May 24, 2024 Release Notes

Accounts:

  • De-Dupe CRBs: If you invite a CRB org that already has an existing account on Green Check (and is not already connected to your FI through another location), we will allow the CRB to either choose to create a new org or choose from an existing org when applying to your FI.
    • This will reduce confusion for the CRB and allow them to apply using existing documents and business information.
    • CRBs that meet this criteria will show in a new "pending" state within the Invited tab until they make a choice as to how to proceed with the org creation process.
    • Read more about the de-dupe org feature here.

Tasks & Assignments:

  • Task Ownership toggles (Users > Ownership tab) now shows who last updated the toggle and when.

FinCEN:

  • Added support for subjects with Canadian addresses.

Bug Fixes:

  • Monitoring Review filter: Fixed an issue within the account filter that caused the selected locations to not populate within the historic sales area for that time period.
  • Monitoring Review License Status: Fixed an issue where licenses that were linked to CRB Monitor were appearing as "Unmatched".
  • Settings: Made a fix that disables edit functionality for the Insights tab within Settings for standard users (only Admins/AOs have access to 'edit' these thresholds moving forward).
  • Flowhub - Fixed a gram calculation issue where edibles had both a THC percentage and a thc mg value.
  • All Integrations - Fixed an issue where unsuccessfully integrating would lock out the ability to manually upload sales.