itris 9.22

Released September 2023

We're pleased to present itris 9.22. In this release there is 1 new feature and 6 improvements.

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

✨ New Features

Financial Exports

We have added a new area to facilitate financial exports to .csv, starting with Merit Software. These purpose-built export configurations will allow financial data from itris to be exported in the required format and imported into Merit.

🔥 Improvements

We are always making improvements to various areas in itris from usability enhancements to customer feedback. Here’s what we’ve improved in 9.22:

  • Dashboard Views
    Dashboard views are one of our most highly requested improvements which we are excited to be releasing. You can now filter the dashboard to other users, teams, groups and access groups.

  • Reports Hub
    The reports area has now been improved from a workflow point of view. All of the reports are now available from the main menu with the ability to open multiple reports at the same time.

  • Income Report Improvements
    The income report will now take split fees into account and allocate income to users based on this.

  • Full-Text Search Validation
    We have added validation to full-text searching which will help users identify which words or terms will not be taken into account.

  • Applicant Submission Searching Restrictions
    The applicant search > restrictions area now has 2 additional levels of interview and CV submission to optionally set.

  • Access Groups - API Endpoints
    Access Groups are now reflected in the API across all record types in both new and existing endpoints.

ℹ️ Information

We have removed the Twitter feed from the Community indefinitely. Following some changes to Twitter (X), the API that is used to publish tweets looks as though it has been deprecated. There has been no official news from Twitter (X), so it has been removed for now.

🚀 Coming Soon

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

  • Source File Deletions
    Set whether you would like to automatically delete CV files from your computer when uploaded to itris.