Add $ Consideration to Excel Exports
When exporting ownership data from the Entity > relationship > interest section or Entity > participants section, we’ve now included a field that shows the consideration paid for the ownership.
We’ve made some changes to the access section in Athennian. You’ll notice when adding a new user, that you are guided through the workflow with very clear steps and details. Each section has a unique tooltip that specifies what you can do in that section as well as what impact the action you perform will have.
PII (Personal Identifiable Information) Updates
On people profiles, you’ll notice we’ve updated the name of the PII section to Personal Identifiable Information, as well as introduced the Date of Birth field into this collection of information.
Shared Addresses in Custom Reports
All shared address results in custom reports now display the correct address information.
All Task Email reminders are now working smoothly and are notifying users via email the way should
Bulk Edit Principals
Users can now Bulk Edit Principals from the people section without any error messages.