Month: March 2020

2020/03/20

Campaigns

T-1885: Campaign Search filter now includes “Do Not Email/ Do Not Market” status

T-1889: Customer #3 Email campaign slick formatting corrected

T-1988: Campaign Search results export to Pivot Tables now fixed (reported by Customer #3

Finance

T-1946: Duplicate Payment error for Customer #1 has been fixed

T-1982: Customer #3 partial payment adjustment fixed

T-1993: Payments Search Page has been updated with links to accepted payments

T-2001: Users can now delete payments via the Payments Search Page

T-2002: Voided two invoices for Customer #2 and applied first payment as part of a payment plan

Pipelines

T-1875: New Notes Field on Pipeline cards saved to Asset Record

T-1915: New Pipeline Cards reference number refers to Asset Reference Number

T-1916: Pipeline Cards include the latest workflow item

Technologies

T-1991: Reconfigured Header for Technologies records includes summary financial information about the Technology Asset

General

T-1877: Use Search-Matching to find Technologies based on Wish Lists provided by Tech Scouts. Upload a Word doc or paste text into the “Adhoc” window and use the Connections and Relevance Criteria to narrow results

T-1931 and T-1975: Updated LDAP settings to allow appropriate security and access settings (Customer #2)

T-1995: Updated Alt-Text settings to allow the proper description of images to be displayed and read.

2020/02/28

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.