General

• Added ability to export data from any table as CSV or Excel Worksheet

Activities

• Telephone Call activities now have previewable and clickable Associated Contact
• Phone number is now displayed when selecting Associated Contact
• Description sorting in Firmwide Activities is now fully functional

Books

• Bill To Party properly displays first and last name if the party is an individual and not a company
• Who and Date Exported filters in Charges: Exported are ready for use
• Last Invoice Date filter in Create Invoices is ready for use

Case Files

• Fixed ability to delete vehicles in Personal Injury: Motor Vehicle Accident
• Better labeling of witness location selectors
• Replacing the rate on historical ledger entries now obeys the firm's rate priority

Case Ledgers

• Suspended user's initials are properly shown (instead of "?") when editing entries

Documents/Forms/Templates

• Party's primary address is pre-selected when merging templates
• Personal Injury dates now properly auto-fill

Invoices

• Delivery Method can now be saved when Delivery Date is not provided

Messages

• Better handling of links in sent messages

Parties

• Insurance fields no longer shown for case types where insurance is not required (i.e. Immigration)
• Proper auto-fill of City, State, and County when providing Zip Code when creating a new party
• Better behavior of Back to Top widget

Miscellaneous

• Secretary Handling has been changed to Assistant Handling
  
  

Activities

• Unhiding previously hidden activities is possible again
• Viewing hidden activities no longer displays an error message, and the activity is properly shown
• Description can now be sorted when a filter is applied
• Activity Tags can now be applied to multiple activities in a single action
  • Use the checkboxes in the Activities list to select activities, click the Add Activity Tags button, and select the tags to add

Calendar

• Improved display of users list

Case Files

• Damages
  • Dollar Balance now shown in table footer
• Parties
  • Better feedback when hiding and showing parties
• Personal Injury
  • Witnesses are displayed on the Incident tab again

• Attempting to view a message in a related case no longer reports that the message has been deleted
• Now able to select an existing contact when creating a new case
• Now able to select/deselect associated contacts when importing a case using the ADJ Import feature

Case Ledgers

• Exporting
  • Improved formatting of ledger descriptions to prevent invalid export files being created
• Predefined descriptions are no longer inserted at the front of an existing description when editing a ledger entry

Contacts

• Holidays may now be selected using the date picker when setting Date of Birth and Date of Death
• Improved availability of Mailing Labels menu item
• Attempting to view a contact by clicking on its preview icon works again
• County dropdown menu now works when editing an existing address

Dashboard

• Productive Team Members chart only measures live users now

Documents

• Editing the activity associated with a document is possible again

GenieDocs

• Case types other than Workers Compensation can subpoena records again

Events

• Better behavior and feedback when creating events

Injuries

• Now allowed to select holidays with the date pickers when setting injury dates
• Vocational Rehab field is now visible when viewing an injury
• Improved layout of fields

Invoices

• Table total now updates when an invoice is deleted

Messages

• Signatures are again included on forwarded messages when Email Signature Placement is set to On New Messages Only

Party Groups

• Improved behavior when replacing party groups

Reports

• New Cases List with Injury Detail - Defense report with data tailored to defense firms
• Any report can now be exported using the Export button in the Report Criteria dialog, and selecting the desired format

Miscellaneous

• PDFs now open in a new tab (inline) rather than being downloaded immediately
• Better behavior of table filters
• Printed dates are no longer relative, i.e. yesterday, tomorrow
• Improved table behavior on iOS
• Improved beahvior when JET filing forms with special characters
• Other changes to provide a better, faster MerusCase experience