It's finally here!

Earlier this month I wrote about 3 Features to look forward to with Cressida, aka. MerusCase 5.4. Well 5.4 is here, so here are the full release notes.

We’ve introduced a new concept for customizing the data you see on screen. See the "Customizable Preset Filters" section to learn how these flexible new filters work:

• It is now possible to create and save filters for your searches.
• Saved filters can have multiple filtering criteria.

• Editing events in API calls will retain existing assignees, even if none are provided in the request
• Endpoints are available for adding and removing event assignees when an array of user_id values is provided
  • addAssignees
  • delAssignees

For more information see: API Endpoints in the MerusCase Docs.

• Retainers are no longer restricted by billing rules.
• Invoices
  • Smarter about applying credits to multiple invoices when there are multiple overpayments.
    • An allocated amount is now properly shown even when it is the first amount allocated.

• It is no longer possible to add a contact with only a First Name or Last Name. Contacts must include both fields in order to be saved.

The following are a list of added fields and changes for Immigration Case Contacts:

• Travel History can now be recorded for contacts. Fields include:
  • Departure Point
  • Departure Date
  • Arrival Point
  • Arrival Date
  • If the person was Inspected
  • If  the person was Admitted
  • Reason for Travel
  • Destination
  • Manner of Entry
  • Travel Document used

More information be found under  the "Travel History and other Fields will be available for contacts" section.

• In addition to Travel History, Travel Documents is available for Immigration Case contacts as well. Fields Include.
  • Document Type
  • Issuing Country
  • Document Number
  • Issued Date
  • Expiration Date

• Demographics fields include:
  • Ethnicity
  • Race
  • Hair Color
  • Eye Color
  • Height
  • Weight
• Added ability to record Immigration Status:

• Now MerusCase prevents the selection of folders that have been tagged Nonexistent as synchronization targets when using Gmail as your mail provider.
• Improved validation checks on provided usernames (email addresses). Before users would enter their email address with a space afterwards and MerusCase would read that entry as invalid. This has been fixed.

• Events are sorted more appropriately in Print Agenda View output.
• Smarter about determining the start date when filtering using Last/This/Next keywords.
• Improved sorting of events classified as All Day. Events marked "All Day" now start at 12 AM for the day they're marked.
• Improved speed when filtering or sorting events by case.
• Better behavior when creating events in timezones other than Pacific (Standard or Daylight).

• More explicit confirmation when attempting to delete tasks.
• Inline images are no longer considered documents to be linked to the case.
• For 3rd Party Apps, the User column in user lists now has an appropriate header.
• For Workflows, we added "Other Staff" and "Other Attorney" options for assignment:

For a refresher on Workflows, see Automation Setup

• Improved text display in system clock warning.
• More clarity around E-filing Configuration status warning message.

• Logging a call from a contact's card now properly populates the Associated Contact field
• Improved behavior when removing a party in one tab and attempting to interact with that party in another tab, even without refreshing the MerusCase app.
• Newly created companies no longer receive an improper icon and dropdown options.

Conclusion

In the comments section below, let us know what you think! Have you had a chance to try all of these features? Are they making your life any harder/easier?