LogiClaim - Releases¶
LogiClaim Release 2019.4.9.6078 Released on 11/06/2019 and Patch Releases 2019.4.9.6211 and 2019.4.9.6233¶
- What's New in LogiClaim 2019.4.9.6078
- Friendly Naming of Documents
- Adding Previous Addresses Using The New Client Window
- Using Signatures in a Document
- What's new in Patch Release 2019.4.9.6211?
LogiClaim Release 2018.11.4.5306 released on 8/11/2018¶
- What's New in LogiClaim 2018.11.4.5306
- Scan by ClientClaim ID
- Date Joined Visibility Permission
- How to set up an Action to Change the Commission Amounts
- How to use Intelligent Mergefields
- Replacing Old Attachments / Scanned Document with New Documents of the Same Type
- Using Keyword Rules in SMS Correspondence with a Client
- Conditional Actions
LogiClaim Release 2018.6.23.4908 Released on 4/7/2018¶
- What's New in LogiClaim 2018.6.23.4908
- Encrypt Documents
- Permanently Remove Client Data From the Database
- Configure Your Retention Policy
- Add E-Signatures to Documents Through LogiClaim/LogiDebt
- Web API: Return Details of Clients Where ALL Claims Are in a Specified State
LogiClaim 2017.5.25.3375 Released on 14/6/2017 and patch release 2017.5.25.4040¶
- What's New in LogiClaim 2017.5.25.3375
- What's New in Patch Release 2017.5.25.4040 released on 21/12/2017
- Preset Rotating Questionnaire Answers
LogiClaim Release 2017.1.5.3171 Released on 09/01/2017¶
- What's New in LogiClaim 2017.1.5.3171
- What's New in LogiClaim Patch Release 2017.1.5.3201 released on 09/02/2017
- Search by Second Client Surname
- Add Fixed Services and Disbursement Figures to Funeral Directors
LogiClaim Release 2016.9.27.2964 Released on 28/09/2016 and Patch 2016.9.27.2981¶
- What's New in LogiClaim 2016.9.27.2964 and Patch 2016.9.27.2981
- What's New in Patch Release 2016.9.27.3003 released on 01/11/2016
- What's New in Patch Release 2016.9.27.3012 released on 07/11/2016
- How to show Town, Postcode and Email address for a Bank
LogiClaim Release 2016.7.15.2686 Released on 20/7/2016¶
- What's New in LogiClaim 2016.7.15.2686
- What's New in LogiClaim Patch 2016.7.15.2694
- Edit Claim Label Text
LogiClaim Release 2016.5.11.2512 Released on 12/5/2016 - Patches 2016.5.11.2521/2526/2534/2543/2550/2567/2570/2606¶
- What's New in LogiClaim 2016.5.11.2512 and Patches 2016.5.11.2521/2526/2534/2543/2550/2567/2570/2606
- What's New in LogiClaim Patch 2016.5.11.2615
- What's New in LogiClaim Patch 2016.5.11.2620
- What's New in LogiClaim Patch 2016.5.11.2649
- What's New in LogiClaim Patch 2016.5.11.2656
- Enable Alternate Email Field
- Create Multiple Invoices
- Set License Warning Message Days before Expiry
- Add a Surcharge to Bill when Receiving a Card Payment
LogiClaim Patch Releases 2016.2.1.2421 and 2016.2.1.2423¶
LogiClaim Release 2016.2.1.2369, including Patches 2016.2.1.2380, 2016.2.1.2382, 2016.2.1.2396, 2016.2.1.2398 and 2016.2.1. 2402 Released on 10/2/2016¶
- What's New in LogiClaim 2016.2.1.2369, including Patches 2016.2.1.2380, 2016.2.1.2382, 2016.2.1.2396, 2016.2.1.2398 and 2016.2.1.2402
- Show Account Manager Claim Stages
- Open a Locked Client and View History
- Add a Restriction to the Account Number Field
- Permission to Add Payments
- Limit Payment type options
- Append a Summary CSV File to a PDF
- Permission to Reassign Actions
- Capture BACS/Cheque Numbers
- Permission to Edit an Invoice Ref
- How to Create a Sticky Note in History
- Linking Clients to an OnBase account
LogiClaim Patch Release 2015.10.21.2326 Released on 25/01/2016¶
LogiClaim Release 2015.10.21.2152 Released on 30/10/2015¶
- What's New in LogiClaim 2015.10.21.2152
- Toggle Claim Type Change to Automatically Update Status
