April 25, 2025 Release Notes

Updates:

  •  Made websocket improvements across the app, ensuring users properly receive messages from the app regarding workflows (no more missing sales upload success messages)
  • Updated the integrations ingestion report on the Account page to display only the successful ingestion run if the first of two ingestions failed
  • Removed filtering mechanisms from the Growflow sales ingestor to include preorder sales
  • Made performance improvements on the Accounts page, creating efficiencies around how data is loaded and thereby improving load times

Bug Fixes:

  • Fixed an issue where certain fields from the CTR weren't being displayed properly when exporting to PDF
  • Fixed an issue where creating a 'Send Now' questionnaire displayed different due dates for the FI and CRB if they were in different time zones; now dates just reflect the FI's timezone. 
  • Fixed an issue with the BSA FinCEN export, where the XML was causing upload issues