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InvestGlass Changelog

Product Updates – Changelog

Save time and automate faster with new product innovations.

Software Change Log

Version 1.7.232

October 30, 2023

New Feature

  • “I’ll Do It” on Tasks
We are thrilled to introduce a powerful new feature, “I’ll Do It,” designed to empower users to take responsibility for tasks, particularly when multiple users are assigned. With this feature, a user can proactively commit to a task, removing the assignment from other users.
  • Active Directory Integration for SSO Login
We are thrilled to introduce a powerful new feature that enhances user authentication and access control. With this update, you can seamlessly integrate your system with Microsoft Active Directory, enabling Single Sign-On (SSO) login for a more secure and convenient user experience.
  • CSS Override for Forms
We are thrilled to introduce a powerful new feature that provides you with greater control and customization over the appearance and styling of your forms. With this update, you can now override the CSS of your forms to achieve the look and feel that aligns with your brand or design preferences.
  • Opportunity Management
We are excited to introduce a powerful new feature, Opportunity Management, designed to empower you to efficiently track, manage, and capitalize on potential opportunities within your organization or projects.
  • Capacity Automation for opportunity
We are thrilled to introduce a powerful new feature known as “Capacity Automation.” This feature is designed to streamline and automate your capacity management, ensuring a more efficient and productive workflow.
  • Reason Values in Pipeline Stages
We are thrilled to introduce a valuable new feature that enhances the transparency and decision-making process within your Pipeline. With this update, you can now add and use “Reason Values” within your Pipeline stages, providing clear insights and justifications for each stage transition.

Bug Fix

  • Ag Grid Functionality on iPad Restored
We are pleased to announce a bug fix that resolves an issue related to the Ag Grid within the Campaign feature. With this update, the Ag Grid functionality is now fully operational on iPad devices.
  • Email Attachment Issue Resolved
We are pleased to announce a bug fix that addresses an issue related to sending emails with attached files. With this update, you can now confidently send emails with attached files without encountering any issues.
  • Import File First Position Issue Resolved
We are pleased to announce a bug fix that addresses an issue related to importing files. With this update, the first position of the import file will now be correctly imported and processed.
  • Name Filter Issue in Approval Requests Pipeline Resolved
We are pleased to announce a bug fix that addresses an issue related to the name filter in the Approval Requests Pipeline. With this update, the name filter is now functioning as expected, ensuring accurate and efficient filtering of approval requests.
  • Notifications Widget Error Resolution
We are pleased to announce a bug fix that addresses errors within the Notifications Widget. With this update, we have resolved issues that were affecting the functionality and reliability of the widget.

Update

  • Automation Enhancement: Conditions Based on Contact and Member Custom Fields
We are excited to introduce a powerful enhancement to our Automation feature. With this update, you can create conditions within your automation workflows based on custom fields associated with Contacts and Members, providing greater flexibility and personalization in your automated processes.
  • Visual Particles on Drag-and-Drop to “Won” Status
We are delighted to introduce an enhancement to our Pipeline feature that adds a visual element to the user experience. With this update, when you drag and drop an item to the “Won” status in the pipeline, particles will visually represent this action, providing a more engaging and informative experience.
  • “Save View” Feature on Document Page (Account + Contact)
We are pleased to introduce an enhancement that provides you with more control and flexibility when accessing the documents associated with Accounts and Contacts. With this update, you can now use the “Save View” feature on the Document Page for Accounts and Contacts, allowing you to customize and save your preferred document views.
  • Global Consolidation – Addition of Relation Columns for Filtering
We are delighted to introduce an enhancement to our Global Consolidation feature, offering a more robust filtering capability. With this update, we have added relation columns that allow you to filter by relations and parent relations, providing a deeper level of data refinement.
  • Image Support in Child Question Radio Buttons
We are excited to introduce an enhancement that enriches your form-building experience by allowing you to include images in child question radio buttons. With this update, you can provide more visual and interactive options to respondents, enhancing the user experience.
  • Percentage of Completion on Forms
We are excited to introduce an enhancement that improves the user experience when filling out forms. With this update, you can now display a “Percentage of Completion” on forms, providing users with a visual indicator of how many questions they have answered, ensuring a more informative and engaging form-filling experience.
  • Client Portal Enhancement: Hide Invoices with No Linked Portfolio
We are pleased to introduce an enhancement to our Client Portal that improves the visibility of invoices. With this update, invoices that have no linked portfolio will be hidden from the client portal, providing a cleaner and more organized user experience.
  • Send Bulk Messages with File Attachments in Campaigns
We are excited to introduce an enhancement that expands the capabilities of our Campaign feature. With this update, you can now attach files to your bulk messages within campaigns, providing more versatile and engaging communication with your audience.

Version 1.6.948

September 30, 2023

New Feature

  • 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.

Bug Fix

  • 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.

Update

  • 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.

Version 1.5.508

August 15, 2023

Bug Fix

  • Proposal – Detailed Asset Allocation Amount Correction
Resolved an issue within the Proposal module where the Detailed Asset Allocation section of PDFs was displaying incorrect amounts. This bug has been fixed, ensuring accurate representation of asset allocation figures in generated PDFs.
  • Duplicate Account Error Message
Fixed a problem that caused the duplication of error messages when creating new accounts. This issue has been rectified, ensuring that error messages for new account creation are displayed accurately without any duplication.
  • Upload Errors without Attached Forms
Addressed errors that occurred when users attempted to upload files without attaching any forms. This bug fix ensures a seamless uploading experience even when forms are not attached, preventing unexpected errors.
  • Password Policy Application in Password Reset
Fixed a bug where the password policy was not properly applied during the password reset process. This bug has been resolved, ensuring that the specified password policy rules are enforced when users reset their passwords.
  • Proposal Widget Title Background
Corrected the issue causing a black background for the title in the proposal widget. With this fix, the widget’s title now displays as intended, without any visual anomalies.
  • Custom Fields Bug
Addressed a bug affecting the functionality of custom fields. This fix ensures that custom fields work as expected, enabling users to effectively manage and utilize custom data fields.
  • Balance Calculation Bug for Non-Reference Currency Positions
Resolved a bug in the calculation of balances for positions not in the reference currency. The balance calculation for these positions now accurately reflects the correct values.

Update

  • Form Enhancement with image
Introduced a new feature that allows users to add image into forms. This update facilitates quicker form creation with added image support, ensuring consistent and efficient form creation processes.
  • Publisher Enhancement – Invoice Regrouping by Month, User, and Portfolio
Introduce a powerful enhancement to the Publisher feature that will significantly elevate your experience. With this update, we have implemented a refined regrouping mechanism for invoices, optimizing how data is presented for better insights and analysis.