- How to Add an Action Type to a Claim Stage
- Apply the Commissions Button
- Override Config Options for Running Documents with Aspose or Word
- Disable Claim Type Buttons Once
- Enable/Disable Duplex Printing
- Mandatory Questionnaires & Questions
- Enable Pop-Up to Alert Notes Logged on an Action
- Set an Action to Change Client Statuses and Client Status Details
- Add a Restriction to the Account Number Field
- Enable Modification of a Locked Clients
- NOTES
LogiClaim Release 2015.8.7.1970 Released on 16/09/2015¶
- What's New in LogiClaim 2015.8.7.1970
- How to toggle 'Search as you Type' in Address finder
- How do I authorise a User to update Client Statuses
- How to set up Client Statuses
- How to set up an Action to change a Client Status
LogiClaim Patch 2015.8.7.1895 Released on 27/08/2015¶
LogiClaim 2015.8.7.1862 Released on 24/08/2015¶
- What's New in LogiClaim 2015.8.7.1862
- How to turn off the Blank Page insertion for duplex printing in a PDF print.
LogiClaim 2015.7.8.1847 Released on 12/08/2015¶
- What's New in LogiClaim 2015.8.7.1847
- How to force a User to change their Password at their next log in
- How to switch on or off the Unable to Get Licence Details warning
- How to Show Total Claims on the main To Do list
- How to Show Product Type on the main To Do list
- How to Show Date of Birth on the main To Do list
- How to show the Claim Only button in a claim window
- Enabling Payment Gateway
- Creating Repeat Card Payment Schedules
- Making a single card payment
- How to reassign a User's client to another user
- Organizing the questionnaire tabs
LogiClaim Patch 2015.7.30.1845 released on 12/08/2015¶
LogiClaim Patch 2015.7.30.1817 released on 03/08/2015¶
LogiClaim 2015.7.2.1800 released on 24/07/2015¶
LogiClaim 2015.7.2.1730 released on 05/07/2015¶
LogiClaim 2015.6.25.1669 released on 25/06/2015¶
- What's New in LogiClaim 2015.6.25.1669
- How to Hide the New Related Client Button for Users
- How to Edit an Action Directly from the Action Schedule Window
- Ultra-Dialler Setup
- Setting Company Holidays for Dialler
- Using Ultra-Dialler
- How to Create a Shared Printer Pool
- How to Assign and Action to Print Using Shared Printer Pools
- How to Set Up a Template to Send a Scanned Item from the Client's History as an Attachment
- How to Set Up an Email with a Document from the Client's History Attached
- Configurable Merge Fields
- How to Export all Correspondence in a Client's History
- Adding Claim Questionnaires
- Adding Client Questionnaires
- Setting Questionnaire Permissions
- How to Use the PDF Merge Tool
LogiClaim 2015.4.27.1466¶
- What's New in LogiClaim 2015.4.27.1466
- How to make the FDL field re-editable for a user
- How to use alternative headers & footers for other claim types and commissions
LogiClaim 2015.4.27.1432¶
- What's New in LogiClaim 2015.4.27.1432
- How to show the FOS Reference field
- How to show the Final Decision Date (FDL Date)
- How to rename the tabs in the Claims window
- How to make visible Claim Statuses in the claim form depend on the current Status
LogiClaim 2015.4.21.1416¶
LogiClaim 2015.4.16.1398¶
- What's New in LogiClaim 2015.4.16.1398
- How to change the "Cancelled" label for your own text
- How to copy a questionnaire from one Claim Type to Another
- How to copy Actions and Documents from one Claim Type to another
- How to set up an Action to prompt for follow-up Actions
- How to Edit/View Stages
- How to move/copy attached documents to/from Clients or Claims
- How to reassign a User's clients to another user
LogiClaim 2015.3.12.1342¶
- What's New in LogiClaim 2015.3.12.1342
- How to create a divider page so that scans are seperated.
