MerusCase 4.8 is here!

This release is packed full of new features and upgrades, so the notes are a bit longer than usual! Check the Spotlight section for the highlights, and keep an eye on the MerusCase Insider for more details on certain upgrades!

Customization options galore! You can now customize the name of your case files using the Edit Case Info widget available in the left panel navigation above the case name. In addition, you can now customize the party displayed on Case Details.

Attention Family Law Firms! We've heard your feedback, and have added new case types for Custody, Divorce, Spousal Support, and General family law cases. Each case type has a specific tab for key details, like custody arrangements or marriage information.

One more for our Immigration Firms - the Filings / Immigration Packets section has been moved to the Immigration tab, so you can now track citizenship details, addresses, employment, and filings in one place!

• My Billable Time and Staff Time are now initially sorted by Date
  
  
• Added 3 minutes (0.05) billing increment. This can be adjusted on a firm, billing contact, or case-specific level
  
  
• Receivables and Payments behave more consistently when linked or unlinked to invoices, or when the case is changed. Invoices with a $0.00 amount are excluded when attaching a payment to multiple invoices
  
  
• Invoices Paid section now includes all invoices regardless of age
  
  
• Display of hours more consistently rounded to two decimal places
  
  
• Improved handling of bulk changes to ledgers, e.g. marking many ledgers Reviewed at once. Enhanced handling of changes to large amounts (>1000) ledger entries
  
  
• Improved PDF invoices with accented characters
  
  
• Other improvements include:
  • Improved behavior of Cmd/Ctrl keys when ledger description is at its maximum length
  • Better handling of calculations and rounding ledger entries through the API
  • More responsive reconciliation when marking invoices Paid
  • Improved response when reconciling a bill in Client Account Bills
  • Better display of entries in My Billable Time for Power Users and General Staff, when the firm is set to not display dollar amounts
  • More consistent behavior when unlinking an invoice from a payment

• Family law firms rejoice! The 'Family Law' case type has been split into New Family Law Case Types  for more streamlined case management
  
  • Custody - including Proposed and Current custody agreements
  • Spousal Support - including Proposed and Current support agreements
  • Divorce - including separation arrangements and marriage information
  • General
    
    
• Court Case Number now available in Family Law and Civil case types
  
  
• You can now set Custom Case Names using the Edit Case Info widget, located above the case name in the left navigation panel
  
  
• The Party displayed on Case Details can now be customized! You can now add the party that is most important to you to the main page of your case file, using the Show in Case Details widget on a party's contact card
  
  
• Attention Immigration Firms! The Filings section has been moved to the Immigration tab. You can now manage all immigration-related information on one screen!
  
  
• You'll also notice enhancements to:
  • Combining cases that may have the same contact as a party multiple times
  • Creating a case with an invalid ADJ number
  • Refreshing an archived case with an Incident tab
  • Using the Add to Case as a Party button
  • More consistent button placement on the Contact Panel
  • New users have a default filter of Name on the Browse Cases screen
  • The Ambulance display in the Incident tab now displays Yes/No

• You can now Merge Contacts using the Combine/Merge Contacts button on any party's contact card
  
  
• Duplicate aliases/pseudonyms are consolidated when saving or merging contacts
  
  
• Print Mailing Labels option is now available in Search Contacts & Companies
  
  
• Other minor upgrades:
  
  • Improved loading of non-US addresses after editing
  • More consistent behavior of Save and Cancel buttons on the New Employment History panel
  • Previous Employer properly populates the company autocompleter when viewing a previous employment entry

• New integration with Microsoft Word (as part of Office365 or Office 2016)! Link documents to your case files using an add-in available from the Microsoft App Store
  
  
• JETfile Packet Attachments now more reliably keep the document's file name when received by the DWC
  
  
• In the Browse Subpoenas screen, you can now duplicate an order via the Clone Order option. You can also manually mark an order complete if the Needed By date has passed.
  
  
• We've enhanced:
  • Display of archived cases in Search Firm Documents and Recent Firm PDFs
  • Document previews of identically-named files that are linked to different cases
  • Behavior of the Batch Scan History subtab
  • Clarity around how records are delivered for Copy Service Orders

• Court forms will no longer display a horizontal line at the top margin of the page
  
  
• Form text is handled more consistently, and will not overrun the appropriate form area
  
  
• New Reports:
  • Billable Time: By Day (by Bill To)
  • Upcoming Events per Claims Adjuster Assigned
    
    
• Other improvements to:
  • Auto-fill of Date of Injury values
  • Default filter in Court Forms is more consistently set to Name when no user preference is set
  • Certain forms with Date Range fields can now include PRESENT as a value
  • Improvements when creating forms with no fields
  • Ability to view finalized QME 106
  • Court Auto-fill information on court forms
  • Fine tuning of Cases Needing an MMI/P&S Date and Receivables Per Payor reports

• New integration with Microsoft Outlook (as part of Office365 or Office 2016)! Link messages to your case files from Outlook using an add-in available from the Microsoft App Store
  
  
• Improved feedback when marking messages Read/Unread
  
  
• Attachments to messages linked to cases more consistently display in document search
  
  

• Additional updates:
  • More consistent handling of attachments when messages are sent from the Outbox
  • Improved handling of attachments when attached from the case and uploaded manually
  • Better updating of Sent Items after a message is sent
  • Attachment display on refresh of message draft

• Calendar & Events
  
  • Printed Events table now honors Where/Location filters
  • Improved interaction of All Day checkbox and End Date and Duration widgets
  • Sorting on the Where/Location column is now possible
  • Improved layout of Browse Events on smaller device screens
  • More consistent placement of Assignees selector
  • Improved updating of calendar views
  • More consistent display of All-day events
    
    

• Misc.
  • Operations on selected items no longer affect selected items that have been removed from the list because of a filter
  • Improved drag and drop of Jet Filing documents on iPad
  • Printing a task using the control menu Print Task option no longer prints an extra blank page
  • More consistent behavior when using Cmd+Tab on iPad+keyboard to switch between apps
  • Updated Email Account presets
  • CSV Import Data no longer imports duplicate data if the data is examined more than once
  • Improved handling of accented characters in case file autocompleter
  • Better behavior of in-app Help
  • Improved behavior when performing actions on large datasets
  • Cut/Copy/Paste operations are now limited by user account level
  • Dropdown selector options now displayed properly in Firefox
  • Improved behavior and layout when filtering lists on small screens
  • Corrected description in Monthly Invoice Cycle
  • Filter applied to main list no longer propagates to filter field in right panel view