September 13, 2024 Release Notes

Tasks: 

  • New Task Type - Assigned Comments: Create "external" comment tasks for your CRBs directly from the comment widget, complete with assignees and due dates, to officially track assigned comments. These are similar to the internal assigned comments you can create for your colleagues, but now create them externally for your CRBs.

    • This new item, along with the full CRB Inbox feature, was mentioned in the last release notes, but we wanted to call it out again since it was such a requested item.

  • Tasks > External Tasks: Added "Completed By" fields to new external task types (Document Requests, Assigned Comment, Manual Tasks) so you can see the individual at the CRB who completed each task.

Monitoring:

  • Added Review Period column to the Monitoring > Completed tab to help you find completed reviews with ease.

Comments:

  • Updated pop-up modal that displays when posting an external comment (both on the FI and CRB sides of the app) to be clearer as to who will receive the comment. For instance, the CRB will now see that ALL comments left will go to either the relationship manager OR an admin, even if they don't mention a specific user.
  • Removed user ID from comment emails and within the app. This ID was listed after a mentioned user's name and sometimes distracted from the comment itself.

Bug Fixes: 

  • Comments: Fixed a bug where a user couldn't post an internal or external comment without a mention. 
  • Integrations: Fixed an issue where extra rows were being created in the Account Ingestion Report with 0 sales and $0. 

Integrations:

  • Dutchie - Add support for CanPay and Hypur payments
  • Dutchie Wholesale - Changes to bucket wholesale payments as "Unknown" payment type rather than "Cash"