- How to ignore blank pages when scanning in duplex mode
- How to add Actions to the Scan As drop down list
LogiClaim 2015.3.12.1341¶
LogiClaim 2015.3.12.1327¶
- What's New in LogiClaim 2015.3.12.1327
- How to set an action to save historical attachments to a folder in PDF format
- How to set the copy to PDF from historical attatchments to save in per Bank folders
- How to use per-claim Joint Clients/Applicants
LogiClaim 2015.3.12.1287¶
- What's New in 2015.3.12.1287
- How to make and Allocate part payments
- Creating a Payment Schedule
- How to track Data changes
LogiClaim 2015.3.4.1261¶
LogiClaim 2015.2.18.1249¶
LogiClaim 2015.2.18.1233¶
- What's New in 2015.2.18.1233
- How to change the items that are visible in the Account Name drop down list
- How to hide the Claim ref from the window title
- How to make the Account Name in a Claim change automatically when the Client details is changed
- How to Import Phone Numbers as Leads or Live Clients
- How to use the Claims 'LT ' (list) merge fields
- How to hide the search by Client Ref
- How to change the search by Client Alt Ref to search by Client Ref
- How to rename the Client Ref column to Alt Ref in the client claims list
- How to rename the Ref column/header to Claim Number in the Client ToDo list
- How to add a Alt Ref column in the Client ToDo list
- How to relax the rules re Client and Claim attached to Actions and Documents
LogiClaim 2015.1.28.1212¶
- What's New in 2015.1.28.1212
- How to grant/deny a User permission to view the Total Amount Billed column in the ToDo list
- How to Capture the Client's Middle Name
- How to Hide/Show the Bank Branch Button in the Claim Window
- How to display All Claim Type groups in Action set-up
LogiClaim 2014.12.7.1190¶
- What's New in 2014.12.7.1190
- How to use the Ready to Deploy Flag
- How to include previous names in the Account name
- How to include the 2nd person in the Account name
- How to set-up an Action to print Documents
LogiClaim Release 2014.12.7.1176¶
LogiClaim Release 2014.12.7.1171 (includes 1168)¶
- What's New in 2014.12.7.1171 (includes 1168)
- Setting Up a Debt Payment schedule Action
- How to enable Next buttons for New Debt Client set-up
- Creating a New Debt Client entry
- How to add a Debt Client's dependents
- How to add a Client's Assets
- How to associate a particular debt with various persons
- How to use the debt 'LT ' (list) merge fields
- How to track money received from debt clients
- Set a Creditor's payment-in details
- How to grant/remove Report Builder editing permissions
- How to block Users from using a Custom Report
- Blocking Users from editing the Client Alt Ref field
- Blocking Users from editing the Claim Alt Ref field
- How to set questionnaire answers as Currency
LogiClaim Release 2014.10.27.1126¶
LogiClaim Release 2014.12.7.1121¶
LogiClaim Release 2014.12.7.1114¶
- What's New in Release 2014.12.7.1114
- How to Re-assign a User in a Claim Stage
- How to Authorise a User to see the Claim Duration Tab in a Claim
- How to Set Up a Claim Duration Stage
- How to Apply the tracking of a Claim Stage Duration to an Action
- How to view the Claim Stage Duration information on a Claim
LogiClaim Release 2014.10.29.1086¶
- What's New in Release 2014.10.29.1086
- How to set the default Claim Type Option
- How to set Client and Claim Buttons so that they can only be pressed once
- How to allow / deny a User permission to edit items on the Offer and Billing tab
- How to attach an item from one claim to another claim's email
- How to enable user log-on reporting
- How to view user log-on times
- How to toggle Client file opened logs
- How to set the text-box size and answer length in the Questionnaire
- How to limit an Action to only be run once against a client
- How to change the default window from Claim Details to History
LogiClaim Release 2014.10.29.1066¶
- What's New in Release 2014.10.29.1066
- How to toggle free typing in the Client Salutation field
- How to set the Default From Email Address to overide all Users email addresses
- How to enable the Preview Document function
- How to Auto-Capitalise Names and Addresses in the claim form
LogiClaim Release 2014.10.29.1063¶
LogiClaim Release 2014.10.29.1051¶
- What's New in Release 2014.10.29.1051
- How to show/hide a 2nd person in the client's claim form
- How to enable the Search by DOB feature
- How to Show claim stages in the To Do list
- How to set up Stage Groups to show in the To Do list.
