Activities
- Completed Forms (activities with 'Form Completed' and 'Document' tags) can be forwarded again
- Printing the Activities table properly includes the full description
- Improved handling of diacritical marks in activity descriptions
Contacts
- Properly displays primary phone number in contact list
- Better handling of website links
- Contacts synchronized to a mobile device now include all phone numbers
- Email addresses determined to be invalid due to a bounced message can no longer be clicked to start a new message
Case Files
- More consistent handling of data retrieved using the ADJ import
- Immigration
- Forms now display correct label
- Deleting a form from Activities now resets the completed status of the form and is displayed properly on the Case Details view
- Can now add Case Packets after case creation
- Forms in a packet are now ordered with optional forms after required forms
Case Ledgers
- BCS export format includes Branch Office Location again
- Export formats (TimeSlips, BCS, etc.) are now delivered to the user's Inbox even if the user is synchronizing a folder other than 'Inbox'
- Use of Select All Visible and Select Entire List links now produce invoices based on the set sort order
- New Export format option for Juris
Documents & Forms
- Address, phone, fax, and email fields for Attorney Responsible merge properly again
- Extended address block fields merge properly again
- Improved behavior when merging documents in a case with no injuries
- More consistent display of relevant forms after changing Jurisdiction in User Preferences
Messages
- Tab order adjusted for better flow from message header info (recipients, subject, etc) to message body
- Improved behavior when printing a message's full body, particularly when the message is in the middle of a conversation
- Better handling of messages bounced because of invalid email addresses
- Email addresses determined to be invalid due to a bounced message are no longer available for selection when composing a message
Preferences
- User
- Jurisdiction is now a multi-select option
Reports
- AR: Receivables (per Payor) now allows selection of Companies and Payors that are not in the rolodex
Tasks
- Assigning a task to a case after the task has been created now updates the Task list immediately (no refresh required)
Miscellaneous
- Administrative users are now notified if their firm expiration date is approaching (or has passed)
- Other changes for a better, faster MerusCase experience
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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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