Release Update - April 2, 2021

IMPROVED

Consolidated Organization Flags

• The former organization flags for ‘Internal’ and ‘Test’ organizations have been consolidated into a single ‘Exclude Org from Reports’ flag. This setting will withhold any organizational data from being included in the platform level reports.

Custom Dashboard Spanish Support

• Logic has been added to allow for the support of Spanish language characters within the custom dashboard message feature. 

Collapsed User Notes

• Email messages displayed within a user’s profile Notes will display collapsed by default. You can click to view the full email message.
  

QRM Branding

• Additional UI updates have been made to the QRM to apply the updated Questis branding. 

FIXED

Account Uploader Results Report

• A bug in which the number of newly added users was not accurately reported on the Results Report generated by uploading participant account data has been fixed.

REMOVED

Users Lists

• The platform and organization user lists have been slimmed down to reduce load time. Information columns for participants assigned Financial Advisor and whether they have completed the assessment have been removed. All of these participant data elements remain available within the organization Custom Report, as well as on participant user’s profiles.

User List Search

• Previously, a search would execute after 3 characters were entered in the search bar; that has been removed to avoid premature search. To execute a search the search button must be clicked. The ability to search by user role has also been removed here.