- How to set up Status Groups for reporting
LogiClaim Release 2014.10.29.1050¶
- What's New in Release 2014.10.29.1050
- How to set the Action for the Client Billing Schedule Reminder
LogiClaim Release 2014.10.29.1033¶
- What's New in Release 2014.10.29.1033
- How to Enable the Payments List Report
- How to Run the Payments List Report
- How to Change the ClaimAltRef to say NI Number
- How to Show / Hide the Second Person in a Claim
- How to change the "\" in a Claim number to "/" in Mail merge
LogiClaim Release 2014.10.20.1024¶
- What's New in Release 2014.10.20.1024
- How to open the browser from the client (DIVA)
- How to use the new Report Builder
- How to use the Alternative Client Ref as an Email Subject
- How to change the frequency to force a user to change their password
- How to change the visible columns in the To Do list
LogiClaim Release 2014.9.16.967¶
- What's New in LogiClaim Release 2014.9.16.967
- How to enable/disable the Questionnaire Copy function
- How do I copy the Questionnaire Answers from 1 Claim to Another Claim
- How to Allow/Deny Users permission to Delete Actions in the Client To Do list
- How to Allow/Deny Users permission to Delete Actions in the Client History list
- How to set the system so that it checks the Claim and Client Introducer are the same
- How to look up an address by Postcode from the internet
- How to hide the Internet Post Code Lookup Button (Look Up PC)
- How to authorise the Debt Management section
- How to update Debt Statuses on the drop down list
- How to make a Default Debt Status Type
- How to update Income Source Types on the drop down list
- How to update Asset Types on the drop down list
- How to update Expense Types on the drop down list
- How to update Interest Statuses on the drop down list
- How to make a Default Interest Status Type
- How to Add a Clients Income
- How to Add a Clients Assets
- How to Add a Clients Expenses
- How to Add a Clients Debts
- How to Create a payment schedule for a Debt Management Client
- How to edit / remove a Payment Schedule
- How to Filter Schedule views in the Payment Schedule
- How to add / remove a payment in a Payment Schedule
- How to change the Expected Payment amount of a scheduled payment
- How to Create a billing schedule for a Claims Client
Release 2014.8.7.884¶
- What's New in 2014.8.7.884
- How to set up the paths for printing merged PDF documents
- How to configure an Action to create merged PDF documents
- How to set up a Payment Plan
- How to look up an address by Postcode from the internet
Release 2014.03.19.59 / 2014.8.7.832¶
- What's New in 2014.03.19.59 / 2014.8.7.832
- How to enable Client Claim Stages
- How to Authorise a User to view the Claim Stages Admin Section
- How to Authorise a User to View Client Claim Stages Tab
- How to set up Claim Stages
- How do I select the Update Claim Options
- How to run the Action with Follow On Action Report
Release 2014.8.7.808¶
Release 2014.8.7.807¶
Release 2014.03.19.57¶
Release 2014.03.19.56¶
- What's New in 2014.03.19.56
- How to Allow / Deny a User permission to see the FOS Questionnaire tab
- How to Allow / Deny a User permission to see the Status Log tab
- How to Allow / Deny a User permission to see the Client Profile tab
Release 2014.03.19.53¶
- What's New in 2014.03.19.53
- How to Configure Claim Type Options
- How to make Claim Type Options Visible
- How to Enable Live and Leads Search
- How to Search for Live Cases and/or Leads
- How to Create an Action that Converts a Lead to a Live Client
