Full Release Notes for the Nerds at Heart

Activities

• Improved behavior when clearing a date/time filter on the Activities list
• Word documents forwarded from the Activity list no longer display the PDF icon
• More consistency around tagging activities; batch tagging now follows permissions of tagging a single activity
• Improved behavior when viewing an activity that is tied to a quick-saved document

Activity Tags

• Deleting multiple tags no longer requires a refresh between each delete action

Books

• Better behavior of amount applied field when saving a payment/receivable
• Operating Account ledger types are no longer shown when recording payments in the Client/Trust Account
• Improved audit histories for invoices and receivables
• Payment Method is now shown in Payments: History and Payments: Unreconciled

Calendar

• Creating an all-day event by clicking the All-Day section of the calendar no longer sets the start day of the event back one day
• All-day events are no longer shown with start and end times when viewed
• All-day events are properly reported as all-day when synced to CalDAV devices
• Improved behavior when dragging events to or from the All-Day section of the calendar

Case Files

• Case file preview displays correct counts for Employers, Carriers, and Defense Attorneys
• Added a citation number to the Charges Against Defendant of a Criminal case
• Charges and Priors are now shown in the case file preview for Criminal cases
• Mark Case Reviewed link has been changed to a button to make it more apparent

Case Ledgers

• Improvements when using Allocation Mode and applying all suggestions
• Better behavior when using Save & Add More Time, Save & Close, and Save & Send

Contacts 

• Improved updating of contact list when an address is deleted
• Reduced confusion around a contact's billing party status

Documents

• Improved updating of linked documents
• Search results are no longer retained after clearing the search term
• New merge fields for Addressblock with Fax and Email

Events

• Improved display of dates for multi-day events
• Firm Office selector for assignees is now additive; current assignees will not be removed if a subsequent firm office is selected

Invoices

• Cases that don't meet their Minimum Invoice amount are now disabled by default

Messages

• Using Send & Delete now properly saves the original message and any attachments if the reply is linked to a case
• Cursor/Insertion point no longer jumps to the main search field when forwarding a message
• Improved behavior of recipient (To, CC, Bcc) widgets

Parties

• Selected party group is no longer ignored when adding a new contact using the Party tab

Preferences

• Messages default filter options are now more appropriate for the various folders, e.g., Inbox, Sent, etc.

Reports

• List of reports is now sorted by name by default
• Cases List with Injury Detail no longer generates an error when the report has a large number of cases
• Updated column headings for AR Aging - Point in Time Snapshot for clarity
• Improved Cash Flow per User to better handle applied discounts
• A/R Receivables per User now properly includes ledger entries other than Invoice: Billable Time
• Cases in Need of Review no longer requires cases to have an Applicant set
• A/R Ledger now includes a Bill To

Settlements

• Changing the Gross Amount of a settlement after a bill for the Legal Fee has been generated no longer changes the Legal Fee

Tasks

• Improved behavior when using the control column to print a task
• Applied filters are now retained after editing a linked task

Third Party Integrations

• Open, full access to third party vendors of value-added services, e.g., discovery, copy services, vocational rehab, etc. Nominate your vendor for inclusion today
• Firm-wide administration interface for subpoenaed records (copy and discovery) services

Miscellaneous

• Audit Histories no longer appear blank if a default filter has been applied to the audited item's type, e.g., an invoice, or receivable
• More clarity around the suggested email address when setting up email synchronization
• Improved text display in many themes