2019/07/17

Campaigns

• Fixed issue with editing marketing targets deleted previous entries upon save

Finance

• Finance menu – missing reports are displaying again
• Removed College Patent Expense account from all systems

Technology Record

• Header – added submitted date
• New technology-person type “Inventor – External”
• “Student Program” back in as a customer Technology Type
• Created date of entries now displayed
• Clicking the boxes in record header adds notes when checked/unchecked

Patent Record

• Added expiration date to the header
• Created date of entries now displayed

Agreement Record

• Header – added deal source to track deal origination
• Agreement workflow types that were missing from a customer environment (MTA-Other Party Review in process & MTA-Execution Pending: Signature Other Party) have been added back in
• Created date of entries now displayed
• Clicking the boxes in record header adds notes when checked/unchecked

Distributions

• Number Formatting – Limited to 2 decimal places
• Modifying the linked agreement causes a page refresh so that the created accounts are linked to the correct agreement
• Amounts are editable in the waterfall
• Distribution Aging – Search works
• Schedule Status – Corrected the status types
• Distributable Funds – Cost Recovery Reversal and Reserved Funds Available for Distribution are included in the distributions page
• Fixed – missing technology reference number in distribution page
• Database – Enabled soft deletes for deleted record instead of a permanent deletion of the distribution data
• Database – When a distribution is marked as deleted, sever all connections

Groups

• Group reference number is now searchable and visible