Activities
- Case File field no longer gets cleared when it loses the focus
- Editing a task's activity no longer loses the Tags button after saving
- Improved behavior when attempting to add images to the activity Description
Activity Types
- Improved feedback when attempting to delete an Activity Type that is in use
API
- Now properly prevents adding documents to completed orders
Books
- Improved feedback when moving charges between Open, Reviewed, and Rejected
- Add Another Entry Like This no longer creates Detail View with an unusually small Case File entry field
- Invoices
- Payment Received ledger entries are now displayed on invoices in addition to their values being applied
- Exporting or printing the Invoices tables no longer includes 'Older Items Present' warnings in the output
Calendar
- Selected assignees are now maintained when the calendar is redrawn or refreshed
CalDAV
- Viewing an event with a location on a synced device no longer loses the location or Event Type
- No longer including Statute Satisfied events in the synchronization
Case Files
- Improved display of Case Comments and disclosure triangle
- Follow Up dates are now always tied to an Event
- Improved interaction with Follow Up date/event widgets
- Editing a contact when view Case Details now displays reasonably-sized edit fields
- More consistent behavior when using the Change All Historical Billing Items and Update Case Billing Info buttons
- Saving a custom phase of a Case Budget no longer creates an increasing number of notifications
Contacts
- Companies now have access to the Alias field previously restricted to contacts only.
- Alias field expanded to 64k to accommodate extraordinarily long company names
- Improved layout of Phones, Emails, and Alias widgets
- Travel Documents renamed to ID Documents to reflect the ability to save other document types like Birth Certificates
- Initial filter when attempting to merge a contact is now properly applied
- Better behavior when attempting to delete a contact that was recently removed from all of its cases
- When merging contacts, email autocompleter entries are no longer prioritized over rolodex entries
- Printing a billing contact's case list no longer includes the 'Older Items Present' warning in the output
Dashboard
- Agenda list view now properly shows Task and Event icons for the appropriate items
- Improved behavior when many activities have long descriptions
Documents
- Improved display of preview icon and very long filenames when viewed in Detail View
- Merge Fields
- INJURY:status and INJURIES:status merge fields no longer merge in Array
- Fields added for Family Law case types
Events
- Case File field is no longer editable for Follow Up events
- Edit button no longer hidden at very narrow window widths
- Filtering events by Assignees now properly interprets the OR clause
- Improved interaction when editing and viewing events that are Unassigned
- Better behavior when attempting to create a new event using the New Event menu item in the Calendar menu
Firms
- Now preventing the deletion of Branch Office entries if a replacement Branch Office is not provided
Forms
- Improved behavior when autofilling number-only fields
- eFile QME now outputs the selected Dispute Type properly
- No longer hiding the Quick Filters when showing legacy forms
- Improved consistency of interface widgets and menu options when viewing the Forms table
Messages
- Vendor firms now have access to the Messages tab in order to receive large reports that are automatically sent to the Inbox
- Forwarding the PDF version of template now properly names the attachment the template's filename.
- Now smarter about what to display in the Detail View when messages are deleted
- Subject or Case File fields losing focus no longer removes previously added recipients
- Sending a message to a contact that is not in the rolodex no longer creates both a contact and a company with the contact's name
Parties
- Now properly preventing the addition of a deleted contact as a party
- More consistent behavior when adding and removing contacts from cases
Reports
- Improved interactions with reports that can take a long time to complete
Tasks
- Improved behavior of the Date Calculator
Third-Party Apps
- More accurate counts of events and contacts synced via CalDAV and CardDAV respectively
- CalDAV and CardDAV now display device information and date of the last sync
Users
- Now able to reassign a user's incomplete tasks, future events, and case staff assignments en masse
- Reassign User button available when editing a user
- Improved interface of Users edit panel including easily adding the current IP to the whitelist
- Attempting to view a user without the correct permissions now properly reports the error rather than indicating the user has been deleted
Miscellaneous
- Added Export Table and Print Table options to output menu for tables that were missing them
- Improved display of many interface elements in various themes
- Updated the Merge Field Reference Guide to include new merge fields
- Open a Detail View no longer changes the main view or index
- Printing or exporting a table after scrolling through the items no longer omits the scrolled items from the printed/exported data
- Other changes for a faster, more enjoyable MerusCase experience
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