CV Renew 365 Release Notes

V1.0.0.0 (Current Version)

• KPI dashboard with Current Month Renewals, Total Overdue Amount, and Last 30 Days Renewal Count
• Graphical dashboard displaying Upcoming 6 Months Renewal Forecast
• Upcoming and Overdue Renewals in a dedicated listing with options to Renew or Cancel subscriptions
• Subscription management with the ability to add, update, and maintain subscriptions
• Preview complete renewal history for each subscription
• Search Renew 365 records based on Client Name, Service Type, and Status
• Support multiple Email Templates with the ability to configure a default template
• Customized Email Templates
• Configure multiple renewal reminders with manual email sending through Excel import and review reminder history
• Customized General Settings including Show/Hide Fields, Required Fields, Header Title, Tabs Taxonomy, Version, and Tenant Name configuration
• Added a custom Approver Group instead of the default Site Owners group
• Configure Metadata settings including Default Currency management
• Developed Power Automate flows to send automated renewal reminder emails before the renewal date, on the renewal date, and after the renewal date
• Implemented email validation in reminder flows to ensure notifications are sent only to valid email addresses
• Displayed failed email delivery status for invalid email addresses in the application’s Reminder History section for tracking and monitoring