itris 9.20

Released June 2023

We're pleased to present itris 9.20. In this release there are 2 new features and 8 improvements.

Remember to take a full backup of the itris database before updating.

✨ New Features

Access Groups

Access Groups allow the segregation of data in a single database, restricting certain records from users. This removes the need for customers to have multiple databases and instead, have a single database split up by brands, industries or location. It can be used for internal databases for administrative purposes as well as privacy and security, such as GDPR records that are kept for legitimate interest but have opted out of all contact. Access groups provide the possibility to segregate a single database any way you like.

Placement Notifications

In itris 9.16, we released Terms Notifications which are automatically generated email notifications centring around business terms for companies. We have now added Placement Notifications which will trigger emails to specific recipients when a placement is made, changed or deleted.

🔥 Improvements

We are always making improvements to various areas in itris from usability enhancements to customer feedback. Here’s what we’ve improved in 9.20:

  • Job & Placement Rate Improvements We have made some improvements to the workflow for managing job and placement rates.

  • Currency Display Enhancements Financial information in itris will now include the currency code, allowing for differentiation between currencies using the same symbol as well as some other display improvements.

  • Dashboard Widget Clarity Some dashboard widgets have had their name updated and a period added to clarify what data is being displayed.

  • Focus Selected Users There is a new toggle when selecting users to focus on those that have been selected which is helpful for customers with a lot of users.

  • Company > Contact Additional Fields The contacts list on the company record now displays the contact’s status and default address.

  • Default Comment Types The default comment type was previously set to Standard, but this can now be changed in the IMU > Settings.

  • New Job/Placement > Create New Address When creating a new job or placement, users can now add a new address to the company if it does not yet exist.

  • Contact List Improvements Anywhere that contacts are listed in itris will now show the contact’s job title.

🚀 Coming Soon

Our roadmap is ever-growing. Here’s a sneak peek of what’s coming to itris soon.

  • Pin Notice Board Posts
    Allow posts to be pinned at the top of the Community Notice Board.

  • Report Focused Searches
    Perform focused searches from the itris reports.