Release Update - Q2 2023

NEW

  Welcome Workshop Link

• Users can now access the Questis Welcome Workshop video by simply clicking on New User? on the login page and then the Learn More link.

  Emails for Assigning Money Moves

• Added an option to trigger emails to send to users when mass assigning Money Moves and when assigning a Money Move to an individual user.

  Money Move User Query

• Added the ability to query users when mass assigning Money Moves.

  Adding Multiple Financial Advisors

• QRM Admins now have the ability to add multiple Financial Advisors to another organization within the hierarchy. These Financial Advisors will have an added role within the other organization and access to their users.

  New Email Templates

• Added 11 email templates for use. This now permits QRM Admins to select a layout and replace it with their desired content.

  Email Template Tag Options

• Optimized filtering and searching for emails by creating the ability to edit and remove email tags

IMPROVED

  Goal Report Header Fields

• Updated the Header Field selection for the Goals Report to show in alphabetical order. Furthermore, the “Organization” Header Field is now a data field and cannot be queried. 

  Assigning Duplicate Money Move

• Added a warning message in the event a QRM Admin or Financial Advisor unintentionally assigns a duplicated Money Move to a user.

  “Retake Assessment” Link Color

• Updated the link color for the “Retake Assessment” to Tertiary.

  Email Logo

• Updated the display for logos with a fixed height in emails to proportionate the width. 

  “Employer” Header Field

• The “Employer” Header Field was added to Custom Report, Goals Report, Life Events Report, Life Events user query, and Email Campaign user query.

  Applied Gradient Circle to Other Areas

• Updated the Total Wellness circle so that the gradient is applied consistently throughout.

  Workforce Report Focus Areas

• Updated the Workforce Report logic to automatically select, if none is selected, 4 Focus Areas most in need of improvement based on areas enabled.

  QRM Admin Access to Child Organizations

• Updated QRM Admin access so that by default, they now have access to all child organizations within the organization hierarchy.

  Meeting Notes Layout

• Ordered Meeting Notes’ Actions Taken, Topics, and Types into alphabetical order.  

  Reports’ Header Field Search

• Updated the Header Field search capability to clear after each selection.

  Uploading Images to Articles

• Updated the Articles configuration to allow QRM Admins to upload images.

  QRM User Completing Money Moves

• QRM users completing a Money Move now need to click Save for the complete to hold, otherwise it can be untoggled.

FIXED

  Internal Link and Lifetime Income

• When Lifetime Income was disabled, the option would still be available as an Internal Link when creating a Resource. This issue has been fixed.

  White Labels and Lifetime Income

• When updating the branding for Lifetime Income, it was not conveyed in Resources’ Internal Link. This issue has been fixed.

  Email Campaign Query

• Fixed an issue where when querying for Gender, no results were given.

  Completed Money Moves Not Showing

• Fixed a bug where a user’s completed Money Moves were hidden from QRM Admin and Financial Advisor’s view.

  MFA Redirect

• It was reported that when a Participant was required to set up MFA, they were caught in a loop. This issue has been fixed.

  Completed Money Moves

• Fixed a bug where QRM Admins and Financial Advisors could undo a completed Money Move of a user. 

  QRM User’s Access to Organization Hierarchy

• It was reported that QRM users in a parent organization could not expand the dropdown hierarchy option to access child organizations. This issue has been fixed.

  User Registration Fields Applied to QRM Users

• Fixed a bug where required User Registration fields were applicable to QRM users.

  Notes Report

• Fixed a bug where when a Notes Report was run and downloaded, a Content header column appeared with HTML.