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(2024 – Q2) Security center - User - Manage multiple positions
(2024 – Q2) CRM Person - Synto account management
Button create account has been moved.
If the account exist, you can see the status and navigate to the security center user account using the link.
(2024 – Q2) Project - Batch financing
(2024 – Q2) Project - Notifications
The notifications templates are not anymore linked with the status of the project.
(2024 – Q2) Review - Committees list - Performance improvement and Object counts
(2024 – Q2) Form (form builder option) - Preview PDF with attachments
This feature can be enable in the form via the form builder.
(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.
(2024 – Q2) Review - Assignments - Link to the application overview
The link opens Project Overview in a new tab.
(2024 – Q3) CRM Organization + CRM Person - Keywords
(2024 – Q3) Review - Assignments - Keywords
Other features
2023 – Q1
- Account – Disable account after inactivity period.
- Project – Rename document.
- Available in: Project details\documents table, AWF\documents table, Finances\Decisions\documents table, Finances\Authorizations\documents table
- Program and Competition – Send an invitation for a public competition.
- Program and Competition – Cloning – Name of the cloned competition is now as follow:
- Program Internal Code " - " Competition Id " - " Form name.
- CRM Person – Contributions tab.
- CRM Organization – Approval/Refusal managed by privilege (CRM - Organization Approval).
- Review – Review plenary – Complete/Reopen a review.
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- Notifications search – Context criterion has been replaced by classification.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