06.06.2024 | Client Portal 5.76 Release
Improved Stability in Document View
This release aimed at making significant improvements to enhance the user experience when navigating from the Document View to other pages in the platform. Notably, we've resolved an issue that occurred when re-clicking the document icon in the left-hand navigation after front-loading an instrument. This fix ensures smoother navigation and reduces interruptions while you work with your documents.
Enhanced Filter Functionality
In this update, we've addressed an issue with the searchable drop-downs within the filter modal. Previously, when users typed into these drop-downs, some options were hidden within the filter window, making it difficult to see the available choices. Now, the drop-downs will extend beyond the filter modal, ensuring all options are visible and easily accessible. This enhancement restores the intended functionality and improves the overall user experience with our Navigator and Drill-In Analysis pages.
06.14.2024 | Client Portal 5.78 Release
Deal Name Editability
We've resolved an issue affecting the editing of deal names for users with admin access. Changed to deal names will now save and display correctly on the platform. ensuring that any edits are consistently reflected, enabling a more reliable user experience.
Optimization of Currency Selection in Filters
A minor issue was raised in relation to the currency drop-down under a few reference data fields within our filtering features. Previously, users were having trouble selecting particular currencies for EBITDA and Issue size. With this fix, the currency drop-down now functions properly, allowing users to easily select and view data in their preferred currency.
06.19.2024 | Client Portal 5.79 Release
Bulk Download PDF Files as a ZIP
This release improves the process for downloading your PDF files with added convenience and reliability. Users can now utilize the new drop-down menu on the Download Selected Submission PDF(s) as a ZIP feature to select files by specific periods (i.e., this week, this month, last quarter, last year). This improvement ensures that large volumes of files are managed more effectively, providing users with a ZIP file that opens correctly or displays an error if there is an issue. This update helps streamline file management and makes it easier to track and download user and company submissions.
Include Links to Concept Analysis in Reports
We have introduced a new parameter in our reporting tools to Include Links to Concept Value. With this new feature, users can choose to include or omit links to concept analysis within Excel exports. If this box (shown below) is selected, all concept values will link directly to Street Diligence to further analyze the term. This is also known as our 'Enhanced View', here you can view the prevalence, favorability, and scores.
Questions? Contact support@streetdiligence.com.