Features from: 3 Oct 2024 – more activities added to portfolio timeline, remove companies, add notes for historic stakeholders

More activities added to portfolio admin activity tool – we are now tracking and showing more activities in the portfolio activity timeline – for a fuller audit trail.  Activity such as incorporation, onboarding and changes to portfolio settings.

Admin activity change log – more changes to our new feature which shows a record of any admin changes that have been made to an entity’s records via an admin request.

Remove companies that have not yet authenticated – if you start adding an entity to Kudocs, but have not yet entered the authentication code you can now remove that entity from your dashboard

Historic roles – we’ve made some more improvements to how and what you can add about historic roles.  Including adding notes to historic roles and more.

Lots of changes under the hood, including updates deep in the stack