New Platform Update: 2024-03-08
March 8th, 2024 - DealRoom Product Updates
Findings in the Your Work tab - Along with Requests and Deal tasks assigned to you, you can now find Findings in the Your Work tab too. This keeps everything in one easy, accessible place.
Findings filters are updated - Now you can filter by specific role of assignee, follower, or owner.
Deal Email Search - Easily search through emails attached to deals! Search by email body or specific name.
Request Permissions Update - New groups will now inherit permissions for new categories, while existing groups will retain deny permissions by default.
Request Deletion Warning Message - When attempting to delete unresolved requests, a warning message will prompt for confirmation to prevent accidental deletion of ongoing requests.
Request Status Change Warning Message - If you're about to change the status of multiple requests simultaneously, a warning message will now appear, ensuring you confirm the action to avoid unintentional bulk status changes.
An error message now displays if copying a room fails, typically occurring when attempting to copy a deleted room.
Previous/Next buttons in request details are now fixed.
The overdue message for completed deal tasks has been removed.
The edit option is now hidden from approved comments.
Should you have any questions or concerns, please feel free to reach out to our support team!
New Releases
Findings in the Your Work tab - Along with Requests and Deal tasks assigned to you, you can now find Findings in the Your Work tab too. This keeps everything in one easy, accessible place.
Findings filters are updated - Now you can filter by specific role of assignee, follower, or owner.
Updates
Deal Email Search - Easily search through emails attached to deals! Search by email body or specific name.
Request Permissions Update - New groups will now inherit permissions for new categories, while existing groups will retain deny permissions by default.
Request Deletion Warning Message - When attempting to delete unresolved requests, a warning message will prompt for confirmation to prevent accidental deletion of ongoing requests.
Request Status Change Warning Message - If you're about to change the status of multiple requests simultaneously, a warning message will now appear, ensuring you confirm the action to avoid unintentional bulk status changes.
Bug Fixes
An error message now displays if copying a room fails, typically occurring when attempting to copy a deleted room.
Previous/Next buttons in request details are now fixed.
The overdue message for completed deal tasks has been removed.
The edit option is now hidden from approved comments.
Should you have any questions or concerns, please feel free to reach out to our support team!
Updated on: 11/03/2024
Thank you!