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.
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"