Release 2.9.0
Summary
User Experience and Navigation: Improved Admin and Sidebar modules, pathways with multiple milestones scale properly and clients are easier to switch between.
Search and Reporting: Enhanced Global Search to return exact record ID matches and updated error messages across Reports to be more client-friendly.
System and Access Improvements: Implemented automatic live refreshes for Salesforce connections, and added a Help link to the login page for additional support.
Module | Description |
|---|---|
Admin - User Settings | Resolved an issue where uploaded images were lost after subsequent edits. |
AAG - Pathway View | Pathways with more than six milestones now automatically scale to fit the display area. |
Global Search | Improved search results to return exact matches for record IDs. |
Sidebar Menu | To improve navigation, the menu now displays the selected client and all accessible clients, making account switching easier and more efficient. |
Reports | Update error messages to be more client-friendly, displaying a standard message with support contact information. |
System Connections - Salesforce | Implemented automatic live refreshes for Salesforce, removing the need for manual updates. |
Tenant Admin UI | Updated roles so that any currently labeled "User" are now "Viewer". |
Support - Login Page | Added a Help link to the login page to provide additional support to users. |
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