Added the ability to associate the Beneficial Ownership Questionnaire when creating a new Due Diligence template.
Added new 'Complete Application' task type for CRBs.
Made Questionnaires more mobile-friendly.
Adjusted the onboarding completion flow for CRBs, directing them to Questionnaires if there are open Questionnaires to finish.\
Added Questionnaire table to the Application approval flow for FIs.
Added functionality to the CRB Dashboard to make it clearer that there are open tasks to complete.
Made 'Notice Banners' more mobile-friendly.
Updated CTR creation to use dispensary nickname.
Added new category and gram data to the sale drawer.
Major improvements to PDFs.
Made all drawers mobile-friendly.
Bug Fixes
Fixed an issue where monitoring review schedules weren't showing up when a child was associated with a parent account. Previously, a page refresh was necessary for them to show up.
Fixed an issue where a child account's review schedule wasn't shared with the parent account.
Fixed issue where DOB wasn't saving correctly on FinCEN SAR.
Added error handling to prevent marijuana license upload failures.
Fixed an issue for CRBs manually uploading sales which was preventing the full upload modal from being on screen.
Fixed issues where certain CRBs were seeing the 'Browse Marketplace' button rather than their Sales Dashboard.
Fixed some unexpected behavior related to navigating back and forth between the task drawer and the questionnaire results page.
Fixed issue for CRBs where clicking to 'View Application' from the Inbox wasn't opening the application.
Fixed an issue for CRBs where the amount of 'remaining tasks' wasn't decrementing as tasks were completed.
Fixed an issue where adding a secondary branch to FinCEN submissions was blocking the submission of the file
Fixed a report issue where Beneficial Ownership questionnaires weren't displaying properly in the Questionnaire Report.
Fixed an issue related to CRBs not being returned when attempting to filter to them using the License Type account filter.
Fixed an issue where CRBs weren't presented with positive confirmation that they had finished the full onboarding/beneficial ownership flow.
Made adjustments to the FinCEN SAR form in the event that the identification type is 'Unknown'.
Fixed an issue where sales data files with more than 20,000 rows were failing upon upload.
Various UI improvements.
Integrations Updates
Meadow - Now marking sales as 'void' if the status is canceled.
Manual Upload - Default payment type to 'Unknown' if not supplied
Quickbooks - Began capturing the Invoice UUID in the event that users left this blank in Quickbooks
