A new version of Active Steward has been released, some of the main changes are listed below.
- New functionality for Budgets. Users can manage the invoicing of projects not associated with studies – in the same way we already do in the study management feature (i.e. associate budgets with invoices, entities and creation of invoices in Quick Books).
- Substance/entity links are streamlined. Now, instead of there being two ways to link companies and constituents there is only one way, under “Substances” on entities (or vice versa).
- In Campaigns there have been several improvements:
• Buttons can be added to Campaign pages
• The ability to select which invoices to show in the invoice pages (just to or from, and to or from a specific company if requested).
• Improved appearance when page when customers need to select an option from the menu
• Breadcrumb experience has been improved
To view the other improvements and changes, you can access the full release notes from the news feed on the Active Steward home page. For more details on release 12.1 or to find out more about Active Steward™, please contact us.