We’re excited to introduce a set of enhancements designed to make entity management on DiligenceVault more streamlined, flexible, and user-centric. From a modernized Custom Fields grid to a redesigned Entity Profile Page with intuitive tab-based navigation, these updates offer greater clarity, customization, and control across workflows.
Entity Profile Page: Now Smarter, Simpler, and More Tailored
The Entity Profile Page has undergone a significant transformation, now featuring a tab-based layout designed to declutter the interface and improve the way users navigate and interact with entity-related data.
- Expand to view list : Now you can click on the expand button to view the list of associated contacts, strategies, products, and vehicles in the profile summary tab.
- Hover for Email : Hover over the email ID to copy the email of the contact. Also, click on the name to go to the contact.
- HQ Address : Click on +Add to add the address of the firm or click on the pencil icon to update the address.
- Dedicated Tabs for Focused Interaction:
With tabs like Quick View, Notes, Meetings, Tasks, and Workflows, users can zero in on the specific activity or data relevant to their role—without unnecessary distractions. This is especially useful in firms where teams (e.g., Finance vs. Management) track different data points for the same entity.
- Quick View Customization:
Users can now rearrange fields in the Quick View panel to match their specific priorities. Whether you prefer a cleaner view or need key fields front and center, Quick View puts the control in your hands. Edit the default view or Create a new one by clicking the “+ New View” button.- Organize Fields into Sections : For a more structured layout, you can now group related fields into sections. This helps declutter the view and improves readability. Here’s how to add sections:
- Click on “+ New View”.
- Then click “Add Sections”.
- Enter a section name and press Enter to add more.
- Once done, click “Save”.
- Organize Fields into Sections : For a more structured layout, you can now group related fields into sections. This helps declutter the view and improves readability. Here’s how to add sections:
You can now select a section and click on fields from the right panel to add them. Fields will appear in the order you select them—but don’t worry, you can always reorder fields later within each section.
Note: Fields not added to any section will not appear in the view.
- View Permissions & Access : Quick View customization is available to all users, regardless of user role or subscription tier.
- Admins and Owners can create both personal and firm-level views.
- Other users can create personal views only.
- Users can only edit or delete views they’ve personally created.
- Download : Click on the print button to print or save the current view as pdf.
- More Actions : Click on the 3 dots to edit the firm data or mark it as inactive.
- Create New : Adding new internal DDQ, Profile, Notes, Meetings, Tasks, or starting a workflow have all been moved to the Create New dropdown.
- Profiles : All the internal profiles of the firms can be found in the profiles dropdown.
- Request Blaze Profile :
Send a one click request to the manager to enable Blaze profile for this entity to get access to standardized AUM and Performance Data.
- Search Within Tabs:
Each tab includes its own search functionality, allowing users to quickly locate and focus on exactly what they need using keywords.
- Timeline : The new Timeline tab offers a comprehensive view of all activities related to an entity, including associated projects. It provides a clear history to help you monitor and manage due diligence workflows more effectively.
- Full Activity History : Access a chronological log of all actions tied to the entity, including project updates and interactions.
- Filter by Activity Type : Use the Activity Type column to focus on specific types of actions, like project activity, notes, tasks, etc
- Filter by Status and Date : Narrow your view by Activity Status (e.g., started, completed or in progress, etc) or filter by a specific date range.
This tab makes it easier to track changes and maintain a clear audit trail—all in one place.
- Notes: Access and manage all your notes in one place using the Notes tab. Click on the tab to view a chronological history of all the notes added for the current entity. To add a new note, simply click the plus (+) sign, allowing you to capture important updates, context, or observations as they happen. This centralized note-taking capability ensures that everyone on the team stays aligned and has easy access to relevant information over time.
- Meetings: The Meetings tab allows you to keep a detailed history of all discussions and touchpoints for a given entity. By clicking on this tab, you can review a log of past meetings, with the most recently added or updated meetings appearing at the top of the list. To add a new meeting, click the plus (+) sign and input the relevant details. This feature provides visibility into your engagement history and helps maintain continuity across client or team interactions.
- Tasks: Manage your action items effortlessly through the Tasks tab. Clicking on the tab brings up a list of all tasks associated with the entity, sorted so that the one closest to its due date appears first. You can add a new task at any time by clicking the plus (+) sign, and once a task is completed, mark it off using the checkbox. Additionally, a filter is available to toggle between open and completed tasks, giving you better control over your workflow and ensuring nothing slips through the cracks.
- Workflows : The Workflows tab presents a clear overview of all structured processes initiated for an entity. It shows a full history of workflows, with the one closest to its due date listed at the top, helping you stay focused on what's most urgent. To start a new workflow, click the plus (+) sign and follow the setup process. This functionality supports process consistency, transparency, and accountability across your team’s operations.
- Default Landing Tab Option:
Prefer to start your workflow in the Meetings or Tasks tab instead of Quick View? No problem. You can now set your preferred default tab via My Settings > My Preferences.
Custom Fields: Smarter Display, Simplified Configuration
Custom Fields are now displayed in a grid format, making it easier than ever to review and manage key data points. This layout brings improved visibility, with clear access to important attributes and effortless filtering by name, type, and more.
Key Improvements:
- Grid View Enhancements: Users can view up to 10 custom fields—spanning ADV, Question, and Rating types—in the grid. Fields marked with "Display in Grid and Filter" will be visible directly in the entity grid and usable as filters. Fields not toggled for display will be excluded from both grid and filter options.
- Visibility Controls: The Custom Field creation flow now includes two new toggles:
- "Display in Grid and Filter" – Enables inclusion in the entity grid and filters.
- "Display in Entity Creation Form" – Determines visibility in the entity creation modal.
Note: All mandatory custom fields will automatically appear in the entity creation form and cannot be hidden.
- Persistent Access Where It Matters: Regardless of toggle settings, all custom fields will:
- Appear in the Quick View section of the Entity Monitor Page.
- Be available as filters in the new request flow.
These updates reflect our ongoing commitment to delivering a user experience that adapts to how you work. Whether you’re refining your monitoring process with tailored Quick Views or benefiting from smarter grid interactions, the new enhancements empower you to work faster, with more precision and less friction.