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August 14, 2024 Release Notes

Agent Dashboard style improvements

Philip MacDonald avatar
Written by Philip MacDonald
Updated over 3 months ago

🎨 Usability


Prevent agents from revoking form permissions to assigned customers

If a customer has any forms assigned to them, we prevent agents from revoking their View or Edit permissions, so that agents don't accidentally prevent customers from filling out forms that are assigned to them.


Update Form bulk actions modal

Updates the modal that displays when an agent attempts to delete multiple forms to better communicate the consequences of the action.


Agent Dashboard style improvements

We made the following style improvements on the Agent Dashboard in order to make more space Work In Progress:

  • Move All Profiles / My Profiles filter inline with In Progress header

  • Condense height of Quick Actions and Forms, Signatures, and Invites tabs

  • Mobile: Collapse Quick Actions into a single button

  • Mobile: Display Forms, Signatures, and Invites as tabs rather than a dropdown


β€‹βœ”οΈ Fixed


Multi-suggest dropdowns don't work in Firefox

Fixes instances of multi-suggest dropdowns that weren't working in Firefox. For example on the Account > Licenses > Designations input.


Profile logos don't load

Some risk profile logos weren't displaying. We regenerated our media library so that any previously uploaded logos would display appropriately.


Error when importing a list of Commercial Risk Profiles

When attempting to import a list of Commercial Risk Profiles, agents would receive an error.

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