UI/UX Improvements
- Standardized the format and layout of action buttons within all modals
Account Onboarding
- Prevent creating orgs with the exact same name as an existing account to ensure good data hygiene
Custom Forms
- Added the ability to clone individual fields or entire sections to make building custom forms with similar/repetitive fields more efficient.
CRB Provider Management
- New “Overview” tab when viewing a CRB’s financial service provider record. This overview tab centralizes key dates and actions related to the provider relationship, as well as serves as a home for all provider-related comments and communications.
Bug fixes
- Resolved issue affecting parent/child accounts in the report export modal
- Updated SAR Narrative max length from 5k to 20k characters
- Fixed a CTR issue related to conditional fields for entity vs individual subjects