There has been a slight visual change and technical improvements made to the Accounts > Internal tab when setting up automated review schedules. The Account Numbers and Sales Locations dropdowns have been combined into one (which matches the pattern of the filter when viewing a Monitoring Review).
Bug Fixes:
Tasks > External table: Grouped questionnaires were sometimes showing no dates populated in the Last Reminder Sent On / Next Reminder Scheduled For date fields (even though the reminders were going out to CRBs). This has been fixed and will now populate in the user interface.
Monitoring Review Schedules: There was a bug preventing saving of automated review schedules for non-shared MUO reviews. This has been fixed, and we made some other improvements to the Monitoring Review schedule dropdowns (see above).
Integrations:
Released an update to sales aggregates for Manual Upload CRBs to display uploaded sales in the app immediately.
