Release Update - September 2022

NEW

Sync button added to Lifetime Income tab

• Manual account balances that were updated on the My Money tab were not updating in a timely manner on the Lifetime Income tab. Now, a background refresh on accounts take place every 5 minutes and we have added a sync button to the lifetime income tab for immediate updates.

Click Through Rate stats added to Email Campaign results

• Once an email campaign has run, you will now be able to see Click Through Rate statistics on the campaign results page. To access this, click on any completed email campaign. 
  
  
• A drop-down menu has been added to see more detail and specific users in each category. This menu is available in the upper right corner of the campaign results page. These sections can be downloaded as a CSV. 

IMPROVED

QRM Admins able to preview and test Platform Emails

• QRM Admins are now able to preview and send tests of Platform emails on the Email Templates tab. Platform emails are those that are triggered by actions taken on the platform. 

FIXED

Assessment triggers not saving 

• We noticed that when creating a new assessment, the triggers to 'Create a To-Do' were not saving. This did not affect previously saved triggers. This issue has been resolved. 

Admins not able to edit custom email templates

• A bug was introduced when updating admin permissions on platform emails that prevented them from editing custom email templates. This issue has been resolved. 

ANNOUNCEMENTS

• All organizations are now using the updated User Interface. All new orgs will use the new UI by default.