💖 Love is in the air! 💖
Welcome to our latest release notes, just in time for Valentine's week! To celebrate the season of love we've included an exciting new feature in release 138.0: a new activity tab on your supplier's profile pages.
Of course that's not all: we've released new requests filters and you can also now give your pre-qualification questionnaires expiry dates.
All the details and more below - you know what to do ⬇️⬇️⬇️
🎭 New Activity Tab
There's a brand new activity tab on all supplier's profiles
You will now be able to select a supplier profile and see all the questionnaires, requests and contracts you've sent to them. Literally - all the work you have going together in one place 🤯
From here you'll be able to click into the individual pieces of work - no more having to search in each module to find what you're looking for 🔎
🕓 New “Active stage” and “Final deadline” Request filters
We've added 2 new Request filters to enable you to find your requests according to timeframe
“Active stage” allows you to choose a stage and a logic operator to show certain requests, for instance "Active stage is at before stage 2".
“Final deadline” allows you to choose a specific date and logic operator to show certain requests, for instance “Final deadline is before [date]”.
These filters join existing ones to make request filtering even more powerful 💪🏼
🔄 Pre-qualification Questionnaire Recurrence
You are now be able to set an expiry date against your questionnaires.
This means you can now automate the process of ensuring your supplier's information is always up to date.
When setting up your questionnaire simply add renewal settings.
You can decide how often they will have to re-submit their questionnaire e.g. require re-submission every 2 days / months / years! 📆
30days before the questionnaire expires you'll both get an email letting you know the questionnaire is due to expire...
... and on expiry, the questionnaire will go back in progress and your supplier will have you review and re-submit for your re-approval ✅
🌟 Updated grid component for Questions sections on request
We've created a more consistent, unified experience across the platform and between different contexts (read only, edit, review & send, details)
This will deliver you a better experience with frozen columns and header cells, and be responsive even when handling larger amounts of data
The way you edit your questions has not changed!
💅🏼 Small but powerful improvements
Requests Hub
Fix to avoid a missing template name on the template preview page
Fix to ensure the “award request” popup does not close unexpectedly before the flow has finished
Update to ensure contract date logic for start dates and expiry dates works as expected.
Contracts Hub
Update contract table, removing the open button and replacing it so that the detail can be opened by clicking anywhere on the row
Pre-qualification Hub
Fix to make sure category name changes in the header when an edit has been made
Update the pre-qualification tables, removing the open button and replacing it so that the detail can be opened by clicking anywhere on the row