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Monday, September 22, 2014

Coming Soon: Version 3.5 Ananke Release

Within the next few days, MerusCase users can look forward to a date with destiny. Ananke, our latest new version release, shares a name with one of Jupiter's 67 moons. This moon was named after the Greek goddess of fate. For MerusCase users, Ananke will soon be knocking at the door with a new batch of upgrades.

A few of Ananke's divine developments include new data displayed in case and party previews, enhanced list sorting by due date and alphabet, and formatting fixes for email messages and invoice printouts.
See below for a list of all the upgrades to look forward to when Ananke arrives on a fateful mission to improve your user experience.


Activities

  • Improved Activity Description and File Name interaction so that 'almost exact' matches of the two will hide the File Name. 
    • This should reduce the likelihood of entries in the Activity List that look like this: My Activity [My_Activity.docx]

Cases

  • Settlements 
    • Now possible to delete settlements 
    • Added Back to Summary button to make it easier to leave a settlement's detail view 
  • Case File Preview now displays Incident/Accident Date for Personal Injury cases 
  • New Activities tab that displays all activities, on all cases, firm-wide, that have occurred in the past seven days 
    • Accessed via the 
      • Recent Firm Activities menu item in the Cases menu, or 
      • Activities tab that is available when browsing Cases 
    • Provides an at-a-glance overview of what is happening in the firm 
    • Can be filtered in all the ways that an individual case's Activities can be 

Client Account

  • Settlements that have been deleted no longer appear on the Open Settlements tab 

Events

  • Event Types are now in alphabetical order when creating a new event, or editing an existing event. 

Invoices

  • Improved behavior when ledger descriptions contain fancy characters, i.e. curly quotes and apostrophes. 

Messages

  • Improved linking-to-case behavior of new messages when previous messages were linked to a case 
  • Font no longer shrinks after deleting text when composing a message 

Parties

  • Party phone numbers (Phone Number, Fax Number, etc) are no longer hidden in the summary dog tag after editing the party 
  • Ability to search by People Type when adding parties to a case 

Reports

  • Case Number obeys the Secondary Case Identifier Firm Preference in more reports 
  • Stale Cases is no longer limited to the Stale Cases Interval User Preference. A selector is provided with a variety of intervals. 
  • Invoices
    • No longer includes deleted invoices 
    • Description is more accurate 
  • Dates of Injury now includes case type, and properly reports on incident dates for personal injury cases 
  • Billable Time: Summary description indicates that suspended users are included in the report, and displays (Suspended) next to the initials of suspended users 
  • Referrals now reports on an additional people type - Referral Recipient - to indicate the individual to whom the referral was directed 
 

Tasks

Initial sort is now ascending on the Due Date, so tasks with the closest due dates are now at the top of the list. 

Uploads

  • Now able to upload WordPerfect templates (.wpt), and text files with the .log extension 

Miscellaneous

  • Case Statuses are now sorted in proper alphabetical order
    Posted by MerusCase on Monday September 22, 2014 0 Comments

    Labels: Releases, Engineering

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