Version 5.12 (Puck) Release Notes

Billing Rules

• Allow Specific User(s), Allow User Role(s), and Description String Match rules now consider billing contacts first, if set, like other rule types with optional billing contact fields

Case Files

• Archived cases can now have messages linked to them
• Client Account Bills table now has a column for ref/memo
• Create Mailing Labels from the Parties tab now behaves the same as the Contacts Search UI when there are no addresses to print
• Case phase info boxes now go away after scrolling

Calendar

• Browser back/forward buttons now work properly in Calendar UI

Contacts

• 5160/8160 mailing labels are now formatted properly

Copy Service Orders

• Updating order status by vendors now reflects the new status in the left panel

Documents

• Uploads that are auto-canceled because of size issues no longer remove all documents automatically
• Merge Fields
  • Contact/company aliases are now mergeable

DWC Forms

• Improved packet validation reliability

Events

• Added functionality to mark events as private/personal
• Where field now handles properly formatted web links

Forms

• Form filling UI now shows page number

Invoices

• Ledger descriptions no longer get cut off at the end of the page when they are too long to fit

Miscellaneous

• More consistent interactions when switching back and forth between viewing and editing in various sections
• Improved readability of message sync notices
• General UI improvement for a more enjoyable MerusCase experience