Important

• Filter selectors in User Preferences now act as defaults even if no filter text is specified; setting these to your most-used filtering options will significantly reduce the time it takes to filter your lists.
• Save to Merus button in Word now saves the document only if it has been modified

Activities

• Default activity tag is now respected when tagging uploaded documents in Browse Firm PDFs.
• Bulk deleting activities properly respects user permissions again.
• Linked document activities retain their links when the document is updated.
• Now able to link an activity to related cases when creating a new activity. Previously, linking was only available when editing an activity.
• Removing the link from a linked activity is now immediate; it is no longer necessary to refresh the page.

Events

• Improved handling of timezones when interacting with events.
• Browsing calendar events now respects the 'NOT' keyword when filtering.

Invoices and Ledgers

• Reviewed ledger items that have been invoiced no longer show as reviewed in the case ledger; they are now properly shown as invoiced.
• Exporting invoices in LEDES format now correctly truncates all carrier billing ids.
• Summary box on PDF invoices properly summarizes again.
• Ledger items behave better when the 'Review Ledger Items' preference is toggled.
• Improved behavior when applying payments to invoices; it is now much harder to overdraw the receivable, and payments won't be marked reconciled if they have a negative balance.
• Improved handling of very large numbers.
• Placeholder Invoices properly displayed when creating a receivable (3.26)

Messages

• Deleting a message and then browsing the message list no longer jumps to the previously selected message.
• Viewing messages on smaller screens has been restored. (3.26)

Preferences

• Firm preference for requiring a billing code selection is respected when logging time in an activity, and when composing a message.

Reports

• New Report: A/R Receivables (per Payor) - a report that summarizes receivables from selected Payors.

Tasks

• Contact preview icons in Company Details have been restored.
• Now able to change a Firm Office's venue after creation.
• Notifications sent to the Attorney Responsible when attaching a Firm PDF to a case display the case name properly again.
• No longer creating an empty applicant when creating a new case using the ADJ lookup and forcing the creation of the contact (a.k.a, allowing duplicate contacts).

Other improvements for a faster, better experience when using MerusCase.