Some exciting changes to the My Portfolio page and updates to the Cashflow page
My Portfolio
- Added a transition to this page so that it fades in and out on filter changes. This adds a bit of polish and, importantly provides instant user feedback that the page is responding to the request.
- Made the cards at the top selectable filters
- Now if you click a card you will see the table populates with only the matters that were used to create the card
- Added hover-overs to the cards to let you know they are selectable
- Added a colour to the card which is selected
- Changed the card icon colours to make them nicer, and the font colours.
- Added a filter to the page which allows you to filter by participant type
- Filter changes the entire page, including the cards
Unrealised Cashflow page
- Added transition to the page, same as the My Portfolio page.
- Changed the colours in the chart which should, hopefully make it easier to read.
- Added “all team members” to the arrange by filter.
- This filter shows the breakdown of all un-invoiced hours, and un-collected monies of a team member regardless of their participant association with a matter.
- The filter also shows the table broken down by team member, meaning you may now see matters show up more than once.
- The filter removes the disbursements from the page, this was playing havoc with the calculation because team members are not typically associated with disbursements.
- We have changed the drop down to show General and Participant Specific sections to better delineate between the two types of arrangement.
Fixed some small bugs
We had several bugs reported to us throughout the week and we managed to turn each of these around. Please keep those reports coming!
Known Issues
The email is not working after the change to the stagnant calculation – we are fixing it and that change will be shipped out mid cadence.
Tom