The latest release of MerusCase includes:
Upcoming Birthdays Report:
Includes address and language information, making it easier to use the report as the foundation of a mail merge to envelopes or postcards.
Criminal cases now have a Charges tab:
Record the details of the arrest.
- various dates
- police report and booking numbers
- bail information
- test results
- statements
- docket information
Record the details of the charges filed.
- type
- classification
- code
- conviction status
- parole status
Changes to Receivables/Payments:
See all invoices and refunds applied against a payment regardless of age (previously capped at 180 days).
Apply a payment to an invoice based on Matter or Bill To Contact (previously restricted to invoices that matched both Matter and Bill To Contact).
Improved layout of attached invoices and refunds; the math should be clearer now.
Redesigned Colleagues List:
Better support for larger groups.
Additions to Add New Case:
Force the creation of contact so that clients with the same name are not merged inadvertently.
Create retainer and initial payment entries during case creation.
Change/Audit History for Case Ledgers and Invoices:
User activity in Case Ledgers and Invoices is now recorded and visible using the 'View History' widget available in all Case Ledger and Invoice views.
Minor refinements:
- Venue information is now shown in the Case/Matter preview available by hovering over the folder icon when browsing cases.
- In Chrome, checkboxes are drawn properly again. A Chrome update changed how checkboxes were drawn, and caused them to be placed incorrectly.
- Using the address autocompleter when composing a message no longer breaks the compose window preventing addressing, or even completing, message.
- Another Chrome update changed how email fields are handled. The downside to this is that tablet (iPads particularly) users will no longer be presented with the email keyboard (the one with the '@' displayed. initially) when entering addresses.
- Now recording an activity when a case is deleted.
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