FIs can now edit a CRB's information within the General, Operational, and Additional Info tabs. Visit these tabs within Accounts and you will see a new "edit" button. Accounts can be edited at any stage of the relationship, from Invited to Active.
CRBs must opt-in to allowing edits by connected service providers. This toggle is set to "on" by default but can be changed if the CRB does not want their information edited.
MUO/parent accounts cannot be edited at this time, but we will be adding this shortly.
New notification types added to user notification settings (⚙️) within the Accounts section: An account has changed their company information.
You will receive in-app and/or emails whenever a CRB has updated their General, Operational, or Additional Info (custom fields) tabs. These notifications will only be sent if the account is in Review in Progress or Active status.
Conversely, a CRB will also receive notifications when their company information has been updated by you or another team member at the FI.
New Permission:
A new permission has been added to support the Edit CRB Information feature called "Edit Dispensary Info". This permission can be added to the standard permission set to allow these groups to edit CRB information; otherwise the "edit" button is hidden from standard users.
Relationship Manager:
Added Relationship Manager field to Internal tab within Accounts. Select either an individual user or group to be a relationship manager. A relationship manager can be added at any stage within the CRB lifecycle (Invited, Awaiting Review, Review in Progress, and Active).
Added a column to each tab within the main Accounts view to reflect the chosen relationship manager.
Added a filter within the main Accounts view (on all tabs) to show accounts managed by specific users/groups.
Comments:
Added clearer language when posting an external comment that only users mentioned using the @ symbol will be explicitly notified, but the comment can be seen by anyone.
Bug Fixes:
Account Summary report: Fixed an issue upon account selection that exported the opposite selection.
CSS/styling fix applied to tables within slide-out drawers across the app. This bug was causing tables to bleed off the screen in certain scenarios.
POS Integration: Updated Cova email address for CRBs attempting to integrate their Green Check to Cova.
POS Integration: Fixed an issue where Quickbooks sign-ins weren't correctly connecting and pulling in sales data
Questionnaires: Some FI users reported not being able to download attachments within questionnaires.
