β¨ New
Reorder signature files
When preparing files for signature, agents can change the display order of the signature files.
Agent Completed Dashboard
Adds filters for completed work, incomplete work, and date range on the agent dashboard.
π¨ Usability
Save All Profiles / My Profiles preference separately on Agent Dashboard
Previously, an agent's user preference for the All Profiles / My Profiles filter would be saved and used across three pages: Agent Dashboard (Home), Commercial Risk Profiles, and Personal Risk Profiles. We updated the filter preference so that the Agent Dashboard is saved separately. The All Profiles / My Profiles filter preference will be stored twice:
Agent Dashboard
Commercial Risk Profiles & Personal Risk Profiles.
ββοΈ Fixed
Change notification style and text order when collaborator is unassigned
Fixes the style and text content of the notification that displays when a collaborator is unassigned from a risk profile.
Contacts risk data does not autofill correctly on repeater group questions
On forms that contain a repeating group where contacts can be autofilled from the profile's risk data, contact information was not autofilling correctly.
Mobile: can't collapse filters on activity log
When viewing the Activity Log on a mobile device, agents were unable to collapse the filters menu.