Insider_Blog_Header-2.png
Wednesday, June 29, 2016

Version 4.0.7 (Saturn) Release Notes

Show summary Release Date: Thursday, June 30, 2016

Activities

  • Unhiding previously hidden activities is possible again
  • Viewing hidden activities no longer displays an error message, and the activity is properly shown
  • Description can now be sorted when a filter is applied
  • Activity Tags can now be applied to multiple activities in a single action
    • Use the checkboxes in the Activities list to select activities, click the Add Activity Tags button, and select the tags to add

Calendar

  • Improved display of users list

Case Files

  • Damages
    • Dollar Balance now shown in table footer
  • Parties
    • Better feedback when hiding and showing parties
  • Personal Injury
    • Witnesses are displayed on the Incident tab again
  • Attempting to view a message in a related case no longer reports that the message has been deleted
  • Now able to select an existing contact when creating a new case
  • Now able to select/deselect associated contacts when importing a case using the ADJ Import feature

Case Ledgers

  • Exporting
    • Improved formatting of ledger descriptions to prevent invalid export files being created
  • Predefined descriptions are no longer inserted at the front of an existing description when editing a ledger entry

Contacts

  • Holidays may now be selected using the date picker when setting Date of Birth and Date of Death
  • Improved availability of Mailing Labels menu item
  • Attempting to view a contact by clicking on its preview icon works again
  • County dropdown menu now works when editing an existing address

Dashboard

  • Productive Team Members chart only measures live users now

Documents

  • Editing the activity associated with a document is possible again

GenieDocs

  • Case types other than Workers Compensation can subpoena records again

Events

  • Better behavior and feedback when creating events

Injuries

  • Now allowed to select holidays with the date pickers when setting injury dates
  • Vocational Rehab field is now visible when viewing an injury
  • Improved layout of fields

Invoices

  • Table total now updates when an invoice is deleted

Messages

  • Signatures are again included on forwarded messages when Email Signature Placement is set to On New Messages Only

Party Groups

  • Improved behavior when replacing party groups

Reports

  • New Cases List with Injury Detail - Defense report with data tailored to defense firms
  • Any report can now be exported using the Export button in the Report Criteria dialog, and selecting the desired format

Miscellaneous

  • PDFs now open in a new tab (inline) rather than being downloaded immediately
  • Better behavior of table filters
  • Printed dates are no longer relative, i.e. yesterday, tomorrow
  • Improved table behavior on iOS
  • Improved beahvior when JET filing forms with special characters
  • Other changes to provide a better, faster MerusCase experience

Read More
Posted by David Glass on Wednesday June 29, 2016 0 Comments

Labels: Releases

Thursday, June 09, 2016

Version 4.06 (Saturn) Release Notes

Show summary

Activities

  • New Activity menu item in the Cases menu works again
  • Link to Related Cases checkbox is only shown when the current case has related cases
  • Restored the ability to unlink a linked activity

    Activity Tags

    • Attempting to delete an Activity Tag that is used in a workflow now prompts for replacement before performing the deletion

    Case Ledgers

    • Hours Billed is now included in the Totals footer

    Contacts

    • Clicking a company's preview icon displays the company's details again
    • Better behavior when creating mailing labels from search results

    Events

    • The currently selected day is now used when creating a new Event

    Injuries

    • Application Amended checkbox properly updates the overview again

    Parties

    • Improved behavior when switching between adding a Contact and Company, only a Company, and only a Contact
    • Mailing Labels
      • No longer creates a blank document if the parties do not have addresses
      • Now properly uses the currently viewed case's parties when creating the labels
      • Avery 5164 labels now get properly created

    Messages

    • Clicking recipient addresses in Firefox now properly removes the recipient
      • Ability to Send & Delete when forwarding a message has been re-enabled

      Preferences

      • Firm
        • Firm Default Rate is now properly populated upon refresh/reload of the page
        • Each step in the Rate Priority "waterfall" can now be set to honor or ignore $0.00 (zero dollar) rates
          • A zero dollar rate that is honored will use the rate, and the subsequent step in the priority will not be evaluated
          • A zero dollar rate that is ignored will allow the subsequent step in the priority to be evaluated

      Receivables

      • Clicking the Billed Contact on an attached invoice now displays the contact's details properly

      Reports

      • Added Criminal Cases List with Arrest Date and Warrant Date report that displays the Case Number, Case Name, Case Status, Date of Arrest, and Date of Warrant based on the date the case was created

      Workflows

      • Workflows no longer fail to activate if the associated activity was auto-saved

      Miscellaneous

      • When creating a calendar event or case ledger entry the date is now highlighted for easier editing
      • Paging through document or contact search results no longer clears the search results
      Read More
      Posted by MerusCase on Thursday June 09, 2016 0 Comments

      Labels: Releases

      Leave a Reply

      Meet MerusCase

      We're the only cloud-based legal practice management system trusted by thousands of lawyers to manage cases, documents, billing, and beyond. Learn more about MerusCase & schedule a demo today!

      Become an Insider:

      Recent Posts