Release 10.37.0 October 2021

10.37.0 Platform Release Details

12th October 2021

Portfolio Manager Table goes GA in Production!!!!
The Portfolio Manager Table is now live in production for all users. This table will replace the previous Third Party Portfolio Table and the Progress Tracker. Some new features on this table and page that you should know about are:

• Aggregate Count Boxes
• There are 4 aggregate counts at the top of the page that display the total amounts of the information within the table

• Enhanced Filters
• Our new filters are much more user friendly and visually appealing

• Internal Contact 
• This will display under the “Company Name / Internal Contact” column.
• It is the name of the first created Assessment Owner for that company. If there is no Assessment Owner, it will display the first created Account Administrator and if there is no Account Administrator then it will display “Not registered.” 
• If you hover over the name, it will display the role of the contact
• If you click on the name, it will automatically open an email with their email address displayed

• Available in Exchange Column
• This column has updated tier icons and the top tier to display is the highest tier available.
• If there is a stack of tier icons, than that means that there are multiple tiers available
• If you click on the tier icon, a drawer will appear on the right side of the page displaying all the available assessments and the questionnaire submission date of the newest tier. 
• If an assessment is being renewed, updated, or a higher tier is being worked on, the “questionnaire submitted date” will display “Update in Progress”

• Order Progress