What's New

Release Date: 17/09/24

External Engagement ID in Reconciliation Report

A new External Engagement ID column has been added to the Reconciliation Status Report for easier identification of SMEs.

V3 Data Refresh Button

Relationship Managers can now refresh individual engagements with a new Data Refresh button.

Multi-Engagement Enhancements

The ability to bulk set additional settings and assign external IDs has been added to the multi-engagement form.

Bug Fixes

Multi-Engagement Copy Button 

The Copy button on multi-engagement forms now duplicates engagements with a different name as expected.

Duplicate Engagement 

Resolved an issue where editing engagements in the multi-engagement form caused duplicates on the dashboard.

Engagement Creation Error

Fixed an Access Denied error when creating new engagements in the multi-engagement form.