Starting tonight, you may notice changes in your
MerusCase experience as the new features of Version 3.9 are put into effect. This release will be staggered, meaning that some firms will have access to the new features prior to the global release, which is scheduled for next week.
You can check out our more in-depth blog posts and knowledge base articles about each feature, here:
- Employment History Tab
- Multiple Addresses (Current & Past)
- Click-to-Call Phone Numbers & Social Media Integration
If you're interested in the full list of features, feel free to read through our release notes, below:
You can check out our more in-depth blog posts and knowledge base articles about each feature, here:
- Employment History Tab
- Multiple Addresses (Current & Past)
- Click-to-Call Phone Numbers & Social Media Integration
If you're interested in the full list of features, feel free to read through our release notes, below:
Contacts
- No longer limited to a single address
- Addresses can be designated as Mailing or Physical
- An address can be designated as Primary
- Residency/occupation dates associated with each address
- No longer limited to five phone numbers (three voice, two fax)
- One voice number and one fax number can be designated as Primary
- No longer limited to two email addresses
- An email address can be designated as Primary
- Added ability to save aliases
- New fields
- Address
- Move-In Date
- Move-Out Date
- Country
- Alien Registration Number
- Country of Birth
- City of Birth
- Nationality
- Facebook Profile
- LinkedIn Profile
- Employment History
- Company Name
- Company Address
- Position/Title
- Start Date
- End Date
Case Files
- New Immigration case type
- New file 'drop target' in the left navigation area when viewing a case allows uploading of documents using drag-and-drop
- Bill To contact's name and address now shown in Case Details and the case preview hover
- Name and address are italicized in the preview hover
- Cases created using the ADJ/EAMS Lookup now have proper start and end dates for associated injuries
Case Ledgers
- Billing Quick Codes are now properly limited to 5 characters
- More consistent behavior when a description has been entered, and a predefined description is selected
- General Staff users can no longer edit entries made by other users
- Export menu items now work on Firefox
- Improved compatibility of Tabs3 export format
Messages
- Print Full Body option now includes all CCs on the printed output
- Notification messages, i.e. Document Uploaded are now properly delivered if the folder being synchronized is something other than Inbox
- Resending no longer strips the message's attachments
Preferences
- Firm
- New Invoice format that displays Date, Case, Description, Qty, Rate, and Amount
Miscellaneous
- Removed Recent Contacts from left panel navigation area
- Other improvements for a faster, better experience when using MerusCase.
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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.
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