January 01, 2019

January 2019 Update: Company Filtering & Auto-Populate Nicknames

Auto-populate nicknames
Adding common nicknames to searches helps ensure you’re not missing any important contributions. When you add or edit an employee, you can now auto-populate common nicknames to be included in your search. You can also remove or edit nicknames that aren’t relevant to your search.

Filter company search results
One point of feedback we’ve received is that users would like to reduce potential false positives by adding a filter to Company searches. To prevent potentially incorrect variations of entity and employer names from a search, click to edit the company search and then add exclusions.


compliance updates
We’re continually updating our compliance platform to better serve our customers. We’re excited to highlight the our newest functionality in our latest feature update.
compliance updates
We recently hosted a webinar around pay-to-play compliance with two experts on the topic—Ki Hong of Skadden, Arps, Slate, Meagher & Flom, and Heather Traeger of TRS, where we covered important, timely issues around the 2020 election. Given the complexity of pay-to-play regulations and potential severity of penalties for violations, as well as the historic political involvement in this election cycle, understanding and monitoring for these risks has never been more important.
compliance updates
We’re continually updating our political contribution compliance platform to better serve our customers. We’re excited to highlight the most recent additions in our latest feature update.