UI / UX Improvements
- Added nested hierarchy to account drop downs to visually show parent/child relationships
- Added box-shadow styles to modals and dropdown menus to better show depth and boundaries of each component
- Added a “Download” button to the View File drawer, making it easier to export documents without having to view them first
Business License Verification
- Display license type in the license matching portal, making it easier to link records for businesses with multiple licenses
- New license report on the Reports page to export license data
Sales Data
- Brytemap performance improvements
- Stagger sales integration timing to increase scalability
- Improvements to Sage Intact location logic for integrations with multiple locations / business units
- Add support and logic for handling dates containing year in 2 digit format
Data Page (NEW!)
- Added a new page to provide visibility into the data being reported through Green Check
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- Data Summary: the summary table and Import button that previously appeared on the “Data” tab of the Monitoring page have been moved to the Data page
- Imports: displays the core transaction files that are transmitted to Green Check, as well as the results of each import
- Unmatched Transactions (coming soon): displays a list of transactions which have been transmitted to Green Check but are “unmatched” due to a missing account number, transaction code, or both
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Questionnaires
- New notification type for when questionnaires are completed
- Added the ability to edit recurring frequency and time to respond for existing Questionnaires