Category: 2020-01

2020/01/28

General

We are grateful for the strong support we receive from you, our customers, and appreciate your user feedback. Please continue to notify us about ways we can enhance and improve the operating experience and environment of Innovate IP. In February, we will begin releasing updates on a bi-weekly basis to give our development team more time to perform QA/QC checks before pushing deployments to production. We apologize for any inconvenience and thank you for your continued support.

Dashboard

  • T-1862 New Gadget created for the Dashboard: Invoicable Amounts by Agreement Type
  • T-1863 New Gadget created for the Dashboard: Uninvoiced Amounts by Agreement Type
  • T-1866 Export to Pivot default set to “All Data.” Please note: when exporting more than 5,000 records, delays may occur.
  • T-1873 Pivot Table aggregates annual data by calendar and fiscal years
  • T-1882 New Menu Bar Dashboard button directing users to custom or public Dashboard

Technologies

  • T-1842 When editing a Custom Field Type, values will save correctly

Groups

  • T-1841 Navigation Bar in new Groups page updated

Finance

  • T-1847 Credit Memos displaying properly on Invoice Search Page

2020/01/14

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

2020/01/07

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