- Introducing FROALA: WYSIWYG Editor Update
We are excited to announce a significant update to our WYSIWYG (What You See Is What You Get) editor, powered by FROALA. This update introduces new features and improvements to enhance your content creation and editing experience.
- Introducing Approval Process for Transactions
We are excited to introduce a powerful new feature that enhances your transaction management capabilities. With this update, you can now implement an approval process for transactions, ensuring thorough review and authorization for critical financial activities.
- Introduing Document Preview in Approval Process
We are thrilled to introduce an exciting new feature that enhances your document management and approval process experience. With this update, you can now preview documents and visualize the approval process flow before finalizing actions.
- Introduing Portfolio Risk Monitoring
We are thrilled to introduce a powerful new feature, Portfolio Risk Monitoring, designed to enhance your risk management and monitoring capabilities, specifically tailored for your portfolios.
- Introduing Generate Invoices for Each Portfolio
We are thrilled to introduce a powerful new feature that streamlines your invoicing process. With this update, you can effortlessly generate invoices for each portfolio within your account.
- Correction of Unit Price Fields in Invoices
We are pleased to announce a critical bug fix that addresses an issue related to unit price fields in our invoices. With this update, we have corrected the inaccuracies in the unit price fields.
- Display Issue with Phone Number Flags on Brave/Chrome
We are pleased to inform you of a bug fix that addresses a display problem with phone number flags on the Brave and Chrome web browsers. With this update, phone number flags are now correctly displayed on both browsers, ensuring a seamless user experience.
- Correction in Edit Invoice’s Portfolio
We are excited to announce a critical bug fix that resolves an issue related to editing the invoice associated with an portfolio.
- Removal of Asterisk from non-mandatory Questions in form
We are pleased to announce a bug fix that enhances the user experience within our forms. With this update, asterisks (*) have been removed from non-mandatory questions, providing clarity and consistency in form design.
- Add Invoice Currency in New Transaction for Invoice Generation
We are excited to introduce an enhancement that simplifies the invoice generation process. With this update, when creating a new transaction, you now have the option to specify the invoice currency, ensuring precise financial transactions.
- Addition of 2-5-1 Layout to Apps Page
We are delighted to introduce a layout enhancement for our Apps page. With this update, you can now enjoy the 2-5-1 layout option.
- Clone Feature Added to Email Templates
We are excited to introduce a time-saving enhancement to our Email Templates. With this update, you can now easily clone an existing email template, streamlining the process of creating and customizing your email content.
- Create Contact and Account from Relation Form
We are excited to introduce a powerful enhancement to our Relation Forms. With this update, you can now create both a Contact and an Account directly from a Relation Form, streamlining your data entry and relationship management.
- PDF Behavior Inheritance for Non-Visible Forms
We are delighted to introduce an enhancement that ensures consistency between form visibility and PDF generation. With this update, when you define a form as not visible on the Portal, the PDFs created by submitting that form will inherit the same behavior.
- PDFs Inherit Form Visibility Settings
We are pleased to introduce an enhancement that aligns the visibility settings of your forms with the generated PDFs. With this update, when you define a form as not visible on the Portal, the PDFs created by submitting that form will inherit the same non-visible behavior.
- Portfolio Name Added to Transaction Overview Page
We are excited to introduce an enhancement that improves the visibility of your transactions. With this update, the portfolio name is now included on the Transaction Overview page for a more informative and streamlined experience.
- Publisher – Regroup Invoices by Month, User, and Portfolio
We are pleased to introduce an enhancement to our Publisher tool that offers a more granular level of organization for your invoices. With this update, you can regroup invoices by month, user, and portfolio, enhancing your invoicing and financial reporting capabilities.
- Request Addition of Missing Documents in Global Actions for Ongoing Approval Processes
We are pleased to introduce a valuable enhancement to our ongoing Approval Processes. With this update, you can now conveniently request the addition of missing documents directly from the Actions menu while managing ongoing approvals.
- Approval – Include a global comment with Accept All
During an ongoing Approval Process, you now have the capability to include a global comment when executing an “Accept All” action.
- Change “Call Report” to “Contact Report” in Pipeline
We are pleased to inform you of an update that enhances clarity and precision in our Pipeline feature. With this change, the term “Call Report” has been updated to “Contact Report” for more accurate representation of the feature’s functionality.
- Non-Uniqueness of Approval Process Name
We are pleased to introduce a flexibility-enhancing change to our Approval Process settings. Starting with this update, the uniqueness constraint on Approval Process names has been lifted, allowing you to have non-unique process names, considering the presence of a unique ID.
- Quarterly Report Layout Improvements and Fixes
We are pleased to announce an update that enhances the layout and addresses issues in our Quarterly Report. This update aims to improve the visual presentation and functionality of your quarterly reports.
- Request Addition of Missing Documents in Global Actions
We are pleased to announce a valuable enhancement to our ongoing Approval Process. With this update, you now have the capability to request the addition of missing documents directly from the Global Actions menu.