Version 3.5 Ananke: New Recent Firm Activities List

Version 3.5 Ananke has arrived, and one of the premier features of this latest release is a new Recent Firm Activities list, which displays every case-related activity each user has recorded in MerusCase over the last seven days.

This allows users and administrators to quickly and easily preview all logged phone calls, emails, documents, court forms, events, notes and tasks attached to every case in the firm.

In a large firm where multiple employees work on myriad cases, it’s easy to develop a sense of “tunnel vision,” only concerning yourself with the cases in front of you. This new feature gives employees and administrators access to all the goings-on in a firm, delivering a new level of information-sharing to MerusCase users.

The Recent Firm Activities list also empowers administrators to check up on what individual users have been doing in MerusCase over the last week.

Has your boss ever approached you and asked, “Hey, what have you been doing all week?” With MerusCase’s new Recent Firm Activities list, now you can respond, “Hey, just filter the firm-wide activities by user and take a look.”

Accessing Recent Firm Activities

Users have two options for accessing the Recent Firm Activities list.

Option 1:
1. Navigate to Cases
2. Select Recent Firm Activities from the drop-down menu under Cases.

Option 2:
1. Navigate to Cases > Browse Cases
2. Select the Activities tab.

Filtering Recent Firm Activities

What makes this feature more impressive is the ability to filter the list by several different categories, including Description, Activity Tag, Case, Date/Time and User.

To filter, select an option from the drop-down menu and type in the data you want the list to display exclusively, such as activities associated with a certain user or recorded on a certain date. Hit the "+" button to add a second level of filtering to the list.

A set of quick links anchored at the top allows users to quickly filter the list by certain Activity Tags, including Phone Calls, Messages, Documents, Events, Tasks, Notes and Court Forms.

Examples:

If you want to see all case-related emails that were sent or received on a certain day, just filter the Recent Firm Activities by Message and Date.

Looking to view all the documents saved or created by a certain user over the last seven days? Simply filter the list by Documents and User.

This same logic applies to all other filter categories as well. To see more details on all of Ananke's upgrades, please see our previous new version release blog post and stay tuned for further updates.

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Note: This post features MerusCase Version 3.9 or earlier. As such, this post may no longer be accurate. For the most current and up-to-date information about the latest version of MerusCase, please visit our documentation at docs.meruscase.com.