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New Platform Update: 2024-03-08

Updated this week

March 8th, 2024 - DealRoom Product Updates

New Releases

  • Findings in the Your Work tab - Along with Requests and Deal tasks assigned to you, you can now find Findings in the Your Work tab too. This keeps everything in one easy, accessible place.

  • Findings filters are updated - Now you can filter by specific role of assignee, follower, or owner.

Updates

  • Deal Email Search - Easily search through emails attached to deals! Search by email body or specific name.

  • Request Permissions Update - New groups will now inherit permissions for new categories, while existing groups will retain deny permissions by default.

  • Request Deletion Warning Message - When attempting to delete unresolved requests, a warning message will prompt for confirmation to prevent accidental deletion of ongoing requests.

  • Request Status Change Warning Message - If you're about to change the status of multiple requests simultaneously, a warning message will now appear, ensuring you confirm the action to avoid unintentional bulk status changes.

Bug Fixes

  • An error message now displays if copying a room fails, typically occurring when attempting to copy a deleted room.

  • Previous/Next buttons in request details are now fixed.

  • The overdue message for completed deal tasks has been removed.

  • The edit option is now hidden from approved comments.

Should you have any questions or concerns, please feel free to reach out to our support team!


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