Frequently Asked Questions

Product Release Version 3.8.6.2.6

This symbol indicates a major update.


This symbol indicates a minor feature change.

Version 3.8.6.2.6 is coming soon - What to expect

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Membership:
1. Added new Search feature to Notes





2. Sustaining Firm Administrator Rights - allow bio add / edit option on all renewal (Now available to staff, member & firm admin)



3. Added Accounting ID ( e.g. QuickBooks Acct # ) to the Member Profile


4. GL code added to Membership Revenue Report Builder

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Events:


1.
A New Email template was added for additional Product & Meals. You can access this new feature from attendee list and payment and resend the confirmation.



2.
Order of Speakers - The Speaker Name is listed internally by first name but sorted and displayed by Last Name / Alpha on the events calendar

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Lawyer Referral:

1. Added new Preview Feature for Custom LRS email templates



2. Added a new link in the email that comes to staff when an electronic Survey is completed by a client, so that Staff can click link and see the survey.


3. Added a record in Settings showing who modified the LRS membership rules last




4. Added new search functions to LRS Enrolment Status in Advanced search




5. Issue with members County fixed. Moving forward all Counties Listed will be match to Zip codes.

6. LRS Revenue Report - The Att/Client Fee Agreement selection was removed and added to LRS Case Statistics

7. LRS Renewal Payment - The confirmation email is now separate for Credit Card payments; other payment types have a different email.

8. A previously enrolled LRS Member who did not renew their LRS this year, but still has Open Cases.
These Members are now flagged as LRS Not Enrolled (Previous LRS) with ability to view and update cases.

9. Attorney / Client Fee Agreement is no longer mandatory and its position inside the online update service was moved to provide a simpler and quicker update process.

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Fee Disputes
1. Advanced Search and eBroadcast choices expanded for Fee Dispute Panelists

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Volunteer Legal Services (CJP)


1. List of attendees displayed on first page of each Clinic