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
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