Author: Andrea Beeks

Finance

• T-1858 Reimbursement Invoicing: Modified Agreement Reimbursement Schedule Report to include only Agreements that have Reimbursement Schedules

Dashboard

• T-1806 User Configurable Charts – Allow users to create, save and display charts from search results using pivot tables
• T-1830 Create TODO Gadget
• T-1847 Mange Pivot Views – to search for or delete pivot-view widgets, go to customer_url.edu/innovate/public/pivot-view (NB: we will add a navigation button soon)
• T-1848 Pivot Table Field Management Modal auto-launches with results from search

Finance

• T-482 Linking Feature – Revenue & Distributions
• T-1366 Accounts Search Page – Allow for searching on Technology, Patent, & Agreement
• T-1523 Invoice View – Update the grouping for the “Authorization Details” invoice version for grouping by authorization code and then technology
• T-1698 Patent Reimbursement Variance Report
• T-1717 Added a “delete this distribution” button on a completed distribution
• T-1744 Statements – Wrong Address Displayed

Marketing

T-1781 Campaign- People tagged as “do not email” or “do not market” will be labeled as “Will not receive” when added to Campaign Marketing Targets

Agreements

• T-1759 Report – Agreements to Groups
• T-1768 Patents Licensed From Technology Bug – Filing Date is Not Sorting by Year, Month, Day

Campaigns

• T-1780 Email – Add “Do Not Market” to the Do Not Email status types

Dashboard

• T-1787 Expenses Paid – Clickable Graph
• T-1792 Invention Disclosures – Clickable Graph
• T-1799 Patents (Foreign and US Issued) – Clickable Graph
• T-1800 Agreements (Active Deals) – Clickable Graph
• T-1805 Dashboard Phase 1 – Emulate existing Charts with new Dashboard Widgets
• T-1817 Revenue – Clickable Graph
• T-1818 Startups by Fiscal Year – Clickable Graph
• T-1819 License Agreements – Clickable Graph
• T-1824 Relabel graph “Patent Reimbursements” as “Reimbursements and Expenses”
• T-1826 Dashboard UI – Drop Down Menus Hidden
• T-1839 Create Pivot View Toolbar
  • Manage Pivot Views
  • Publish to Gadget Store
  • Return to Search
  • Change View Graph/Table
  • Export
  • All Results

Finance

• T-1425 Allow users to add more than 1 compliance item to a non-invoice payment
• T-1553 Customer #3 Distribution Schedule – “Created By” Displayed as Istrator, Admin Instead of Actual User Name
• T-1555 Accept Payment – Error Checking Notification. Upon clicking finish on a payment, check to see if the related invoice or compliance item has already been paid.
• T-1582 Distributions – Display Approval Date
• T-1587 Accept Payment (Non-Invoice) – Fill in Paid Amount in Line Item Invoice Paid Column

Equity/Groups

• T-1766 Pipelines – Change Card Opening to Single Click instead of Double Click
• T-1804 Pipeline – Out of Memory Error Message
• T-1827 Technology User Matching – Remove University Related Organizations from Search Results

Patents

• T-1714 Customer #4 Patent Law Firm Upload Authorization – Patent and Technology Record Links Open Invalid URL
• T-1745 Customer #3 Patent Law Firm Upload Authorization – Patent and Technology Record Links Open Invalid URL

Technologies

• T-1759 Report – Technologies to Groups

Campaigns

• T-1769 Ability to Add Formatting to Email Messages
• T-1782 Customer #3 Image Alt. Tag

Dashboard

• T-1721 Allow users to “Add” a new dashboard modal
• T-1770 Build setting modal
• T-1772 Modal – Delete Option
• T-1774 Gadget Template View
• T-1775 Gadget Refresh
• T-1777 Gadget – “Remove” Confirmation Message
• T-1778 Build “Add” Gadget Modal
• T-1779 Save
• T-1783 Home Page Graph – Revenue Received from Prior Year Deals
• T-1784 Home Page Graph – Reimbursements Received
• T-1791 Home Page Graph – Revenue Received from Current Year Deals
• T-1796 Dashboard “Add” Bug
• T-1797 Home Page Graph – Agreements (License & Options)
• T-1798 Home Page Graph – Agreements (CDAs, MTAs & Other Agreements)
• T-1801 Home Page Graph – Startups
• T-1802 Home Page Graph – Technologies (Active and Summaries) – Clickable Graph
• T-1803 Home Page Graph – UI Issue
• T-1808 Home Page Graph – UI, Chart Titles Cut Off

Equity/Groups

• T-1594 Pipeline – Add Card/Detail View For Agreements
• T-1696 Groups, Equity Positions – Display more than 3 decimal places
• T-1747 Startup Pipeline – Page Load Error
• T-1748 Startup Pipeline – Relabel Inventor as Innovator

