Release Update - April 24, 2020

IMPROVED

Resource Creation Wizard

• An intuitive step-based form has been added to the creation of all resource types. QRM Admins now have the ability to upload a file as a resource (for example, PDF, MP4, etc.) at the second step of the creation process. If you have questions or if you’d like to schedule a training session on this updated resource creation process, please contact our support team.

Advisor capabilities

• Advisor roles in an organization using the Plans feature, now have view and edit access to that organization tab.

FIXED

• A bug in which administrators experienced intermittent issues when adding a new participant with the Manual user creation has been fixed. As a result, QRM users with a role within an organization now display on the users list.
• A bug in which sliders and input fields on Resources were not responsive has been identified and fixed.
• A bug allowing duplicate users to be created due to the manual participant creation process not removing capitalization has been corrected.

ANNOUNCEMENTS

Due to the global financial impact of COVID-19, we highly recommend proactive communication with your plans and participants. If Questis can be of assistance to you or your plans in relaying communication to your participants, please contact customer support as we are more than happy to help.