Release Update - May 8, 2020

NEW

Email Opens Report

• QRM Administrators and Advisors now have access to an Email Opens Report within an organization’s Engagement Reports. This report details all emails sent from the platform within a specified timeframe, organized by email template name. QRM Users have the ability to dig into details on the emails sent, recipient, delivery status and overall open rate by email template.

Scheduling Configuration

• QRM Administrators now have access to configure an organization’s scheduling settings within App Config > Users > Scheduling

The Questis Scheduling option allows Advisor users to dynamically link their external calendar.

The Non-Questis Scheduling option allows QRM Administrators to key in a Custom Scheduling URL (external link).

Termination By Absence Warning Modal

• When processing an eligibility file that is configured to deactivate users who are missing from the file, QRM Administrators will now be presented with a warning message before the file is processed. This is intended to prevent accidental deactivations.

IMPROVED

Participant To-Do Refresh

• Logic has been added to remove any incomplete to-dos from a participant’s account when they retake the financial wellness assessment and are provided with a new set of to-dos based on their updated assessment responses. 

Participant Organization Reassignment

• Logic has been added to allow QRM Administrators to update the organization on a participant account without requiring the QRM user have a role in the participant’s organization.

FIXED

• A bug that prevented a credit card with 0% interest from being linked to a credit card debt reduction goal. 

• Messaging has been added to indicate that a linked financial account is required to create an auto loan debt reduction goal.