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”

2020/07/17

General

T-2303: Re-populated agreement data for customer #1

T-2256: Added sub-script and super-script capabilities to text editor

Technologies

T-2270: Corrected display of External Innovators to appear with Innovators instead of People on Technology Records

Legal Portal

T-2258: Fixed upload issue for customer #2 law firm

Finances

T-2269: Fixed accept payment error for customer #1

T-2245: Corrected double entry for Non-Invoiced item for customer #2

T-2272: Fixed paid status and data entry for customer #3 invoice