5.9 version 2023/09/05
Added
- Added the cards in Statistics for Unresolved cases, Partially resolved cases and Resolved cases.
- Added the Status column to the table on the Clients page.
- Added the option to sort the Clients table based on the Status column.
- Added the option to archive clients.
- Added the option to change the status of the cases in a client when the client status is changed.
- Added the option to send an email to support when an incorrect password is inserted during logging in.
- Added the option to delete cases or reassign them to another user when a user is being deactivated.
- Added the option to utilise more functionality through the Pascal API.
Changed
- Changed the Statistics on the Home page to show the Unresolved cases, Partially resolved cases and Resolved cases.
- Changed the functionality when selecting an entity in the resolve panel from creating a hyperlink case to creating a Preview case.
- Changed the visualisation and flow of reassigning cases when deleting a user to be clearer and more consistent like user deactivation.
- Changed the text under the sign in options to also include our Cookies Policy.
- Changed all emails send by Pascal to also include the option to provide feedback on the received email.
- Changed the email addresses and sender names of all emails send by Pascal.
- Changed the client resolve progress to only consider active cases.
- Changed the name of the original Status column in the Clients page to Resolve.
- Changed the data feedback form to include an optional related source.
- Changed the name of the Yale CELI List of Companies Leaving and Staying in Russia to Insight: Yale CELI.
Fixed
- Fixed an issue where the last user of an organisation could be deactivated, which resulted in the organisation not being accessible anymore.
- Fixed an issue where the text wasn't aligned correctly in the data packs on-boarding page.
- Fixed an issue where the email sent when there is an invalid payment method wasn't being send.
- Fixed an issue where in some rare cases updating your plan from No monitoring to Daily did not allow you to use daily monitoring.
- Fixed an issue where searched sources displayed Not searched while all sources were active in the case.
- Fixed an issue where searching did not correctly consider the last name of a person, when there was searched on a name with more than one initial and a last name.
- Fixed an issue where the Unresolved cases filter included preview cases.
- Fixed an issue where alias suggestions weren't provided when editing a case where no aliases are provided.
- Fixed an issue where it was possible to edit the description of an archived case.
- Fixed an issue where sorting on the Risk and Resolve columns in the Cases page didn't sort text-based values logical.
- Fixed an issue where associated clients of deleted cases were visualised to be able to change in the Cases page, while this is not possible.
- Fixed an issue where some risk statistics were still visible after risk was disabled.
- Fixed an issue where using the right mouse button to resolve all found results wasn't possible when only one result was found.
- Fixed an issue where generating case reports in bulk was not possible with the "Assigned" filter active.
- Fixed an issue where the last modified date in the Risk settings wasn't updated correctly when changes were made and saved.
- Fixed an issue where adding a case to a new client always showed the case's status as Pending.