Thursday, June 9, 2016

Version 4.06 (Saturn) Release Notes

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

Tuesday, May 31, 2016

Printing Multiple Mailing Labels in MerusCase

Need to mail documents to multiple people within a case? Well, MerusCase makes it so simple that you'll never dread this task again (or maybe you will, but for other reasons of course).

Step-by-step guide on how to print multiple mailing labels:
  1. Open the case which involves the desired parties list that you would like to print mailing labels for.
  2. Once you're in the Parties tab, click the printer icon in the upper right hand corner of your screen and from the drop down menu, select 'Create Mailing Labels'.
    Remember:only contact cards that have addresses listed will be added to the mailing labels list

  3. After choosing "Create Mailing Labels', you will be prompted to choose the Avery Label Type that you are printing onto and select 'Prepare'.



  4. Click the link when prompted to download a PDF document with all of the mailing labels for that particular case on one sheet. Below is an example of what your mailing labels should look like if you chose the Avery Label 5160 option.

And there you have it, multiple mailing labels for all of your printing needs at the click of a button! Was this tip helpful? Let us know if you knew about or use this feature in the comments below! 


On a related note: If you would like to print a single envelope, you can choose the print envelope option within the contact card by choosing "Print Envelope" under the address listed for that contact. Clicking this button will give you the option to include a return address by checking the box next to the text box. After you select Print, a print preview will open to show how your envelope will look. Again, keep in mind that the contact card must have an address listed in order to create a mailing label. 


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This post was written by Alisha Chakravarty, member of the MerusCase team.