UI / UX Improvements
- Redesigned page headers to make it easier to interact with page elements (breadcrumb links, filters, actions, search, etc.)
Accounts
- Ability to switch an account’s Due Diligence Template with support for migrating and mapping existing documents
Sales Data
- Fix for Leaf Logix infinite customer loop to prevent integrations from failing when customer id cannot be found
- Email and in-app notifications to CRB users with failing POS integrations
Performance
- Better utilize central Data Store to stop reloading data for each page change
- Automatically trim leading or trailing spaces in account number field
Bug Fixes
- Fixed edge case related to custom forms with file upload fields and conditional logic
- Fixed timezone issue in Monitoring Review -> Export Sales Activity report
- Fixed issue preventing some deposit records from being reconciled