Finance
T-1959: For Customer #2, Paid Line Items on Invoice 01505 are now marked as Paid.
T-1968: For Customer #4, Aged Receivables Report error is corrected.
T-1969: For Customer #4, Patent Reimbursement Variance error for Patent 014136 is corrected.
T-1970: Payments for Compliance Payment Plan Invoices marked as Reimbursement – Payment Plan can now be received (Customer #4)
T-1976: For Customer #4, Accepted Payments should be reflected correctly in Agreements A-005856-0004 and A-003100-0003BB
T-1979: To avoid duplicate payment records, make sure that the Payor has only one (1) active “Bill to” address in its Group record.
Agreements
T-1928: Auto-fill in Search Agreement dropdown for Customer #3 now works correctly
General
T-1537: Just a reminder to all users— When sending emails into Innovate, make sure the exact record ID is included in the subject line (e.g. T-010600 or CA-010600). DO NOT use parentheses, quotation marks or other characters adjacent to the record ID.
T-1936: Customer #4 pivot table date formatting corrected.
T-1949: LDAP Library Compatibility now complete. Customers can control LDAP settings.
T-1973: For Customer #4, creating new users is authorized for administrators.
Campaigns
T-1914: Users can now add Campaign Cards to Pipelines
T-1912: Customer #4 requested to change the “Will Receive” column header to “Do Not Email” with the results of “Ok to Email,” “Do Not Email,” and “Do Not Market.”
T-1987: Customer #2 API for Joint-Lead Technologies has now been updated and should be visible.
Groups
T-1979: To avoid duplicate payment records, make sure that the Payor has only one (1) active “Bill to” address in its Group record.