Groups

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.

T-1979: To avoid duplicate payment records, make sure that the Payor has only one (1) active “Bill to” address in its Group record.

2020/02/11

Finance

T-1849 For Customer #4, corrected updated values for Non-Invoice Compliance items
T-1894 For Customer #2, corrected Accept Payments workflow issue
T-1666 For Customers #2 and #3, Invoice – Line Item Amount Paid is now updating

Settings

T-1856 For Customer #3, Modified API Settings for a better interface with published available Technologies

Groups

T-1852 Cleaned up new Groups Detail Page Company info

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