The Core System provides Contract Insight’s core components and functionality for full lifecycle management of your organization’s contracts and committals.
CORE SYSTEM
RESOLUTIONS
RESOLUTION: Missing Link Back to Record from Tasks Opened via Calendar or Notifications
Reference #: 20261009.1237.45043
There was an issue where opening a task from the Calendar or the notification bell left no way to get back to the record the task belongs to. Tasks opened this way now show the parent record in the breadcrumb, with a link back to it. The task’s Actions menu also has an option to open the record.
RESOLUTION: Attachments Could Not Be Dragged and Dropped Between Attachment Folders
Reference #: 20261009.1237.45045
Fixed an issue where attachments couldn’t be dragged from one folder to another on the Attachments & Templates tab. Users can now drag an attachment onto any folder in the folder tree to move it there.
RESOLUTION: Compared Document Text Hard to Read in Dark Mode
Reference #: 20261009.1237.45276
An issue where text added or removed during a document comparison was hard to read in dark mode has been resolved. Added and removed text now appear in colors that are easy to read in dark mode, and the color key matches what’s shown. This applies to both document comparison screens, and light mode looks the same as before.
RESOLUTION: Records Could Not Be Added to Favorites from Within the Record
Reference #: 20261009.1237.45339
Previously, you could add a record to your favorites from the search screen, but not while you were viewing the record. This is now fixed. You can open any record, go to the Actions menu, and select Add to Favorites or Remove from Favorites. Changes you make there also show up in the search grid.
RESOLUTION: Attachment Preview Unavailable from Quick Search Results
Reference #: 20261009.1237.45363
Attachments found through Quick Search could only be downloaded, not previewed. This has been resolved: each attachment in the search results now has a Preview button next to Download. The preview opens the same file viewer used on the record’s Attachments tab and shows which page matched the search. Users can also use the arrows to move through the record’s other files.
RESOLUTION: Ad Hoc Reports Not Showing Nested Sub-Table Details
Reference #: 20261009.1237.45364
An issue where ad hoc reports did not show nested sub-table details has been resolved. Users can now click the arrow on a report row to expand its related sub-table records directly beneath it. Report fields are selected with the searchable field explorer, which replaces the previous EZ field picker.
RESOLUTION: Document Drop Control Showing No File Selected When Multiple Files Are Dropped
Reference #: 20261009.1237.47041
An issue has been resolved where dropping several files at once into the Drop a document control in the header left no file showing as selected, even though the next step referred to "the selected file." The first file to finish uploading is now automatically selected and can be changed, and the choices for the remaining files are laid out more clearly as two tidy lines.
RESOLUTION: Field Labels Staying in the Previous Language After Changing the Display Language
Reference #: 20261009.1237.47301
An issue where some field labels stayed in the previously selected language after a user changed their display language has been resolved. For example, after switching from German back to English, some labels on a record could stay in German for up to an hour while the rest of the page showed English. Field labels and menus now update to the new language right away.
RESOLUTION: Calculated Field Containing a URL Displaying as Text Instead of a Clickable Link
Reference #: 20261009.1237.47938
An issue has been resolved where a calculated field containing a link displayed the raw link text on the record screen instead of a clickable link. Calculated fields now display as working links, and links that point to older application pages are automatically directed to the matching screen in the current application. Standard text fields continue to display their contents as plain text.
RESOLUTION: Manage Button Not Opening Records in a New Browser Tab
Reference #: 20261009.1237.48136
An issue where right-clicking the Manage button on a grid did not show the browser’s menu, so users couldn’t open a record in a new tab, has been resolved. Users can now open records in a new browser tab from Manage with right-click > Open link in new tab, Ctrl+click, or middle-click. This works on all list grids, record sub-tables, the Tasks grid, and purchase order line items. A regular click on Manage within a record’s sub-tables still opens the row in the side panel, as before.
RESOLUTION: Generated Documents Listing All Mergeable Clauses as Optional Selections
Reference #: 20261009.1237.48150
An issue where generating a document from a template listed every mergeable clause as an optional selection has been resolved. Only clauses tied to a sub-table now appear as user selections, and all other clauses are included or left out automatically based on their conditions.
RESOLUTION: Company Link on Contracts Opening the Wrong Page
Reference #: 20261009.1237.48180
An issue where clicking the Company link on a contract opened the Customers page instead of the vendor's record has been resolved. The link now takes users directly to the correct vendor record.
RESOLUTION: Bulk Add Not Keeping Values Selected from Select From List Fields
Reference #: 20261009.1237.48181
An issue where a value selected from a Select From List field in Bulk Add was not kept has been resolved. The selected value now stays in place and is saved on each added row, so users can add multiple records at once as expected.
RESOLUTION: Filtering Report Columns for Blank Values Returning No Results
Reference #: 20261009.1237.48186
An issue where filtering a column for blank values in reports, such as the Open Tasks Report, returned no results has been resolved. The filter now returns the rows where that column is empty, and the Blanks selection stays checked when the filter is reopened.
RESOLUTION: Conditional Fields Displaying and Blocking Save When Condition Field Is Not on the Form
Reference #: 20261009.1237.48196
An issue has been resolved where a field with a show/hide condition could appear on records whose type did not include the field the condition depends on. If that field was also required, it could prevent the record from being saved. Show/hide conditions are now checked against the record’s saved information even when the related field is not on the form, which matches how they worked before. Fields that are hidden this way are no longer required and won’t block saving.
RESOLUTION: Field Visibility Options Not Matching Familiar Invisible and Hidden Names
Reference #: 20261009.1237.48202
An issue has been resolved where the Visibility dropdown in Field Management used different wording from the options clients have always known. The dropdown now lists Visible, Invisible, and Hidden, and each option saves the same setting it did in the previous application. Invisible fields stay off the record form but remain available to reports and templates, while Hidden fields are off the form and not offered in either.
RESOLUTION: Task Edits Made in the Side Panel Not Showing in the List After the Panel Is Closed
Reference #: 20261009.1237.48210
An issue has been resolved where changes made to a task in the side panel were saved but did not appear in the Tasks list when the panel was closed with the X, the Esc key, or a click outside the panel, making it look as though the save had failed. The list behind the panel now refreshes with the new values however the panel is closed, and the same applies to other record lists that open rows in the side panel. In addition, employee pickers now show an ID next to any name shared by more than one person so the correct employee can be chosen, and Esc now closes the panel immediately after saving.
RESOLUTION: Bulk Update Preview Not Listing Matching Records
Reference #: 20261009.1237.48562
An issue has been resolved where the Preview matches step on the Bulk Update page showed how many records matched but did not list them, making it difficult to confirm the right records were selected before applying a change. Preview matches now displays a paged list of the matching records, including their name, the fields used in the filter, and the current value of the field about to be changed. The page has also been tidied with numbered steps and a cleaner layout.
RESOLUTION: Generated Documents Merging Clauses Together With Incorrect Formatting and Numbering
Reference #: 20261009.1237.48831
An issue has been resolved where documents generated from templates containing mergeable clauses could display clauses running together into a single paragraph, body text taking on the formatting of the following heading, and numbered lists restarting partway through a clause. Each clause now appears as its own paragraph with its own formatting, and numbering carries on correctly through the document so that cross-references point to the right clauses. Generated documents now match the layout produced by the previous version of the application.