Version 5.11 (Perdita) Release Notes

Activities

• Spending a long time writing a description when linking a document to a case no longer leaves the interface in a state where the activity can't be saved.
• Widgets no longer disappear when performing Edit->Cancel->Edit on document activities 
• Removing tags now triggers the unsaved changes notification when attempting to navigate away
• Print On-Screen Panel no longer generates extra blank pages
• Safari: printing an activity no longer includes the main table
• Telephone Call activities more consistently pull the associated contact's telephone number rather that their fax number

API

• Show Historical Tasks preference is now properly honored

Books

• Invoices
  
  • New option for the format of the Summary Box on PDF invoices
    • Standard - Billed By, Rate, Hours, and Amount
    • Extended - Billed By, Role, Rate, Hours, and Amount
  • Start Date is now displayed more consistently when viewing an invoice in the Detail View
  • Invoice Cycle no longer appears twice in the filter options of the Create Invoices list
  • More consistently filling metadata fields when editing an invoice that was previously viewed
  • Ledgers coded as Write-Off/Charge-Off are now displayed properly on invoices
  • No longer prompting to save changes after canceling an edit of invoice metadata and attempting to navigate away
  • More consistent behavior of Delivery Method, Delivery Date, Tracking Number, and Confirmation Number fields when changing the Delivery Date
• Ledgers
  
  • Save and Add More no longer fails to reset the ledger window under certain circumstances
  • More consistent display of amounts for ledgers when being edited
• Invoice links in the Biggest Deadbeats list now open the referenced invoice correctly

Calendar

• Editing an event no longer doubles the event's duration
• Week View printed output no longer displays a first column that is too wide

Case Files

• Family cases now properly display a Family option in the Forms & Templates section of the left panel navigation
• Ordering multiple document types from a Copy Service Vendor no longer improperly draws the Detail View
• Increased spacing between Hourly Rate field and Recalc Rates button
• Changing the Bill To Contact on a case now properly displays the settings for the previous Billing Contact more consistently
• Case Budget Phases no longer show 'Not Set' for phase details tooltips when displaying a template that has details set
• Improved layout of Filings section in Case Details of Immigration cases
• Improved layout of Follow Up date field and alert
• No longer displaying Follow Up label on Case Details view if no Follow Up has been set
• Master File indicator displayed more consistently
• Properly bringing in "700 MULTIPLE BODY PARTS" when importing a case via ADJ Number
• Merging cases into each other is now prevented
• Injuries
  
  • Other Dates notification no longer references non-existent dashboard notifications
  • Improved layout of Add Injury button and injury box
• Settlements
  • Improved messaging about associated ledgers when deleting a settlement's invoice
• More consistent behavior when scrolling to the highlighted document 

Contacts

• Address section highlight no longer overflows the contact's box
• Supplemental Info section title is no longer displayed if the contact does not have any supplemental info set
• Contact's associated cases list now has Export and Print options
• No longer displaying the Prepare button when there are no mailing labels to prepare

Copy Service Orders

• Vendors now see separate lists for Open and Closed orders
• Claims Adjuster added to the order's structured data
• More consistent population of fields, including Needed By, when editing an order whose previous edit was canceled (Edit->Cancel->Edit)

Dashboard

• Reports run from the dashboard are now able to be printed and exported properly
• Most Ambitious Billers graph now sorting users properly

Documents

• Removed unused progress bar widget
• Uploads that are auto-canceled because of size issues no longer leave the interface in an unusable state
• Better feedback about how long the upload process is going to take
• Batch Scan History notification about documents being processed is now more thematically consistent

Events

• Agendas no longer populate incorrectly when event is subjected to the Edit->Cancel->Edit experience
• Assignee Agenda no longer shows incorrect assignees after canceling an edit of the event
• Notify Assignees checkbox now properly hidden when all assignees have been removed from the event
• Improved behavior of Remove All button when interacting with assignees and canceling the edit of the event
• Event notification now displays the associated case if there is one
• Date fields are no longer empty when editing an event whose previous edit was canceled (Edit->Cancel->Edit)

Messages

• Anonymous users no longer pre-populate the To address of replies with their own email address
• Print On-Screen Panel no longer generates excessive pages
• Hyperlinks without http:// now open properly when clicked

Parties

• No longer displaying Party Insurance widgets twice when editing a party
• Improved consistency of summary card highlighting after editing a party

Preferences

• User
  • Show tasks marked completed more than 30 days ago checkbox properly reflects the state of the preference
• Firm
  
  • Now able to select a preferred Invoice Template from any previously uploaded invoice templates
  • Able to delete unused invoice templates

Reports

• My Cases Needing Review now honors the interval set in User Preferences
• Cases List with Injury Detail now properly displays Court Case Numbers more consistently

Tasks

• Show Historical Tasks preference is now properly honored when viewing completed tasks

Miscellaneous

• Improved text wrapping in tables
• More consistently loading interface elements upon first launch
• More consistent interactions when working with table filters
• Improved behavior when exporting data after scrolling through a table
• Defaulting to OpenDyslexic if it is present for improved readability for dyslexic users
• More consistent display of alternating stripes in tables throughout MerusCase
• Other changes for a faster, more enjoyable MerusCase experience