Release Details
Type | Category | Description |
|---|---|---|
Update | CustodianIQ | Users can now view key custodian profile details directly in CustodianIQ, including contact and organizational information such as email, phone, department, office location, employee number, and title. |
Update | Preservation | Manual Preservation Managers now have more limited access, allowing them to work only with their own preservation locations and only within the preservation areas relevant to their role. |
Update | CustodianIQ | CustodianIQ performance and reliability have been improved for clients with very large address books and high volumes of custodian hold data. |
Update | Collection | The Start Collection action has been disabled when no locations are added, to help prevent incomplete collection runs. |
Update | Collection | Disabled the Save button until required Box locations or date filters are selected, reducing the chance of invalid configurations. |
Update | Collection | Updated the system so users receive a confirmation prompt when starting collections that include both completed and non-completed custodian records to avoid accidental re-collection. |
Fix | Slack Integration | Fixed an issue that prevented Slack integrations from being saved successfully after authorization. |
Fix | Slack Integration | Adding a custodian to an existing Slack-preserved hold now correctly updates the existing hold instead of creating a duplicate. |
Fix | Slack Integration | Resolved an issue where preservation activity would remain stuck in progress after a custodian was removed and later re-added. |