Phundex Releases Updates – September 2024

We are thrilled to announce the latest Phundex product release for September 2024!

This release is packed with features that our clients have been eagerly awaiting.

Exciting New Features:

Pathway Enhancements:
Pathway Level, Type, and Mentor: Now, you can easily tag and filter your pathways based on their level, type, and mentor. Customize these tags to suit your needs and search and sort your pathways effortlessly.
Pathway Mentors: Especially helpful for innovation hubs and incubators, mentors can now be selected from a list provided by the Client Administrator.
Pathway Levels & Types: Get creative using levels and types. They can be used to tag startups’ stages or types of transactions. Flexibility is key!
Create/Update Pathways: Add pathway level, type, and mentor fields to new and existing Pathways with ease. Your dashboards will also showcase these features.
Pathway Analytics: Extract a comprehensive list of your Pathways and their related data for in-depth analysis.

User Experience Improvements:
Task Assignment Permissions: Team members automatically get edit access, while managers receive edit and review rights.   These can be amended if you wish.  Simplified task assignments!
Data Room Enhancements: You can access document menus in both tile and list views. Your preference is remembered for future sessions. You can also edit documents in the Data Room from either tile or list view.
Time Tracking: Log time spent on tasks in fractions of an hour.
Increased Pathways View: Scroll through 100 pathways before moving to the next page.
Additional Task Form Number Options: Now includes fractional numbers and versatile telephone number formats.

Bug Fixes and HelpDesk Updates:
Company Search: New joiners can now select companies by name or number.
Document Downloads: Downloaded documents retain their assigned names.
Custom Form Reordering: Pathway managers can now reorder custom forms.
Dropdown Search Fields: All items now show in the dropdown list.

HelpDesk and FAQ’s Enhancements:
• Check out our online HelpDesk with tips, videos, FAQs, and more.
• Explore articles and e-books tagged by industry for easy access.
• Contact our Support Team for questions or suggestions.

We are already working on more enhancements based on your feedback! Contact us to share what you’d like to see next.

Not a Phundex user yet? Dive into a world of enhanced productivity – sign up for a free trial today and experience firsthand how Phundex can revolutionize your workflow.  Work smarter, work faster with Phundex!

Request a demo or trial by emailing support@phundex.com or book directly on our website.

Stay updated by following us on  Phundex LinkedIn or visiting our website: Phundex Knowledge Hub

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