Month: November 2020

11/13/2020

In this release, we have updated several report links and added some new functionality to make finding and using data easier and more efficient. We continue to emphasize efficiencies for remote teams and thank you for your support and feedback on how to improve our platform.

Campaigns

T-2544: Adjusted search functionality to allow reporting on Campaign workflows by Primary College

T-2605: Corrected deleted status of Campaign workflows for cleaner reporting

Finance

T-2499/2151: Corrected information on invoice for Customer #3

General

T-2551/2595: Adjusted Invention Disclosure and Footer for Customer #2

Multiple: Updated the following report links: Patent Reimbursement Variance; Line Item Variance; Expense

T-2568: Added IP Coordinator as a role that is searchable on Technologies

T-2004: Fixed bug in Notes for Start-up Pipeline

Multiple: Introduced iFrames to manage stored emails with links and images

T-2622: Fixed bug in Categories hierarchy to allow multiple levels

Patents

T-2472: Added “Number of Active License Agreements” to the Patent Schedule Report as a searchable field

T-2482: Added “Matter ID Number” to the header and Law Firm group entry on Patent record and made it a searchable field

2020/10/30

In this general release, we have incorporated many updates and new features requested by customers in addition to some data fixes and bug repairs for specific functionality. We continue to prioritize our backlog around features that improve efficiency, reliability, and effectiveness for helping remote teams excel. Thank you for your support and feedback on how to improve our platform.

Finances

T-2453/ T-2465: Corrected reporting error for invoice payment when partial payment is applied to multiple invoices

T-2429: Adjusted Aged Receivables reporting error for customer #4 to align data properly

T-2567: Adjusted Invoice statuses for customer #2 (001940; 002068; 002129; 002203; and, 002343)

General

T-2267: Enabled bulk download of files attached to records using zip format

T-2401: Updated Notification alerts for all customers

T-2471: Fixed bug related to email hyperlinks and images

T-2490: Added Primary Attorney to the Patent Schedule Report

T-2493: Added taxonomy layer for Agreement Classifications for customer #4

T-2543: Expanded “To-Do” functionality to include a subject and note field.

T-2570: Fixed bug recording iEdison information

Legal Portal

T-2306: Fixed user access reset functionality for Legal Portal

Campaigns

T-2311: Added searchable field to Campaigns for “Date Slick Sent”