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.