Release Notes - June 12th 2023
We are delighted to announce the latest updates to Atvero, with exciting new capabilities and product improvements based on customers' feedback.
🚀 What's new?
CMap integration
Projects, companies, contacts and their subsequent edits will bi-directionally sync between CMap and Atvero, ensuring consistent data between the two systems.
Global search
Use metadata filters to efficiently search across one, several, or all projects, finding rapid results based on file names or documents’ content that are linked directly to the associated Atvero record.
Confidential email filing
Designate an email as confidential by filing into a secure folder which only assigned users can access. Confidential emails are also discoverable in the new global search system.
Customisable project metadata
Flexibly configure the values for project status, sectors, services and fee types at the hub site level to align with teams’ specific needs.
Re-transmitting issues
Re-send issues to different recipients without cloning or producing a new issue number.
Filing emails in group mailboxes
Team members can see whether an email has already been filed in Atvero by another member.
🌟 Improvements
Improved filing of email attachments