---
title: Version 5.7 (Portia) Release Notes
description: MerusCase is constantly improving! Read about what we changed and updated in our Version 5.7 (Portia) release.
---

[Inside tips, tricks, and updates for the clients we love!](https://blog.meruscase.com/insider)

# [Version 5.7 (Portia) Release Notes](https://blog.meruscase.com/insider/meruscase-version-5.7-release-notes)

 Written by [David Glass](https://blog.meruscase.com/insider/author/david-glass) | Jan 11, 2019 8:37:27 PM

Activities

- Hidden activities can now be edited, if they were editable when not hidden
- More consistency around keeping workflow generated activities grouped with the activity that triggered them
- Forwarding unnamed documents now properly attaches the documents to the outgoing message

### Books

- **Invoices** 
    - Added new *Fixed-Fee Format* invoice layout that displays only 
          - Date
          - Description
          - Billed By
          - Amount
    - *Date Start* is no longer populated with a date that is after the date in *Date End* when creating invoices
    - When allocating receivables to ledger items on an invoice, the *Apply All Suggestions* action is now much faster
- Improved display of case file selection list when logging time
- *Pay To* of a *Bill* no longer displays a contact preview icon for contacts not present in the rolodex, or when no *Pay To* is set
- *Payor* field of a new receivable now searches the rolodex if no case file is selected
- When editing a *Settlement, *improved feedback for *Legal Fee* field and *Gross Amount* suggestion

### Case Files

- Attempting to combine/merge a single case now alerts to select at least two cases
- *Case Preview* for Immigration cases now properly displays any packets on the case
- *Date of Warrant* on *Arrests* no longer display a time of **12:00 AM**
- Venue now prioritizes in the following order: case file -> firm office -> user preference -> firm preference 

### Contacts

- Added help text to the *Height* field to show the **ft** and **in** calculation of the value entered
- Previous addresses are now indicated by a different location icon, and additional information in the the address's title (hover text)
- Now able to search for contacts on the following fields 
    - County
    - City
    - State
    - Zip
- Deleting a company no longer attempts to open a *New Contact* tab
- *Print Envelope* interface more closely adheres to chosen theme

### Copy Service Orders

- Now preventing the submission of orders when the *Needed By *date is in the past 

### Documents

- Now possible to add *Activity Tags* when merging templates that have no merge fields
- Existing documents with names longer then 255 characters can now be downloaded

### Email Accounts

- Now able to set up multiple outbound accounts

### Events

- Setting an event to *All Day* after using the *Date Calculator* no longer triggers the display of the *End Date* field
- More consistent when adding users by branch office

### Event Types

- System-reserved types now behave better when being edited

### Messages

- Attachments are now capped at 128MB max (total size). 
- Now able to set a default outbound account

### Parties

- Editing a party no longer causes hidden parties to be shown
- Count of cases a contact is a party on is updated more consistently
- Audit history now properly displays removal of parties if the contact was on the case more than once

### Reports

- Added a selector for *Firm Office* on reports that allow for selecting multiple users
- *Billable Time By Day By Bill To Contact* now more accurately totals amounts for users

### Tasks

- Tasks without a *Due Date* no longer appear on the *Dashboard* calendar
- Tasks without a *Due Date* are no longer considered overdue
- Improved performance when searching *Firm Tasks*
- Tasks created by a workflow no longer display a spurious ' ' in some circumstances
- Editing a task that generates another task via a workflow, no longer causes the new task to be displayed rather than the original task
- Marking a task *Complete* after canceling an edit now properly marks the task *Complete*
- Deleting a task while viewing the *Case Details* tab now properly closes the *Detail View* of the deleted task
- More timely updating of the task count indicator in the main menu bar

### Workflows

- Description triggers must now be at least 2 characters long
- Improved behavior when attempting to save a workflow with no name

### Miscellaneous

- Improved layout of some widgets in *Billie Jean* theme
- Updated quotes available when clicking the welcome message
- *EAMS* *Lookup Tool* appearance more closely matches the *MerusCase* appearance
- *Branch Office* list now properly updates after adding a new office
- Various selectors on the *Employment* tab are now properly populated
- Improved handling of special characters in the *Author* field of a JET packet

[View full post](https://blog.meruscase.com/insider/meruscase-version-5.7-release-notes)

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