April 14th, 2023 Release Notes

Tasks/Assignments

  • Create and track manual "tasks" within Green Check! Learn more about tasks here.
    • Create manual tasks and assign to individuals or groups.
    • Give the task descriptions, due dates, and associate accounts easily.
    • Track who completed the task and when.

Comments

  • Comments left by CRBs are now 'external' by default (instead of 'internal'), so you are more likely to see those comments and they do not get lost.
  • Modified the 'internal/external' UX within the comments widget to make it clearer that you are making an external comment that can be seen by your CRBs.

Comment Button Group

CRB Onboarding (POS Field)

  • Standardized the "POS/Invoice Tracking System" field in within onboarding so it is a dropdown selector instead of a free form text entry, leading to more consistent data. 

Bug fixes

  • Fix for Account Summary (by Due Diligence Template) Report sometimes not loading the template dropdown
  • Accounts > Questionnaire table incorrectly showing "last updated date" instead of "completion date"