⭐ Release Notes: Latest Enhancements

We're excited to announce several new features and improvements based on your feedback. These updates enhance compliance management, improve workflow efficiency, and provide greater flexibility in how you interact with our platform.

New Features

Time Management Improvements

Activity Sorting in All Tab

• Sort your time entries by start time in chronological or reverse chronological order

Multiple User Selection in Time Control

• For our Customer Admins, you can now select and view multiple users' time entries simultaneously from the dropdown

User Name Display Enhancement

• Time Control and Time Control Export now display user names instead of user IDs

Enhanced Compliance Management

Intapp Terms - Group ID Support

• Compliance integrations now support group-level rule mapping for complete coverage
• Automatically maps group rules to associated clients within multi-entity organizations

User Experience Enhancements

Optional Codes Configuration

• New customer setting allows firms to show or hide optional code fields

Enhanced Save & Duplicate Workflow

• When duplicating entries and changing initiatives, applicable codes are automatically preserved
• Codes persist when they're part of the new initiative's code range, eliminating re-prediction

Optimized Notification Positioning

• Toast notifications moved to center position to prevent blocking the Work Activity panel