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Monday, January 15, 2018

Version 5.1 (Cordelia) Release Notes

Welcome to MerusCase version 5.1!

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  • Improved the layout for the following system generated Activities: Task CompletedEvent Updated, and Event Created
  • Improved behavior when encountering an activity with no valid Activity Tags

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  • Better behavior flagging contacts as billing contacts when the contact is assigned to a single case

  • Improved layout of interface elements when logging fees in the Client Account

  • When logging time, changing the case correctly changes the Ledger Type according to the case's settings

  • Editing an invoice's header data is now prevented if a payment has been applied

  • Leaving Allocation Mode now correctly hides all the appropriate interface elements

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  • Ensured presence of the Child Support Calculator for Family Law - Custody case files

  • Improved layout of Incident tabs for all personal injury case types

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  • Filtering by People Type is now properly reflected when contacts are exported

  • Improved behavior of the firm-wide Remove Duplicates tool for contacts in Data Management

  • Improved behavior when merging individual contacts

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  • Attachments on draft message replys are no longer removed when the draft is reopened


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  • A/R Ledger Report (by ledger type) now includes the initials of the user who billed the time entry in the Billed By column

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  • Workflow: Tasks created by workflows now display information about when they were created, and that a workflow was the origin

  • User Preferences: Jurisdiction properly saves when multiple jurisdictions have been deselected

  • Firm Preferences: Added additional information when a Third Party Filer Authorization Form is generated

  • Events: More accurate indication of event duration when viewing an event

  • Calendar: More timely feedback when adding a new event

  • DWC E-file Packets: More consistent updating of Date Submitted for QME 106 submissions

  • DWC E-file Packets: Improved handling of error states returned by the DWC

  • Improved layout of various labels, comments, and other interface elements

  • Clicking on items in a Case Agenda when viewing a Task or Event no longer warns about leaving

  • Improved behavior when refreshing the view of a Firm Branch Office

  • Other changes for a better, more efficient MerusCase experience

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As always, we hope you enjoy the latest update of MerusCase!

Posted by David Glass on Monday January 15, 2018 4 Comments

Labels: Releases

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