CRB Inbox:
We've streamlined the CRB Inbox to include all request types, so your CRBs will always know where to find important tasks. This feature will help them find and complete work quicker.
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Inbox: The CRB Inbox will include the following:
- Questionnaires
- Tasks (Manually Created by you)
- Comment Mentions (these will be placed in the Inbox for informational purposes only and so they can find them if the notification goes away)
- Comment Replies (these will be placed in the Inbox for informational purposes only and so they can find them if the notification goes away)
- Assigned Comments (NEW Task Type - see below)
- Document Requests
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New Task Type 🆕: Create "external" comment tasks for your CRBs directly from the comment widget, complete with assignees and due dates, to officially track assigned comments. These are similar to the internal assigned comments you can create for your colleagues, but now create them externally for your CRBs.
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External Task Table: Document requests and assigned comments now appear in your Tasks > External table for easier tracking.
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Email Deep Links: Access tasks directly from related emails with new deep links—no more searching required.
Notification Settings:
- Added notification toggle (email/in-app) for the new "CC" email on comments that goes to RMs if set, and all admins if the RM is not set. This should help clean up notifications if you do not need to be aware of all comments on an account. Go to your settings to access this toggle.
Bug Fixes:
- Accounts > Internal tab: For shared MUOs, users were sometimes getting an error when attempting to update primary account numbers.
- Accounts > Documents: There was an issue uploading documents to "parent" accounts, which has been fixed.
Integrations:
- Cova - Product data fetchers were cut over to the new Cova DataPlatform API Endpoints, moving off of the soon-to-be-deprecated endpoints