Due Diligence
- Added ability to manage multiple due diligence templates
- Add, remove, edit document requirements
- Include in-app custom forms with each template
- Assign templates during “invite account” process
- Support for indirect CRBs, including hemp, CBD, and ancillary cannabis businesses
- MJ plant touching vs non plant touching templates
- Indicate if a template will be used for direct MJ plant touching accounts or indirect non plant touching accounts
- Onboarding flow for indirect CRBs
- MJ plant touching vs non plant touching templates
Questionnaires
- Create, manage, and distribute custom questionnaires (forms) to assigned CRBs
- Drag-and-drop form builder + preview mode
- Distribute via ad-hoc or recurring frequency
- CRB is notified via email + in-app notification and given a Questionnaire Inbox to see open and completed questionnaires
- New Questionnaire page for FI to track distribution, completion, and results of questionnaires
- View and manage questionnaires for an active account
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New Questionnaires tab on the individual (active) account page listing questionnaires that have been distributed as well as those that are scheduled to be distributed in the future
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Includes questionnaire status + results
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- Ability to manage an account’s questionnaire recurring distribution/configuration, as well as distribute one-time questionnaires immediately or scheduled for the future
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POS Data
- Changed data fetcher frequency and concurrency to increase performance and reliability
Reporting
- Migrated Sales Activity report to new reporting database to increase performance and reliability
Bug Fixes
- Update FI Dashboard filter to correctly handle instances where all orgs exist in a parent/child relationship
- Fix for custom forms with file upload fields sending multiple notifications
- Fix for CRB -> Company Profile -> Additional Information section not auto-saving