Highlights for this release are the new File Folder View, Screen View options, and Intelligent Workflows. Read about the many other changes we've made below!
Activities
- Added a notification to inform you when you are creating an activity that will trigger a workflow, including the name of the workflow(s) being triggered
- Previewing .ZIP files now shows a list of files contained in the .ZIP archive
- It is no longer possible to open the Record Time Charges interface without a case selected
- When combining documents into a single PDF, the documents are combined in the order they were added to the case
- Adding any activity tag after adding Telephone Call no longer removes the associated contact
- No longer possible to create an activity with no activity tags
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
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!