2019/12/10

Agreements

• T-1699 Upon agreement creation, set default “Report to AUTM” to “No” and not “Yes”

Campaigns

• T-1650 Slick – Company name is not getting added to the slick

Dashboard

• T-1359 Layout
• T-1720 Build out tabs
• T-1771 Dashboard menu

Equity/Groups

• T-1636 Groups – link related invoices
• T-1701 Pipelines, cards – Reduce card size
• T-1704 Pipelines, cards – Agreements card is showing json
• T-1705 Pipelines, cards – Wrap text on open card
• T-1706 Pipelines, cards – After adding a card through the new card modal, when you click the add button, close the modal
• T-1707 Pipelines, cards – Adjust card size to be the same
• T-1709 Startup Pipeline – Split out the pipeline into deals and technologies so they each have their own expand collapse. Remove columns that don’t make sense to whichever one you are on.
• T-1710 Side navigation – Update the security to show only the equity
• T-1713 Groups – change primary color to a shade of orange/yellow
• T-1718 Startup Pipeline – Add a configuration (settings) page
• T-1727 Startup List – Open old groups page and display groups where “Is Startup?” is “Yes’
• T-1729 Groups – Display new reports in the groups dropdown
• T-1732 Funding continuum – Link for the companies open the new groups detail page
• T-1733 Funding continuum amounts – Hyperlink to new groups page funding tracking section
• T-1734 Funding Continuum – Include a link to export the details and summary to excel
• T-1736 Capitalization Report – Relabel “Company Name” to “Investor”
• T-1737 Technology interest report – Linked evaluators have their deleted group relationships displayed
• T-1738 Company Interest – Company Search, Enter Key error page displayed when page exceeds memory
• T-1740 Startup Pipeline, Technology Pipeline Name – If there is no technology code, use technology title
• T-1750 User Technology Matching – Quick Match
• T-1757 Pipelines, cards – Lock vertical

Finances

• T-1597 Credit Memo Bug – Updates Not Made When Applied to an Invoice
  • Credit Memo Used Total was not updated
  • Credit Memo Balance was not updated
  • Credit Memo Status was not updated to (Paid) when full amount was used
• T-1598 Invoice Bug – Updates Not Made After Applying a Credit Memo
  • Include amount paid by credit memos in the invoice header paid field
• T-1599 Invoicing Reports Bug – Updates Not Made After Applying a Credit Memo
  • Include credit memos applied to the invoice in the invoice paid column
• T-1715 Distribution Bug – Customer #2 Undeleted two revenue items and then attempted to distribute them. The distribution page displayed error message “Creating default object from empty value”. Line items were created in error. Solution was to wrap in a transaction.
• T-1743 Account Bug – Link to invalid user
• T-1749 Incubating Bug – Record duplication
• T-1751 User Technology Matching Bug – Tags
• T-1753 Incubating Bug – Removing active technologies
• T-1754 Startup Pipeline – Restrict deals in settings to new ventures
• T-1762 Accept Payment Bug – Duplicate line items created
  • Created a pop-up confirmation that the payment has been processed so users cannot click the finish button more than once
• T-1764 Distribution Bug reported by Customer #2 – Solution was to wrap in a transaction.

Miscellaneous

• T-1426 Customer #5 – Upgrade the PHP 7.3
• T-1667 Customer #4 – Update filters for the inventor portal
• T-1731 Update “new” navigation bar to more closely resemble the “classic” navigation bar

Patents

• T-1500 Customer #3 iEdison error message when attempting to submit PROV
• T-1765 Customer #3 patent law firm upload authorization search – no results when searching on invoice or submitted date fields

Technologies

• T-404 Customer #2 Upload Bug – More than 100 IDF signature pages uploaded; each day is a new one
• T-1106 Customer #2 Remove duplicate marketing item in tech workflow
• T-1664 Cannot create a new person in innovator section