Release Notes
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      April 11, 2025 Release Notes

      Updates

      • Updated the sales file upload process to more clearly indicate upload progress
      • Implemented PDF Export for SARs
      • Added the ability to delete Due Diligence sections with dependent fields
      • Added the ability to assign a Relationship Manager when inviting a CRB
      • Made websocket improvements to ensure manual sales uploaders are notified when their upload finishes

      Bug Fixes

      • Fixed an issue with 'comment' email notifications, to more accurately route to the comment in the questionnaire

      Integrations Bug Fixes

      • Fixed an issue where fractional math was triggering infrequent unverified sales