Marketplace Visibility
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Added a Marketplace tab to settings so admins can add and edit offers, and confidently control which offers appear to CRBs in the Green Check Marketplace.
- View a full guide here.
Questionnaires
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Export PDF for Completed Questionnaires. From the Questionnaire Results page (via Tasks or Accounts), export a clean PDF once the questionnaire is Completed. The button shows progress and prevents double-clicks; it’s disabled until submitted.
FinCEN Reporting & SAR Workflow
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Clone a report (SAR/CTR): create a new draft from an existing filing.
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Org selector in the clone modal lets you copy a SAR to a different CRB when needed (defaults to the current org).
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Delete FinCEN export records from the FinCEN tables to clean up mistaken exports.
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Exports with an acknowledgement file cannot be deleted; a confirmation modal is shown.
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More context: Filing Name now displays in FinCEN tables (SAR & CTR), below the dispensary name and above the period.
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Better reporting dates:
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SAR Summary now includes Activity From/To, Monitoring From/To, and Filed On.
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CTR Summary includes Filed On.
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SAR XML & Filing Quality
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Subject phone numbers are included in the SAR XML and normalized (non-numeric characters stripped).
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Foreign numbers & ZIP codes:
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Phone supports up to 16 numeric characters (country code + area + number).
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Non-U.S. ZIPs supported up to 9 characters (no punctuation/spaces).
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Aligns with FinCEN XML guidance to reduce rejection risk.
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Bug Fixes
Integrations:
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Flowhub
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Date-range parsing honors local dates at the boundary (prevents off-by-one-day issues).
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Fixed grams unit mapping so sales with
unitOfWeight = "Grams"register correctly (no more nulls).
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Sweed
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Corrected purchase limit exception logic and product-type mismatches (e.g., flower vs. oil), preventing unexpected limit flags.
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Other Bug Fixes:
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Questionnaire Settings (FI): fixed an issue where Save on a questionnaire's settings page didn’t trigger on questionnaires created “from scratch.”
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Additional UI, validation, and reliability improvements across FinCEN tables and exports.
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Email deep-links from FI requests (edit profile, upload docs, etc.) now route CRBs correctly based on completion state—avoids sending them back into onboarding after they’ve finished.
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RM bug for existing CRB accounts: the Relationship Manager (RM) is preserved properly after approval when inviting a CRB that is already connected to another service provider.