We're excited to announce the latest updates to the Athennian platform! Here’s everything you need to know about our latest features and improvements:
What's New
- Add tags when combining people:
Users now have the ability to see corresponding tags when combining people records, providing clear details for both retiring and surviving profiles. - Chart auto-zoom:
We've enhanced the auto-zoom functionality for upward connections, making chart navigation smoother and more intuitive.
What's Fixed
- Structure Charts - percentage ownership:
Single ownership percentages in charts are now accurately reflected, ensuring correct data representation for all clients. - Charts - 'Show Capital Classes' toggle:
The 'Show Capital Classes' toggle now functions consistently by always matching the expected labels in the chart. - Combining entities workflow:
Share classes are included and transferred in the 'combine entity' process, giving users the flexibility to remove them afterwards, if needed. - Entity Overview - Deleting contact:
Deleted contacts will disappear from the overview page without needing to refresh or leave the tab, streamlining the deletion process. - People Search functionality:
Specific name searches will return the exact profile, improving search accuracy and user satisfaction. - Minutebook Stamps:
Correct rubber stamps are now generated during minutebook downloads, replacing the incorrect DRAFT stamp. - Access group profile duplication:
The profile list will now display without any record duplications, even when affiliated with multiple entities. - Secure Shared Minute Book Access:
Users can now access secure shared minute books without encountering the "Error listing responsible professionals" notification, ensuring seamless access. - Summary-Only user access:
Summary-only users can now view the entity 'Overview' even if a company group is set, providing consistent access across all user levels.