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Thursday, May 07, 2015

Version 3.93 (Kalyke) Release

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Contacts

  • Contacts without a People Type set are now displayed in Browse Contacts
  • More intelligent about populating a contact's Website when provided with an email address

Case Files

  • Better handling when creating a Document Archive
    • Previous archives are no longer included, significantly reducing the size of the archive and the time it takes to generate
    • Documents are now placed in a folder based on their primary Activity Tag
    • Document names now obey any changes made in Activities

Case Ledgers

  • Better handling of Alternate Billing Code when editing historical ledger entries

Documents & Forms

  • More consistent handling of contact and company addresses when merging

Injuries

  • Carrier Billing Identifier and Carrier Billing Description fields are now disabled/locked for all user levels except Power User with Accounting and Administrator

Messages

  • Better formatting of messages that are forwarded or replied to

Receivables

  • Remaining Credit is again displayed properly after applying a refund

Uploads

  • Now able to upload .csv (Comma Separated Values) files

Miscellaneous

  • Privacy blur when tabs/windows are idle for more than 30 minutes
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Posted by MerusCase on Thursday May 07, 2015 0 Comments

Labels: Releases, Engineering

Thursday, April 30, 2015

Feature Focus: Expiration Date Notifications

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With the release of MerusCase Version 3.91, we added a feature that will now notify Firm Administrators when the firm expiration date is approaching. Our hope is that your firm will find this feature helpful in preventing any unnecessary interruptions in your MerusCase service.

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Posted by MerusCase on Thursday April 30, 2015 0 Comments

Labels: Uncategorized

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