Activities
- Activity descriptions that exceed the Ledger Description Maximum no longer trigger the warning if a ledger entry is not being created
- Recent Firm Activities now updates properly when an activity is edited
API
- Improved checks for proper calculation of amount
- Malformed request when editing a Billing Rule no longer creates a rule with no type
- Including an invalid activity_type_id when attempting to add a tag to an activity now properly returns an error
- People Types list is now available at /peopleTypes/index
Books
- Added ability to send invoices via email
- Payment ledgers (Invoice: Fee, Invoice: TD, Invoice: Deposition Fee) are now included when ledgers are automatically allocated by the Cash Flow reports
- Billable Time graphs now honor any filters applied to the displayed table
- Number of invoices not created is now properly reported following invoice creation
Calendar
- Improved sorting of all-day events when printing the Agenda View
- Improved display of extremely long names in Assignees menu
- Calendar is now properly redrawn if initially hidden by the Detail View (narrow display widths)
CardDAV
- Companies are now synchronized if their People Type is included in those being synchronized
- Contacts created outside of Merus no longer receive an invalid People Type
Case Files
- New Case interface reorganized for easier data entry
- Venue Reason selector added to New Case interface
- Social Security Administration cases now have a dedicated tab
- Case-specific fields for Court Case Number, Alleged Onset Date, and Date Last Insured
- Additional merge fields added for new fields
- No longer displaying the Firm Office selector when creating a new case if the firm has a single office
- Now able to filter case files by Firm Office
- Case Progress phases now have a tooltip that displays the comments and description set for the phase
- The displayed party of a case no longer stays in edit mode after saving immediately after case creation
- Improved behavior and consistency of Follow Up widgets
Contacts
- A new company is now properly created when adding a new employment history with a company that is not in the rolodex
- Marking a voice number as a primary number no longer resets primary fax numbers, and vice versa
- More consistent behavior of Move-in and Move-out date pickers
- Removing a newly added, but empty email address now works properly
- Filtering by People Type now displays the selections just like other filters
- Improved display of email addresses at narrower display widths
- Older Items Present warning no longer overlaps invoice cycles in some circumstances
Documents
- Immigration Hearing dates are now mergeable
- Contact's Travel Document and Travel History data is now mergeable
- Additional file types are now able to be uploaded (size limits still apply)
- .mov, .mpg, .mpeg, .mp1, .mp2, .m1v, .mpa, .mpv, .m4v
- Date picker for filtering search results is no longer clipped by the Detail View if it is open
DWC Forms
- No longer necessary to select Jet or eFile for the Filing Method; the selected form will set the Filing Method
Email Accounts
- Account Saved notification is properly shown again when saving account information
Events
- Improved behavior when creating events that cross midnight
- Improved interaction of duration widgets when interacting with the All Day checkbox
- Creating a one day, all-day event in the past no longer creates a multi-day, all-day event
- No longer able to save events if the Start is after the End
Messages
- More consistent behavior of the Always Send Messages from This Account widget
- Notification of invalid email address now properly displays the email address rather than the recipient's name
- Message attachments can no longer be renamed with names longer than 255 characters
Parties
- Parties no longer open in edit mode after adding a party using Add & Edit
- Toggling between Contact and Company when adding a party works again
Preferences
- Firm
- Case Progress Templates
- Attempting to delete a template that is being used now prompts with a list of cases using the template
- Payment Methods
- Account column now displays information
- Review Case Ledger Entries Before Invoicing and Enforce a `Predefined Description` when Recording New Case Ledger Entries now honor the state of their checkboxes
- Case Progress Templates
Reports
- Recently Created Cases is now available to all vendor accounts
Third-Party Apps
- My Apps now properly shows Subscribed when the user is subscribed
- CalDAV and CardDAV now display device information and date of the last sync
Workflows
- Notification about workflows that will trigger is now closer to the Activity Tag and Description widgets when merging templates
Miscellaneous
- Merus, Inc. link is no longer highlighted when opening the About dialog
- System clock warning no longer generates errors
- Improved readability of Dashboard notices
- Improved responsiveness of graphs
- Improved consistency of notification widgets
- Updated icon for zipped download menu option of Open As PDF button
- Improved output of printed tables
- Other changes for a faster, more enjoyable MerusCase experience
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