2019/11/19 – Innovate Documentation

Agreements

T-1583 People report – Remove the prefix “Inventor” from column headers and search fields
T-1596 Voided Invoice Displayed in Compliance Section
T-1661 Search page editing – Editing the deal source does not save when editing from the agreements search page

T-1610 Related groups – When adding a group to a campaign, only add the people with a group-person type of “Marketing Contact”
T-1650 Campaign Slicks – When adding a new campaign slick, display the company name for the “Marketing Contact” in the message
T-1651 Reports – Include new type “Marketing Contact”
T-1652 Added a status to marketing targets section so that contacts can be removed from communications without losing history
T-1653 Enable outbound email messages from campaigns
T-1654 Customer #3 Fix formatting in Campaign Slick Emails

T-1446 Add distribution error message to check for variances when the amounts selected for distribution are not equal to the amount selected to distribute
T-1657 Distributions – Amounts Cannot be Edited

T-1592 Pipeline: Add Card/Detail View For Opportunities
T-1594 Pipeline: Add Card/Detail View For Agreements
T-1612 Pipelines: Change add card process: Search with Checkboxes
and add all selected

T-1495 Customer #4 – Updates to system in preparation for roll out of Innovator Portal
T-1656 Customer #4 – Items Missing From Nav Bar

T-1583 People report – Remove the prefix “Inventor” from column headers and search fields

T-1465 Allow users to add additional payments to partially paid compliance items
T-1581 Customer #3 – Duplicate non-invoice reference number being displayed in the financial compliance section of the agreement record

T-1583 People report – Remove the prefix “Inventor” from column headers and search fields
T-1662 Customer #3 – Update technology summary statuses to approved