Module Enhancements
Feature
- Contact information multi-row field in the Add window for Individuals and Organisations
Benefits
- No need navigate to the Contacts tab to add the contact information.
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Feature
- Subject Category is now a multi-selection control in Issues, Grievances, Commitments and Informal Consultations
Benefits
- You can tag multiple categories to one record
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Feature
- Location and Project are automatically filled in on certain Adds, like Add a Grievance when in a Meeting
Benefits
- Less information to be typed when creating new records
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Feature
- Activate or Deactivate breakdown values
Benefits
- Allows to hide breakdown levels of KPI which are not required for future data entry, while still keeping them available for past reporting
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Feature
- Duplicate Data Entry Forms
Benefits
- Allows the user to copy all the KPIs configured from another Data Entry Form (Year) to a new Data Entry Form
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Application Enhancements
Mail handler
Feature
- Send emails to the system to create Informal Consultations or Grievances
- Emails can now also be in sent HTML format, not just text.
- Attached documents to the email are stored in the application
Benefits
- Enter information in the system by sending an email from a phone or another remote platform
- Security is managed through validation of the sender’s email address
SUBJECT: [EPA] Title of the Informal Consultation or Grievance
#Type=informal_consultation
#Project = Corporate
#Location = Sherbrooke
#Stakeholder = I-01632, I-00018, I-00686
Description of the Informal Consultation or Grievance
For more details : Creating Consultations and Grievances From Email
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Platform Enhancements
Import stakeholders and locations from Excel
Feature
- Perform massive imports of Individuals, Organisations or Locations
- Experience a user-friendly interface
- Available from the list form, or from the Settings menu
- Imports jobs may be 'Reverted' for a period of 5 days following the import
Benefits
- Upload all your contacts rapidly (ex: Linked In)
- The application supplies the template required.
- Validation is performed immediately
- Enforce integrity: If the file contains errors, none of its contents is loaded
- Mandatory fields are indicated in the Excel template
For more details: Importing Excel spreadsheet into BoréalisCSR
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Export documents into archive
Feature
- Export all documents from current record and from all directly related record
- Export is compressed into a zip file
Benefits
- Can download all documents with one click
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Display more items in your list
Feature
- ‘Show XXX’ appears at the bottom right of a grid.
- Select the number of records you want to see in the grid (max 200)
Benefits
- See more records when required
- Perform batch actions on records shown
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Export Analytics Graphics
Feature
- Export graphics generated with Analytics in PNG, JPG, PDF or SVG
Benefits
- Incorporate graphics in other documents
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Hide sections
Feature
- Hide entire sections through configuration tool
Benefits
- Allows the additions of new sections visible for some customers only
- A step in making the application ‘regionalized’
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Notable Bug Fixes
- Performance Reporting: Batch action on empty grid causes error
- General: Spanish translation corrections