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Table of Contents

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(2023 – Q1) General – Multi-factor authentication (MFA)

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This feature is not enabled by default.  The client needs to discuss with his PM.

 

 

 

 

(2023 – Q1) General – New out of service text

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Le portail n'est pas disponible à cet instant. Notre équipe travaille actuellement à rétablir sa fonctionnalité.

 

Nous sommes désolés de tout inconvénient causé par cette interruption.

 

Veuillez ressayer plus tard.

 

 

English:

The portal is currently unavailable.  Our team is working on restoring its functionality as soon as possible.

 

We apologize for any inconvenience caused by this interruption.

 

Please try again later.

 

(2023 – Q1) Profile – New fields

Those fields are available with a configuration.

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(2023 – Q1) Applicant dashboard – Add a new document to a project outside of the form

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(2023 – Q1) Program and Competition – Add a shortcut on competition to send an invite

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Subsequently, the invitation can be managed in the Access management tab of the competition.

 

 

 

(2023 – Q1) Project – Finances tab

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Change organization of project BEFORE funding.

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(2023 – Q1) Project – Change PI

Change PI of project BEFORE funding.

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(2023 – Q1) Project – Change program/competition

Change program/competition of project BEFORE funding.

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(2023 – Q1) Review – Double blind review

Reviewer is doing their review without the name of candidates.

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If parameter is set to YES, the name of candidate is hidden from the tasks.

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You can also configure a Reviewer package without the name of candidates in the PDF.

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(2023 – Q2) Review – Objects count

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(2023 – Q2) Review – Assignments count

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(2023 – Q2) Review – Anonymize reviewer name

In review and review meeting, you can anonymize the reviewer’s name to other reviewers.

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(2023 – Q4) Single deposit by external user

By adding this section in an application form, allow candidate to ask external user (a non-Synto user) to deposit document to an application.

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External user received an email with a link for deposit.

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(2023 – Q4) Security center - Add user - Multiple positions

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(2024 – Q2) Security center - User - Manage multiple positions

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(2024 – Q2) CRM Person - Synto account management

Button create account has been moved.

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If the account exist, you can see the status and navigate to the security center user account using the link.

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(2024 – Q2) Project - Batch financing

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(2024 – Q2) Project - Notifications

The notifications templates are not anymore linked with the status of the project.

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(2024 – Q2) Review - Committees list - Performance improvement and Object counts

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(2024 – Q2) Form (form builder option) - Preview PDF with attachments

This feature can be enable in the form via the form builder.

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(2024 – Q2) Institutional space - CRM Organization ($)

This new module can be added to your product with additional licence fee.

By given the privilege to a user, that user can manage its organization.

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(2024 – Q2) Review - Assignments - Link to the application overview

The link opens Project Overview in a new tab.

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Other features

2023 – Q1

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  • Account – Disable account after inactivity period.

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  • Project – Rename document.
    • Available in: Project details\documents table, AWF\documents table, Finances\Decisions\documents table, Finances\Authorizations\documents table

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  • Program and Competition – Send an invitation for a public competition.

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  • Program and Competition – Cloning – Name of the cloned competition is now as follow:
    • Program Internal Code  " - " Competition Id " - " Form name.

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  • CRM Person – Contributions tab.

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  • CRM Organization – Approval/Refusal managed by privilege (CRM - Organization Approval).

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  • Review – Review plenary – Complete/Reopen a review.

2023 – Q2

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  • Project – Approval cycle on document.

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  • Review – Archive committee.

2023 – Q3

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  • N/A

2023 – Q4

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  • Notifications search – Context criterion has been replaced by classification.

2024 – Q2

  • Project search – Program and Competition criteria are now auto-complete.
  • Institutional Space - CRM Organization