- How to Import Phone Numbers as Leads or Live Clients
- How to Add Multiple Banks for Multiple Claims on to 1 Letter
- How to Set up an Action to run on only one specific Claim Type or All Claim Types - Create an Action Group
- How to Set up an Action to run on only one specific Claim Type or All Claim Types - Create an Action
- How to Set up an Action to only run other Actions
- How to Export Claim Attachments
- How to Change the configurable Labels in the Claim Screen
- How to change a User's Permission to View Claim Amounts and Solicitors sections in a Claim
- How to change a User's Permission to View Introducer Details in a Claim
- How to Search the Bank List
- How to Automatically save the current user as the Client User and the Claim User
- How to Allow / Deny a User Permission to change a Claim Status
Release 2014.03.19.44¶
Release 2014.03.19.36¶
- What's new in 2014.03.19.36
- How to Print a Barcode on a letter and automatically attach it back to the Claim when Scanning
- How to use the Run Now feature in Actions
Release 2014.03.19.01¶
Release 2014.03.09.01¶
Release 2014.02.13.01¶
- What's New in 2014.02.13.01
- How to make User Teams visible
- How to Create, Edit or Delete a User Team
Release 2014.02.04.02¶
Release 2014.01.27.02¶
- What's New in 2014.01.27.02
- How do I change the Salutation on a letter and identify whether a claim refers to a primary, secondary or both ...
- How to change the Default Currency Symbol
- How to deactivate the Conflict Button
Release 2013.07.29.25¶
- What's New in 2013.07.29.25
- How to hide license information
- Main To Do List Is Hierarchical
- How to Enable or Disable the Search button for a User
- New Client button can now be placed on the main screen
Release 2013.07.29.24¶
- What's new in Pre-Release 2013.07.29.24
- How to add Daily Automation to an Action
- How to Authorise Daily Automation
- How to Set a Default Printer for a Document in the Document Library
- How to Enable or Disable the Search button for a User
Release 2013.07.13.10¶
- What's new in 2013.09.13.10
- How to view the Introducer and Sales Performance Report
- How to view claims based on changes in status over a date range
Release 2013-07-23¶
- What's new in 2013-07-23
- How to set visual flags for Status Boxes on a claim
- How to schedule a review for Prospectives Claim with no Actions in to do
- How to make a Claim Type Mandatory
- How to override claim type commission percentage with introducers percentage
Release 2013-07-01¶
- What's new in 2013-07-01
- How to filter the history of a client
- How to restrict a User to view only the Clients they are owner of
- How to use the new User Performance And Workload Report
- How to use Client Questionnaire
- How to make a Status Bullet Proof
- How to set the default value of a question in the Questionnaire
- Display Link Between Related Clients
- Edit History User Permission
- Add Labels to Questionnaire
- How to display the Account Owner Type
Release 2013-04-28¶
- What's new in 2013-04-28
- How to configure the new style questionnaire
- How to use the new style questionnaire mail merge fields
- How to copy answers to the old style questionnaire to the new style questionnaire
- How to create and apply user setting templates
- How to view 2 addtional previous addresses of each client
- How to configure client level text boxes
- How to configure an Action Type to automatically set the final response date
- How to display Reports in the General Menu
- Faster Scanning