Persistent Filters:
- Filters you apply on any tab will remain active as you navigate through sections and click in and out of individual records.
- No more reapplying filters when switching between areas. If needed, you can reset the filters or refresh the page to start over.
- This update will save you time by keeping your filters in place, ensuring a smoother and more intuitive experience. We’re always working to make the app more efficient for you!
Daily Summaries:
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Moved to the Data area of the app (simply open the Data nav and click on Daily Summaries). This is to make room for the new Portfolio Management Dashboard—coming soon!
De-Dupe CRB Orgs:
- Background: When you invite a CRB that already has a Green Check account, they appear as "Pending" in the Invited table (grayed out). This status remains until the CRB decides whether to apply using their existing Green Check org or create a new one. Prior to this feature release, this process resulted in duplicate accounts, requiring the CRB to re-enter all details and re-upload documentation, which was time-consuming and frustrating for the CRB.
- To streamline this process, we’ve introduced a Resend Invitation button for pending orgs in the Invited table. By hovering over the button, you can view the email address the original invitation was sent to and resend the invite if needed. This gives you more control over the process and ensures the invitation is prominently placed at the top of the CRB user's inbox.
- We’ll continue to improve this feature to enhance the experience for both you and your CRBs.
Integrations:
- Dutchie - Made an update to account for payments in the manualPayments array