June 11th, 2018
Improve Top Down Details
We want to make it clearer how information can be quickly managed within your Activity/Budget Plan from top to bottom. When updating the details panel of a Category and Subcategory the changes will cascade down to all items within the folder. Items can override this information by updating the details panel when an item is selected.
June 6th, 2018
Roll-up to Activity Plan Short-cut
We added a link to improve workflow from view roll-up (high-level picture) to activity plan (look at the details).
Select-All Added to Multi-select form fields
Whenever you use a multi-select field, we are making sure to have a quick option to select/deselect all.
May 25, 2018
Adding Budget Actions
Action have now been extended to the activities grid itself. No longer restricted to just the details panel, actions can now be configured for tasks that apply to a whole budget, such as Allocadia Connect based workflows.
$0 Filter Enhancements
Two new pieces of configuration have been added around view management. A checkbox to control the default value of the $0 filter has been added to the Page Layout section of budget settings. A checkbox has also been added to the budget grid to quickly toggle between using the default filters for a view, and using the user's local overrides. These enhancements allow budget admins to configure views for their budgets that filter out extraneous information by default.
May 22, 2018
Line Item Search: New Location
The Activity Plan search has a new location (left-aligned; opposed to right-aligned) to make it easily accessible when updating the details panel.
Quickly Close Pop-ups/Overlays/Modals
When working with pop-up/Overlays/modals you can now easily close them by clicking outside of them, hitting the ‘esc’ key, or ‘return’ key when there is a single choice.
Right-Click to Delete Activity Rows
You can now easily delete rows by right-click and selecting the option from the menu.
Improvement to External Associations
External association metadata, such as IDs referencing Salesforce campaigns, can now be attached to dropdown and multiselect choices within Allocadia via our public API. This will allow Martech integrations, such as those that we have through Allocadia Connect, to efficiently sync datasets from other systems into Allocadia, opening the door to new avenues for assessing ROI.