02/21/2021 - Updates and Enhancements Laura Vautour
We are well into Legislative Session season across many states. We've been listening intently and working hard to bring the new features and enhancements to Engagifii that you need and want.
Released Week 2/21/2021
Legislation
New Features:
Added Pdf download and ability to add logo across all reports
Added option to export reports to pdf from emails
Added Cross-file information, available in the bill header as clickable link and for use in reports
Optimized generation of legislation reports when staff analysis is included
Fixes:
=Today() function allows inclusion of today’s date in spreadsheet reports
Permission fixed for staff analysis emails; only those with staff analysis permission will receive any email related to staff analysis.
Saved Search -- changed the word Watchers to Subscribers
Committee calendar - senate meetings header in blue; house meetings header in red
Committee Search adjusted
Fixed “track bills” permission – only those with track/untrack bills permission will be able to track or untack bills
Revenue
New Features:
Additional data displayed on All Transactions list that can be used in filtering and sorting
Option to configure the starting number of transactions
Report section and aged trial balance report added, can export report data to Excel
Permission-driven visibility of transaction activity
Update look and feel of invoice pdf
Add, update and delete payment terms, makes names intuitive
Relationships
New Features:
Added ability to export list of people in a group to Excel from the Wrench tool
Department column added to people lists and filters on people lists
Permission-governed visibility for organization members
Fixes:
Removed [Relationships] from the header of the Instructors page
Renamed "Mark as Inactive" button to "Deactivate"
Default Payment term and In Use Payment term can be deleted
Default Payment term can now be set even if the Payment term is turned off
Fixed date format on Send invite
Ensured Apply amount value can not be more than Invoice Amount when adding a Payment
Accreditation
New Features:
Export available from the Wrench tool on accounting details for class, endorsement, event and event sessions
Released Week 2/28/2021
Legislation
New Features:
Committee Calendar feed timing changes for the state of Alabama
Added additional functionality and precision to Full Text Search on All State Bills and Tracked Bills through new drop down options availability
Fixes:
Saved Search - Saved Search modifications providing accurate results
Special characters removed from bill titles if visible