Features released - 15 July 2021
Client Reporting Improvements
This release includes product improvements for your client reporting process. A user can now start a Client Report for a project during its draft phase and as part of project closing processes.
In addition, users can now bulk start their client reporting process across a group of projects.
And finally, customers can now set up their client report schedule as part of their contracts via their DocGen merge templates. Speak to our customer success team to add this component to your templates.
Notifications emails
Enquire notifications can now be sent from an email address defined by you. Have your customers receive notifications from grants@yourorganisation.org. Talk to the customer support team to discuss this configuration.
New one click report
A new one click report has been added to the Enquire suite. This new report pulls fields from your Projects object and linked Delivery Agents. The report includes both built in fields and user defined fields.
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Please note that we have now changed user access to the on click report. Previously all users had access to the one click reports. There is a now a new role called “One-click Reporting“ which needs to be assigned to your users for them to view and download these reports.
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New filters now make searching your organisational Contract and Payment Milestones simpler. Search and save Actual Dates as a filter to report on committed payments for this financial year. Filter on a specific Round to query upcoming due Contract Milestones for that fund.
The Created date has now been added to key object searches. This includes Project Created date, Account and Contact created date as well as Document created date.
Assessment Workflow improvements
When an assessment step is re-assigned Enquire now supports both internal and external steps notifying the assignee they have a step to action.
Internal steps once re-assigned will trigger a notification.
External steps once re-assigned will trigger a notification.
To assist with Assessment Workflow management, users can no longer edit a Workflow that has projects in flight.