We’re excited to share the latest updates to the Athennian platform, designed to enhance your workflows and streamline your experience. Here’s what's new:
What’s New
Custom People Statuses
Admins can now create custom statuses within a person's profile on the Contact page. This enhancement allows you to reflect more specific individual states within your organization, going beyond standard status options.
You can now define statuses such as "Deactivated", "Outdated", "Missing", and more, providing greater flexibility to meet your organization's specific criteria for people status.
Availability: All customers.
New and Improved Entity and People Cards UI
We've made minor layout updates to the Entity and People Cards interface to improve consistency, clarity, and access to key information.
Availability: All customers.
This month, we dedicated additional time to prioritizing and delivering high-impact customer-requested enhancements. Below is the first batch of improvements from our Customer Love initiative. Keep an eye out for more updates coming in our March release.
Structure Charts
Exclude Trustee and Representative Interests from Charts
If you have more than one holder on a certificate, you can control whether these holders should show up on structure charts. Not all holders have economic interest, and this gives teams the ability to clearly show true economic ownership across joint holding scenarios.
Availability: All customers.
Control Chart Legend Editing with Lock Functionality
Admins can now lock the team chart legend in Structure Charts. This gives administrators greater control over legend definitions, preserving consistency and accuracy across your entity management data.
Availability: Customers on the Professional and Enterprise plans.
Entity Registration Number in Chart Export
When exporting a chart to XLSX, there is now an option to include the "Entity Registration number", right below “Entity Type”. Once selected, it is exported in the report.
Availability: Customers on the Professional and Enterprise plans.
Client Number in Entity Details
"Client Number" data appears in Charts when selected in the Entity Details modal as a Default field.
Availability: Customers on the Professional and Enterprise plans.
Registrations
Introducing a 'Default Name' Option for Registration Types
We've added a new "Default Name" checkbox to most registration types (excluding Foreign Qualification (FQ) and Extra-Provincial (EP)). This allows you to de-couple the registration name from the main entity name. Now, if you complete an admin-level entity name change, the corresponding registration name will remain unchanged, giving you greater flexibility.
Availability: All customers.
Custom Registration Types for Enhanced Data
You can now create custom registration types for all of our baseline registration types (excluding FQ and EP). This feature allows you to capture more specific information for property and land licenses, for example, and surface the custom types directly within the registration table for easier access and management.
Availability: All customers.
Minute Book
Customizable and Default Minute Book Views
Admins can now set and lock a custom, pre-defined folder and document sort order for all users in a Minute Book, ensuring consistent and streamlined organization across the platform.
Availability: Customers on the Professional and Enterprise plans.
Highlight Document in Minute Book Navigation
Quickly locate documents within large Minute Books as the selected document is now highlighted in the left navigation panel, improving visibility and ease of use.
Availability: All customers.
Entity Overview
Customize which statuses are surfaced - for Directors, Officers and Signatories on Entity Overview
Users can now personalize the Entity Overview using the “Edit Display” option to display only the Directors, Officers, and Signatories relevant to them by statuses. Set your preferred status (e.g., Confirmed only) to make the Overview cleaner and more focused.
More Field Configuration Options
The "Unique ID Identifier" and “Unique ID Name” fields are now available to be surfaced and configured on the Entity Overview's “Edit Display” option, providing more essential entity data at a glance.
Availability: Customers on the Professional and Enterprise plans.
Learn more about the Entity Overview Display Customization functionality.
Additional Enhancements
Enforced Option and Warrant Plan Cap Logic
We've introduced stricter restriction and validation logic to prevent users from granting more options or warrants than authorized in a given plan. This ensures that your data always accurately adheres to the plan's outlined limits, preventing inaccuracies and maintaining compliance.
Availability: All customers.
'Other' Meeting Type Now Visible in the Meetings Overview
We've added the ability to surface the "Other" meeting type in your Meetings Overview table. This enhancement allows for more variety in tracking meetings beyond standard board meetings.
Availability: All customers.
Update Country Names for UN Standards
Country and Region names are spelled in accordance with UN standards (e.g., Turkiye, Abu Dhabi, Ajman, Fujairah, Sharjah, Dubai, Ras Al Khaimah, Umm Al Quwain).
Availability: All customers.