UI / UX Improvements
- Replaced “switch to” table navigation with a more intuitive interactive tab experience
- Improved formatting of read-only date and select fields
Account Management
- Add multiple account numbers to each org in order to track all account activity related to each relationship.
- Support for multiple account types as well as configuring 1 account number as “primary”
- Account number(s) can be added during the account approval process, or after via the Internal tab
- Multiple account numbers can also be managed at the parent account level
- Account number filter added to Accounts -> Activity tab to filter transactions for accounts with multiple account numbers
- New timeline of “Key Account Dates” on the Accounts -> Activity tab
Monitoring
- Added support for automated monitoring review schedules
- Create and manage multiple review frequencies for each account (or parent).
- Reviews are automatically generated for the selected time periods including sales and transaction data from the associated account number(s)
- Support for multiple account numbers in Monitoring Reviews
Reporting
- Core Transactions and Account Summary reports now reflect multiple account numbers per org (if applicable)
Due Diligence
- Updated Questionnaire email copy to provide more context and a sense of urgency to assigned users
Public API
- Added new endpoint for fetching all documents for a single org
Bug Fixes
- Resolved issue related to searching by parent org name in the “generate report” modal