July 16, 2020
We’re continually updating our political contribution monitoring platform to better serve our customers. We’re excited to share five updates we added to the illumis platform in June:
Share Out Records From the Platform via Email: You can now easily email records directly to colleagues from the illumis platform to save you and your team time as you communicate.
Multiple User Comments on Records: Your team can communicate directly on records by leaving comments, which will be attributed to the team member that added them. A log of other actions has also been added to records, so you can see when statuses were added, or if the record was shared via email.
Custom Fields: Add custom fields (like employee ID or employee email) to any employee in the illumis platform. These can be added with a bulk import or added and edited on an as-needed basis. Users can customize the fields within the platform itself.
Search with Strict Last Names: You can now set strict last name searches in order to help filter out potential false positives in results.
Dashboard Sorting: Sort records on the dashboard by name and date to assist with your team’s workflow.
We’d love to share more, and see if the platform might be a good fit for your team. If you’d like more information, please contact us using the form below.