Frequently Asked Questions

Product Release Version 3.8.6.2.7

	This symbol indicates a major update.
	This symbol indicates a minor feature change.

Version 3.8.6.2.7 is coming soon - What to expect

Membership:

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1. Included email icon to generate random email ID when adding non-members.




2. Added a new feature in the member portal (Membership Payments & Balance) to show all invoices and outstanding invoices separately. 'All Invoices' shows both paid and pending for the given date range. 'Outstanding Only' shows all pending invoices ignoring the date range.






3. Included display order in the membership category list page. On renewal and join, categories are displayed based on the "Display Order".




4. On committee request page, included "Request Date" search option. Also included option to remove the member requests.



Also newly added "Deleted Committee Requests" page to view the removed committee requests.




5. On member renewal and join, included help icon in the committee tab.





6. On new member join page, included new question "Are you an Attorney" to collect state bar number. This number is verified against existing records to stop duplicate registration.


7. Membership renewal form generation - Included new option "Generated forms should be sorted by".


Events:

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1. Event Reports -> Event Revenue Report:
- Reg. Date column is added to the result set
- Paid column is renamed to Amount
- View Event and View Payment drop down menu items are added






2. Event Reports -> Event Accounting:
- Total Amount columns shows the revenue for the date range searched
- Net Amount columns is shown when more than one Payment Method is chosen



Lawyer Referral:

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1. On member portal, 'LRS' menu item is added to the top menu bar for LRS members. Clicking on this menu takes the members to 'View my cases' page.


2. On member portal case detail page, added 'Update this Case Status' button next to the 'Payments & Payment History' tab.



Also in the 'Case & Services Status Update' popup page, "Attorney/Client Fee Agreement Type" is changed to non mandatory.


Also included "Date Referred" field in the Case Information page.



3. LRS - BIO Photo - 'Show LRS Bio on Referral Email' option is automatically checked when photo or Bio is added by either staffs or members. Also an email is sent to the staff when members add/update photo or bio.




4. On staff portal case information page, added two separate buttons for 'Referral Fees' and 'Percentage Fees' payments. The referral fees payment shows case payment types that are of referral payment type. The percentage fees payment shows all other case payment types except referral payment types.




5. Batch Close: Included filter types "Single Attorney" and "Close using Case Status".


Add new option "Show in Batch Close" for Case Status values



6. Added new report: 'LRS Reports -> View LRS - Membership by Top (Group) Panels Report' to show member count and member list based on group panels and sub panels.


eBroadcast:

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1. eBroadcast search result displays all the records by default and paging is optional.