Changelog

Follow up on the latest improvements and updates.

RSS

System Improvements
Custom Fields
  • Added ability to create and manage custom fields (date, number, dollar, text) to associate to Pursuits.
  • Allows Users to track data that is unique to your organization and its needs.
  • Data is displayed in your list of Pursuits, and is also available in the .csv export of Pursuit Data.
Bug Fixes
  • Fixed an issue that caused Due Dates on Nebraska & Washington opportunities to be inaccurate.
  • Fixed an issue that caused opportunities from Maryland to not populate.
System Improvements
  • Upgraded Major Defense Programs with full coverage of all Centralized Unique Program Identifiers (CUPID) as well as AI Summaries based on historical awards.
  • Improved summaries of Personas, focusing on buying behaviors across Federal Contract Opportunities, Federal Grant Opportunities, Federal Contract Awards, and Federal Contract IDVs.
  • Added ability for AI Summaries on files associated with Federal Contract Opportunities and Federal Grant Opportunities now to accurately describe the content with images.
System Improvements
  • Improved the beta pWin.ai integration workflow, which is currently invite-only.
  • Improved the Global search scoring, which provides more most relevant results with the highest scores listed first, followed by the lower scoring results in descending order.
System Improvements
  • Added AI Summaries to UNSPSC Categories and NIGP Categories.
  • Launched an upgraded version of Recommendations, which refreshes the recommendations shown on the Explore page.
System Improvements
  • Added Trending Search Results based upon site activity to the Global Search
  • Launched a public beta integration of Zapier
  • Added the Description column back to detail page tables
  • Launched a private beta integration of pWin.ai
Bug Fixes
  • Fixed an issue that caused the Funding Analysis table on some Vendor profiles to not work
  • Fixed an issue that caused State & Local Contract Opportunities exports to fail
Bug Fixes
  • Fixed an issue that cause some State & Local Contract Opportunities to display inaccurate Solicitation IDs.
  • Fixed an issue that caused inability to select a filter on the New Entrants report.
  • Fixed an issue that caused the link modal within a Pursuit and Pipeline description text box to overflow.
  • Fixed an issue that caused the Tasks widget on Dashboard to filter inaccurate results.
  • Fixed an issue that caused inaccurate data to display within a Pursuit's Activity tab.
System Improvements
  • Added the ability to transfer Pipeline ownership to another User on the same Account.
  • Added Posted Date filter to State & Local Contract Opportunities.
Bug Fixes
  • Fixed an issue that caused filters on Tasks widget on Dashboard to break.
  • Fixed an issue that caused the dropdown on a Pipeline to break.
  • Fixed an issue that caused Pursuit's Related Items e.g. Files to not display when a Pursuit is clicked from the Pipeline.
  • Fixed an issue that caused Pipeline Stage values to not display accurately e.g. Estimated Value.
  • Fixed an issue that caused Due Date from an FCO to not transfer to the Pursuit.
  • Fixed an issue that caused Saved Searches from e.g. FCO to display as an option on e.g. State & Local search.
System Improvements
Pursuits
  • Added ability to link Tasks and other entities e.g. Pursuit, Vehicle, Personas, etc. from a Pursuit's detail page.
  • Added ability to generate AI Insights from a Pursuit detail page.
Capture
  • Added ability to display up to 50 records on Capture index pages (Tasks, Saved Searches, Pursuits, Pipelines).
  • Decreased loading performance on Capture index pages.
  • Users can now send links to specific pages within a Pursuit e.g. Overview, Discussions, Activity.
AI Insights
  • Added latest GPT4-0 model.
  • Save Memories in AI Insights to base AI Insights responses off of e.g. save entered vendor detail information.
State Data
  • Added Iowa, Utah, Montana, Indiana, Washington D.C.
Global Search
  • Results for Personas are now returned in Global search results.
Bug Fixes
  • Added Source field to Opportunity exports.
System Improvements
Global Search
Improvements to Global Search in the following feature areas:
  • Simplified Result Format: Results now only display the name and the first highlight to provide a more focussed search experience.
  • Recent Searches: Display the user's recent searches, with the ability to remove entries.
  • Capture Filter: When there are results from Capture indexes e.g. Pursuits or Tasks, a toggle will give the user the option of filtering to only show their own data, or everything.
  • User Files: Users can search (and download) user files directly from the global search component.
  • Contextual Actions: Search with AI, Save Search, and Export directly from within global search.
  • Search Results: When a user clicks the top level menu, they get up to 50 results.
Pursuit Preview
  • When hovering over a Pursuit name from the Pursuit Index page, a Preview button will display generating a sidebar flyout to quickly scan Pursuit details.
State & Local Contract Opportunities
  • Added South Dakota & Iowa.
Bug Fixes
  • Fixed an issue that caused Slack integrations to fail.
  • Fixed an issue that caused the Tasks index page from Dashboard to have the Due Date filter applied.
  • Fixed an issue that caused a State & Local Contract Opportunity to cause an error.
  • Fixed an issue that caused the Funding Analysis table to fail to export when Place of Performance filter applied.
  • Fixed an issue that caused the Tasks Due Soon widget on Dashboard to show all Tasks.

new

Web

3.1.7

System Improvements
Pipeline Access
  • Added the ability to specify a list of users that have access to Pipelines
Capture Reports & Dashboard
  • New funnel chart for active pursuits
  • New performance chart for completed pursuits
  • New projections chart for active pursuits with award dates
  • New capture dashboard
State & Local
  • Added contract opportunities from: 1) Delaware 2) Alaska 3) New Mexico
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