Intruity Corporation
Insider Update June - 2024
Welcome to the Intruity Corporation Insider Update!
As our valued partner, we are excited to share a range of key feature updates and enhancements that we’ve made to our software platforms to improve your experience and overall usability.
We take pride in our technology solutions, and we look forward to continuing to serve your business growth objectives.
Key Features
Customer Type Filtering:
Enhanced Customer Segmentation: We’ve added the ‘Customer Type’ to our filters in Customer and Customer Manager. Now you can create and use custom types to filter and report on your customers more effectively.
Product Enhancements
- Employee Profile Pictures: To speed up load times within OneLink, employee profile pictures are now stored more efficiently.
- User Selection Optimization: The Change User selection screen will now display only 50 results per search, making it faster and more responsive.
- UI Styling Updates: We’ve refreshed the styling for tasks, notes, subtasks, and attachments for a cleaner and more cohesive look.
- Clarified Asset Terminology: Updated headings on Assets for better clarity.
- Hierarchy List Sorting: Hierarchy list in company setup is now sorted by sort order first.
- Account Commission Enhancements: Added ‘Previous Balance’ to the Account Commission Report for better tracking.
- Advanced Asset Management: Added new capabilities to sort, create groups, and establish rules within assets for improved organization.