New Platform Update: 2023-12-15
December 15th, 2023 - DealRoom Product Updates
Revamped Requests Modal UI: Say hello to a sleeker, more powerful Requests Modal UI! We've overhauled the interface to provide you with advanced functionalities, including:
Seamless movement of requests across categories with the intuitive search bar.
On-the-fly creation of new subcategories without navigating away.
Text customization options such as bold, italicize, and highlighting directly in the description.
Other UI design enhancements
![](https://storage.crisp.chat/users/helpdesk/website/27f699bfcd0cb800/screenshot-2023-12-15-at-95058_hy1otx.png)
Tell us what you think about these updates - your feedback matters!
Note: We've expanded functionality when it comes to creating new requests. Now, kickstart your requests with even more information right from the beginning!
New Feature: Notes in BI Reports! - Experience a new dimension of collaboration with our latest feature - Notes in BI Reports! Now, you can:
Embed deal notes directly in your Business Intelligence reports.
Apply dynamic filters and download reports in Excel or PDF formats.
Include crucial details like deals, note dates, and authors for a comprehensive overview.
By integrating deal notes into BI reports, we're empowering decision-makers with deeper insights for more informed choices.
Deal Tasks - On the deal card, alongside emails and notes, you can now create tasks too! When you create tasks for a specific deal, you'll automatically be sent reminders in app and to your email so nothing is forgotten! These will also show up in the Your Work tab with room-related tasks, so everything is in one place. Ensure timely follow-ups, and foster accountability among team members during the initial due diligence process.
![](https://storage.crisp.chat/users/helpdesk/website/27f699bfcd0cb800/screenshot-2023-09-22-at-44830_1gzck7z.png)
If you have any questions, please don't hesitate to reach out to our support team!
Revamped Requests Modal UI: Say hello to a sleeker, more powerful Requests Modal UI! We've overhauled the interface to provide you with advanced functionalities, including:
Seamless movement of requests across categories with the intuitive search bar.
On-the-fly creation of new subcategories without navigating away.
Text customization options such as bold, italicize, and highlighting directly in the description.
Other UI design enhancements
![](https://storage.crisp.chat/users/helpdesk/website/27f699bfcd0cb800/screenshot-2023-12-15-at-95058_hy1otx.png)
Tell us what you think about these updates - your feedback matters!
Note: We've expanded functionality when it comes to creating new requests. Now, kickstart your requests with even more information right from the beginning!
New Feature: Notes in BI Reports! - Experience a new dimension of collaboration with our latest feature - Notes in BI Reports! Now, you can:
Embed deal notes directly in your Business Intelligence reports.
Apply dynamic filters and download reports in Excel or PDF formats.
Include crucial details like deals, note dates, and authors for a comprehensive overview.
By integrating deal notes into BI reports, we're empowering decision-makers with deeper insights for more informed choices.
Deal Tasks - On the deal card, alongside emails and notes, you can now create tasks too! When you create tasks for a specific deal, you'll automatically be sent reminders in app and to your email so nothing is forgotten! These will also show up in the Your Work tab with room-related tasks, so everything is in one place. Ensure timely follow-ups, and foster accountability among team members during the initial due diligence process.
![](https://storage.crisp.chat/users/helpdesk/website/27f699bfcd0cb800/screenshot-2023-09-22-at-44830_1gzck7z.png)
If you have any questions, please don't hesitate to reach out to our support team!
Updated on: 04/01/2024
Thank you!