11/13/2020

In this release, we have updated several report links and added some new functionality to make finding and using data easier and more efficient. We continue to emphasize efficiencies for remote teams and thank you for your support and feedback on how to improve our platform.

Campaigns

T-2544: Adjusted search functionality to allow reporting on Campaign workflows by Primary College

T-2605: Corrected deleted status of Campaign workflows for cleaner reporting

Finance

T-2499/2151: Corrected information on invoice for Customer #3

General

T-2551/2595: Adjusted Invention Disclosure and Footer for Customer #2

Multiple: Updated the following report links: Patent Reimbursement Variance; Line Item Variance; Expense

T-2568: Added IP Coordinator as a role that is searchable on Technologies

T-2004: Fixed bug in Notes for Start-up Pipeline

Multiple: Introduced iFrames to manage stored emails with links and images

T-2622: Fixed bug in Categories hierarchy to allow multiple levels

Patents

T-2472: Added “Number of Active License Agreements” to the Patent Schedule Report as a searchable field

T-2482: Added “Matter ID Number” to the header and Law Firm group entry on Patent record and made it a searchable field

2020/06/22

General

T-2163: Updated API for Technology status publishing for Customer #2

T – 2236: Advised Customer #1 on process for filtering and reporting on accelerator awards

Agreements

T-2228: Modified drop-down list for Deal Source on Agreements for customer #2

Invoices

T-1997: corrected invoicing data for customer #1

T-2062: Updated “Void and Clone” function to preserve remaining balance of voided invoice

Distributions

T-2152: Corrected distribution error for customer #4

Payments

T-2085/ T-2216: corrected accept payment error for customer #2 where parent item was corrupted

Patents

T-2255: corrected patent data relationship for customer #2