26.3.2 Minor Release Date: October 29, 2026

Assign one person to multiple studies

You can now add people to several studies in an organization at once, instead of one study at a time. You can associate studies with an existing affiliation (an organization or network) or create a new affiliation.

1. From the Directory, go to People and click Edit Person.

2. Scroll down to the Affiliations section. From here, you can add a new affiliation by clicking + Add Affiliation or you can work with an existing affiliation.

3. To assign multiple studies to this individual, click Add to Studies.

4. A list of available studies displays. Click the checkbox next to the study name to select that study.
   

   

5. You must provide a Role if not entered previously. Start and End dates are optional.

6. Click Save Study Assignments in the lower right.

7. A window shows the result for each study, including the reason an assignment could not be created (for example, the person is already assigned with that role). Each successful assignment appears in the Audit Trail.

Add comments to Accounts Receivable line items

A new Comments column on the Accounts Receivable page lets you record follow-up notes and context directly on individual AR line items. Each saved comment is kept with the item and cannot be edited or deleted, and comments stay with the receivable as the status and financial details change. Comments are included in AR exports and transaction reports available in Finance.

To add a comment:

1. Click the comment bubble on the far right.

2. In the popup, add a comment in the top field. You can view past comments in the fields below.

3. You can add an additional comment without exiting the popup by clicking Save Comment.

4. You can save your comment and exit the popup by clicking Save & Close.