Finances

• T-1614 Distributions Bug – Chart of Accounts Not in Created Line Item
• T-1655 Accept Payment – Allow exact match searching for non-invoice payments
• T-1659 Accounts – Revenue received date (aka external invoice date) is not visible from the account detail page for all account types
• T-1716 Distribution – Display distribution and payment account codes in distribution schedules and distributions
• T-1746 Accept Payment – Reimbursement Line Items Sorting is Off
• T-1794 Accept Payment Bug – Invoice Not Found

Miscellaneous

• T-1623 System Health Dashboard
• T-1624 Analytics Metadata
• T-1625 Institution Analytics

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

Equity/Groups

• T-1629 Groups – Add Related Agreement Uploads
• T-1702 Pipelines, cards – Update interface layout so text is in-line and does not use abbreviations
• T-1703 Pipelines – Add spacing around the card count
• T-1728 Startup Menu – Add link to startup menu to the classic navigation bar
• T-1729 Add Reports to the Groups “Manage My Reports” drop down
• T-1730 Provide a link on the groups search page that opens the new group details page
• T-1755 Startups, Incubating Technologies – Add upload & notes to drop down

Finances

• T-1719 Accounts – Patent Reference Numbers Displayed Multiple Times

Miscellaneous

• T-1616 Customer #3 – Enable “My Profile” for Innovator portal

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

Agreements

• T-1527 Customer # 3 – Add a new agreement upload type
• T-1550 Customer #4 – Delete workflow items and types

Campaigns

• T-1503 Allow for searching specifically for marketing targets in a campaign as opposed to returning all people associated with the campaign record
• T-1536 Added workflow to campaigns
• T-1537 Customer #4 – Email to campaign issue when the campaign reference number does not have the correct format
• T-1558 Bug fix – Search box to search on campaign reference number in Campaign to Marketing Target and Tech does not work
• T-1566 Campaigns – Remove activity items, add workflow

Distributions

• T-619 Customer #4 – Wrong chart of accounts added to line item in college payment accounts
• T-1458 Distribution schedule page – Adding a new group to the distribution schedule should only insert the group to the bottom of the schedule
• T-1476 Distribution page – when the “View Account Variance” link is clicked in the cost recovery block, the system is not searching on the unique technology id, but pulling in all that are a partial match.
• T-1487 Distribution Schedule – “Approved by” field not updated with the approver name
• T-1551 Un-deleted distribution line items items that were deleted in error for customer #4

Equity

• T-1483 Create a technology user matching view that allows for comparison of text rank items of a selected technology against the users text rank items, so that users can be located that have similarities with the selected technology
• T-1484 Allow for filtering the tech user matching view so potential evaluators that are most relevant are displayed
• T-1485 Allow for adding users as evaluators to the current technology based on the criteria specified, so that evaluators can be easily added to the technology.
• T-1486 Create a user technology matching view that allows for comparison of text rank items of a selected user against technology text rank items, so that technologies can be located that have similarities with the selected user.
• T-1528 Create link in classic groups detail page to link over to equity groups detail page, and create a link in equity groups detail page to go back to classic
• T-1529 Correct formatting issue in the capitalization report so that the columns are properly aligned
• T-1530 Funding continuum – use parent type of the source to put in the funding type vs. using the funding type column
• T-1531 Group funding – use the parent type for the pipeline rather than the market type that is currently there
• T-1532 Bug fix – interest drop down is not displaying the results
• T-1533 Add a link for technology matching in the startups menu
• T-1534 Add technology interest to startups menu
• T-1535 Bug fix – Clicking on the group reference number in the technology interest report opens the existing page instead of the group record
• T-1545 Customer #4 security module update
• T-1547 Update equity menu items
• T-1548 Technology matching – Add custom tags to search criteria
• T-1549 Add filters to company detail interest
• T-1552 Empty group components have no output – Display a “No results” message when the components have nothing to load.

Finance

• T-1461 Remove duplicate Admin Fee Payment account type from development and from customer #2’s system
• T-1507 Make line item reference numbers unique
• T-1580 Customer #2 Bulk Edit Feature Bug – Deleted line items restored

Groups

• T-1563 Customer #3 Bug Fix – Adding a new company results in an error message

Miscellaneous

• T-745 Fix the email import logic
• T-1459 Match up the system type and status ids to have deleted synced between deleted_at and status_id

Payments

• T-1423 Upon finishing a payment, the payments search that opens should only display results for the specific payment that was entered and not a partial match of the payment reference number.
• T-1494 Chart of accounts code is not getting added to the resulting line items

Technologies

• T-1384 Replace the word “Inventor” with “Innovator” for all customers in the technology records and in related reports
• T-1522 Selected categories are not showing in header
• T-1525 Bug fix – Updating one workflow item adds the person updating the one item to all workflow items