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Agreements
- T-1600 Customer #3 – Remove “Credit Memo” from compliance type list
- T-1601 Agreement People – Add Primary Department
- T-1672 Customer #4 Add “Late Fee” to types of agreement financial compliance
- T-1691 Customer #4 Add a new deal source type to identify agreements that are not customer #4’s agreements
- T-1692 Customer #4 – Add “Other” to deal source list
Finance
- T-1462 Distribution Bug – Upon page load, amount in distributed field is $0.00 and should be updated based on the selected schedule
- T-1501 Customer #2 – Update invoice types
- T-1514 Customer #4 – Update code so that invoices that are the new types get the correct number format
- T-1622 Bug – Deleted accounts still displayed in interface
- T-1665 Allow admin level users to change invoice types for paid invoices
- T-1685 Add a column “Historic Distribution Reference Number” so that users can enter their own reference number to link distributions together
Patents
- T-1601 Patent People – Add Primary Department
Technologies
- T-1601 Technology People – Add Primary Department
- T-1627 New Report – Technology Summary with Patents
- T-1690 Customer #4 Workflow – Remove “x” from “X – Sent Licensing Manager Assigned email”
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
Campaigns
- 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
Deals
- T-1604 Link to deals page returns and Invalid URL error message
Distributions
- 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
Equity
- 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
Groups
- T-1609 Add new group-person type “Marketing Contact”
Miscellaneous
- T-1495 Customer #4 – Updates to system in preparation for roll out of Innovator Portal
- T-1656 Customer #4 – Items Missing From Nav Bar
Patents
- T-1583 People report – Remove the prefix “Inventor” from column headers and search fields
Payments
- 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
Technologies
- T-1583 People report – Remove the prefix “Inventor” from column headers and search fields
- T-1662 Customer #3 – Update technology summary statuses to approved
Agreements
- T-1075 Related agreements report – Add type and status to search options
- T-1185 Workflow reports – add agreement type and status
- T-1585 Report Request – Agreement people
Campaigns
- T-1605 Campaigns – Add workflow
Distributions
- T-1554 Distribution schedules – Allow users to click on blocks in distribution schedules that are ready for approval & approved to view the details and make minor edits
Equity
- T-1539 Company Tech Interest Detail – Display the date of the last contact in summary in the workflow section for the person
- T-1540 Company Tech Interest Detail – Add “Add Technology” pop up box that allows users to search on Tech title, reference number, code name, primary manager, and primary innovator
- T-1541 Company Tech Interest Detail – Add “Add Workflow”
- T-1584 Company Tech Interest Detail – Move “Filter By:” box next “Results per Page” to save space
- T-1586 Company Interest Report – Move “Pending” above “Active”
- T-1589 Pipeline – Add Card/Detail View For Tech
- T-1590 Pipeline – Add Card/Detail View For Groups
- T-1591 Pipeline – Add Card/Detail View For Groups
- T-1607 Startups – Change label from Company Technology Interest to Company Interest to match terminology in the drop-down
- T-1608 Pipeline Technology Search – Tried searching for a technology and received an error that the memory was exceeded
Groups
- T-1579 Addresses – Rename “Group to Address Child Type” as “Related Address”
Miscellaneous
- T-1518 Fixed PDF button for customer #3
- T-1559 Deleted Type ID – Review All Environments for Deleted Items
Patents
- T-324 Patent schedule report – Include primary and secondary colleges and departments
Payment
- T-1526 Invoice date in the created line items should be the same date as the invoice sent date instead of the journal posted date unless it is a non-invoice receipt.
- T-1546 Same invoice numbers added twice when selecting multiple invoices to pay in “Add Reimbursement Invoice” page when there aren’t manually added line items
People
- T-1577 Customer #4 – New employee log-in issues
Technologies
- T-337 Technology patent report – Add primary department
- T-1613 Technology to agreement report – Wrong link opens
- T-1658 Customer #2 – Innovators section still shows related people as inventors
