Category: 2019-11

2019/11/26

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”

2019/11/19

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

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

2019/11/05

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