2019/11/12

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

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