Release Notes - 07/24/2025

Update Styling and filter updates for the main DRM Transactions page
- New condensed view! You’ll now be able to see more information on one screen with the new layout
- New filters, just like we’ve added for invoice headers and invoice lines (enables multi select, filtering for blank values, choose which filters you see)
- Sticky filters! As you scroll down the page, the filters stay at the top, making it easy for you to adjust your filters as you look for specific transactions
- Updated icons for creating/uploads/downloads to be consistent with other parts of Vividly like Promotions
- New icon for showing backup files
Added a “View Only” chip to make it obvious to users who do not have edit access to DRM
Update to drop downs to clean up the lists and only pre-fill to the first 20 values to increase performance.

We have added the ability to input Compliance as part of the Predictive Lift features. This new field will enable you get a better predictied lift if less than 100% of your customers are in compliance. Please reach out to your CSM if you are interested in Predictive Lift and/or the new compliance capability.
New Feature: Redemption Rate.
- This was created for promotion types (Coupons, Rebates, BOGOs, etc) where you'll have lift due to the promotion, but trade spend is based on the overall % of users who claim the promotion.
- Currently, you must make adjustments to your Lift or Forecast to account for a promotion’s expected redemption rate.
- Now you can plan realistically without changing the promotion's volume assumption
- Contact your CSM if you would like to turn this feature on for your promotions.

Performance improvements through a new Budgeting caching refresh System:
- Frequently visited filter selections and views will now be cached! This means that once the data is loaded in those views, it will load instantaneously once you return.
- You can now navigate away from the page and the data will still continue to process in the background, no need to stay on the page to ensure it completely loads.
- A new “Refresh” button provides you with flexibility to process any new data on demand.
Budgeting Filter Optimizations
- ~30% performance improvements for Customer & Product Group filtering.

Forecast Filter Optimizations now provide a ~50% faster load for Customer & Product filtering, resulting in the same benefits when processing manual overrides, and other forecast edits.

Fixed dates sometimes being displayed as days since 1/1/1900 for Excel and CSV file previews.
Fixed Excel and CSV file previews not showing the horizontal scroll bar.
Fixed an issue where clicking on a table before the data has loaded would result in errors.

Fixed a rare issue where newly generated PDF contracts would not persist without a page refresh
Fixed an issue where promotion last modified dates were not updating when users changed status in the Approval interface.
Fixed an issue where promotions with $0 Total Expected Spend were preventing bulk submission in the Submission interface.

DRM dashboard latency issue fixes to resolve issues with the deductions dashboard, the detail, and summary reports.