itris 9.3

Released March 2021

We're pleased to present itris 9.3. In this release there are 2 new features and 10 improvements.

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

✨ New Features

Calendar Week & Day Views

A new week and day view has been added to the Calendar for an easier way to keep track of your schedule. You’ll also spot some additional calendar preferences to cater for the new views.

Report Exports

In itris 9.2 we added the ability to export Live Jobs, Record Groups and Search Results to .csv file. We have now added this functionality to all reports allowing for more flexibility and control over how you see your data.

🔥 Improvements

We are always making improvements to various areas in itris from usability enhancements to customer feedback. Here’s what we’ve improved in 9.3:

  • Email Data Contexts
    When sending an email, you can now see what mode you are in and what merge fields/templates are available to you.

  • Outlook Pending Count
    A new indicator in the status bar shows the count of emails not yet passed to Outlook for processing.

  • Multi-Select Improvements
    We have improved the layout and usability of the multi-select control.

  • Custom Field Assignment Redesign
    We have improved the design of the Custom Field assignment form for better usability.

  • Attendee Information in Sidebar
    We have added attendee information to the Agenda and Calls tabs in the sidebar to easily differentiate between appointments.

  • Improved Performance on Main Records
    We have improved the performance when opening main record to aid efficiency when navigating through records.

  • Job/Placement Id Columns
    We have added Id columns to the Job and Placement tabs on Company records.

  • Release Notes in itris Updates
    You can now access the release notes from the itris Updates area in the IMU.

  • No Subject Warnings
    When sending an email, itris will now check to see if there is a subject and warn you before sending if there is not.

  • Bulk Email Attachment Limit
    Added an option to prevent bulk emails from being attached to records. This is enabled by default with a threshold for a bulk email set to 100 recipients but can be changed in IMU > Settings > Email.

🚀 Coming Soon

Our roadmap is evergrowing… Here’s a sneak peek of what’s coming to itris soon.

  • Pop Out Windows
    Ability to pop out search results and scheduled calls into a separate window.

  • Copying to Clipboard
    Inclusion of copy buttons to copy communication data to the clipboard.