Spetember 2024 Release Notes

Client Portal (formerly known as Vineportal)

Version 1.53.0 | September 24, 2024

Custom Variables in Flow Messages
Premium
Personalize automated messages with specific case details in the body copy of flow messages including: 

• Client contact information
• Recipient roles contact information
• Static section fields
• Project level attributes

Form Enhancements
Premium

• Form Sections: Set a form Collection section as a Form Section on Filevine to view specific collection as a static section and prevent users from adding new items to it.
  
  
• Collapsible Sections: Save space on forms and keep them concise and organized using collapsible sections.
  
  
• Enhancements to the color contrast in form fields

Version 1.52.2 | September 17, 2024

Contact Card Activity Notes
Premium
Generate a Filevine activity note when a user:

• Updates contact card information
• Updates, adds, or removes an email, address, or phone number from their contact information
• Adds information to an empty field in a contact card
• Removes information on a contact card field

Minor Bug Fixes

Version 1.52.1 | September 17, 2024

Contact Card Phone Numbers
Premium
Users can now edit the country code in contact card phone numbers.

Version 1.52.0 | September 5, 2024

Menu Tab Order
Standard
Firms can request to change the menu tab order displayed in Projects.

Contact Firm Button
Standard
Firms can request to hide the "Contact Firm" button under user's Project page.

Minor Bug Fixes