API

• Calls to copyServiceOrders/index now accept the following parameters
  • copy_service_order_status_id
  • record_type_id
  • And, for filtering on date_needed_by, date_submitted, and date_completed 
    • gte - greater than or equal to
    • lte - less than or equal to
    • gt - greater than
    • lt - less than

Books

• Improved behavior for saving ledgers when the network connection is slow
• Removed increment/decrement arrows when entering Expense - Item ledgers to reduce data-entry errors
• Improved grouping of fees and expenses when exporting invoices in LEDES formats
• Improved behavior when replacing rates using the Recalc Rates button
• Invoices
  • Better handling of credit balances when applied to invoices with applied payments

Calendar

• Improved behavior hiding event previews when moving away from the calendar

Case Files

• Search Case Documents is now displayed in a Folder Tree structure where Activity Tags are considered folders
• Corrected messaging when attempting to create a Document Archive and there are no documents in the case
• Deleting cases is now limited to no more than 30 at once
• Merging/Consolidating cases is now limited to no more than 10 at once
• No longer possible to delete a case if an associated Settlement has a linked Invoice or Bill
• Improved layout of Related Cases information on Case Details
• Improved interactions when entering a Follow-up Date

Contacts

• New ability to unset a contact's Demographic Races selection

Copy Service Orders

• Fulfilled order activities now include the contact name

Documents

• Recent Firm PDFs
  • Now able to add multiple tags when linking a document to a case
• Plain text files are now indexed and searchable
• Documents received as attachments and linked to a case no longer show up in document search after they are removed from the case
• More consistently displaying document name after renaming

Messages

• Now able to add multiple tags when linking a message to a case
• Consolidated Subject column with From and To in Inbox and Sent/Drafts/Outbox tabs respectively
• Improved validation of the selected case when linking a message
• Deleting a message in the Detail View now opens the next message in the list, if there is one

Preferences

• User
  • Added Detail View (Right Panel) for setting the width of the Detail View
    • Emphasize Detail View
    • Split Down the Middle
  • Show/Hide the Case Progress bar on the Case Details page

Tasks

• Tasks generated by workflows now show the user who triggered the workflow as their creator
• No longer possible to delete the task being edited in the Detail View using the widgets in the list

Third Party Apps

• User column in user lists now sorts properly

Workflows

• Added ability to trigger a workflow based on a text match
• Tasks created by workflows can no longer have an empty Description

Miscellaneous

• Improved display of Tools & Settings menu on small screens
• Better display of button icons on Firefox
• Updated Document Separator Titles for CA DWC forms
• Updated body parts descriptors in forms injury selectors
• Tables that allow the selection of multiple items now display how many items are selected
• Improved interaction and display of table filters
• Improved display of tabs on small screens

Check out the updated MerusCase KnowledgeBase documentation to read the details about these changes and more!