December 01, 2018

December 2018 Update: Custom Statuses and Attachments

Custom Record Statuses
Last month, we launched a feature that allows you to categorize records. We received lots of positive feedback but many customers wanted to be able to further customize statuses. With this update you can now configure your own statuses (up to 5), and customize them to better match your internal workflows and documentation processes.

A quick note: If you change an existing status, that change will update any existing record with that status. For example, if you change the “approved” status to “pre-cleared”, the new label will apply to all existing records that were labeled with the “approved” status. Additionally, if you delete an existing status, all contributions will be relabeled to your account’s default status setting.

Attachments
The notes feature on records just got more powerful. Now, when you add notes on a record, you can upload and attach files as well. Any file (DOC, PDF, CSV, JPG, XLS etc) up to 100 MB can be added to a record as an attachment.

Navigation Improvements
We adjusted the placement of a few features to improve ease of use and simplify the interface. Now, you can access the Dashboard by clicking “illumis”. And when you’d like to view, add, or make changes to monitored employees or companies, go to the “Monitoring” tab. You can find reports and other settings (including customizing record labels) in the drop-down menu under your account name in the top right corner.

Please Note: This post was updated in June 2020 to reflect our company’s new name: illumis


compliance updates
Yesterday’s Wall Street Journal highlighted the increasing emphasis and implementation of data analytics and monitoring tools in corporate compliance programs.
compliance updates
Yesterday, we released our second research report to help compliance teams navigate political contribution regulatory compliance. Download our 2020 Candidate Research Report on U.S. House Candidates here!
compliance updates
This summer we’ve continued to build out powerful tools on our political contribution compliance platform to better serve our customers. Today, we’re excited to share three big features we added to the illumis platform: