & O Insurance Reminder last sent date to report screen





9.
(a)
Automatic emails for membership now have separate emails for paid with credit card or will send check.

(b)
We used the language from your previously approved template and just changed the part where it used to say "If you paid by credit card, Thank-you. If you opted to pay by check, ..." to match which ever email applies to the situation. Contact us if you want to see them.




10. Fee Disputes-new enhanced Statistics report





11. The LRS cases balance due report was upgraded / enhanced



12. Added History Tab to Fee Disputes to track changes to the case and who made them




13. Search/report on VLSC volunteer hours



14. Added a feature for VLSC Volunteer clinic assign auto email on/off


15. Enhanced the LRS payment Cart.



16. Added a Link the Speaker Bio to the event calendar display



17. Added a "New" 2nd Bio & Photo for LRS Only - Each bar can decide if they want to offer this and if so do you want to give the member access to upload/edit the bio or photo or want it controlled by staff only.
Please contact us to let us know you choices and questions. The bio and photo can be added in the members profile, but they won't be included in the assignment emails until a future release. This will give you time to think about your choices and then to get the information from the attorneys.

In members LRS Tab:

Sample - In the email to client:





18. Share Survey Results with LRS Attorneys-If Share Survey Results with Attorney is YES in the case,



When survey is completed it will automatically be added into the Attorneys portal.


19. Members profile now has a Change History Tab so you can see changes made and by whom.


20. Added abilities to save My Queries in LRS Statistics and Advanced search,