What's new in Felix - our June wrap-up

Last updated July 05, 2022
Written by Kristy Dale

Here's a summary of the new features and functionality that we deployed in June.

Greater access control for contracts with enhanced permissions

Organisations using Contract Management can now set permission controls on each contract, allowing you to restrict access on certain contracts (as opposed to all contracts or no contracts) in order to lock down sensitive information or sensitive contracts. Choose which users or teams have access and assign who can view or edit, providing peace of mind over who may be seeing any confidential information. You can do this upon contract creation, or by editing an existing contract.

Editing permissions upon contract creation

Editing permissions on an existing contract

Assign your contracts to projects for better management of your contract repository

Linking a contract to the relevant project will now bring you filtering and sorting of your Contracts List View by project. You can link contracts to projects upon contract creation or by editing an existing one. 

As a bonus, by linking a project to a contract, you can reduce time setting up contract-specific permissions by pre-filling this access information from the project setup. 

Pre-filling permissions from a linked project during contract creation

Once linked, you will find that the project is hyperlinked in the Contract Summary allowing you to click directly through to the project for easy navigation.  

Linked projects display as a clickable hyperlink

In the Contract List View, add a column to the table so that you can easily see what contracts are related to what projects. You can also filter and search on contracts to view all of those related to a particular project.  

Add a column to search/filter on contracts related to a project 

If you're not subscribed to our Contract Management module and would like to know more, reach out to the Felix team here.

Easily keep track of vendor statuses with colour-coded labelling

New colour-coded labelling in Procurement Schedule allows you to easily see vendor statuses. You can now see if a vendor is approved, invited or suspended simply by looking at the colour of the vendor label.  

The new look of our vendor status labels

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