New Features:
Exclude Non-Managed Accounts from Fact Find - (Phase 1 release)
The Digital Fact Find now excludes accounts marked as Under Management = No from the Current Position section, ensuring only managed accounts are displayed. Previously, all accounts were shown regardless of their management status.
Enable Independent Survey Distribution to Primary and Secondary Members - (Phase 2 release)
Enhanced survey distribution functionality now ensures that when both primary and secondary members are selected, the survey is sent independently to each member. Previously, the survey was only sent to the Primary contact of the Client Group.
Enable Inline Editing and Color-Coded Status Display in Checklist Items Sub-grid - (Phase 2 release)
Checklist item management has been enhanced with inline editing capabilities and color-coded status indicators, making it easier to update and quickly identify item statuses. Previously, status values were displayed in a single monochrome format.