Release Update - August 28, 2020

NEW 

Organization Notes

• A previously sunset Notes feature on Organizations has been re-enabled with added functionality. Here, QRM Users can upload files, log meetings, and record information. The same compliance functionality that tracks historic edits on user Notes is available here.

 

IMPROVED  

Custom Report

• Support has been added for the Vendor ID 1 and 2 fields on the Custom Report. The report also now supports the ability to display user data even for those user records with a blank email address.

 Email Opens Report

• The ability to select multiple organizations on the Email Opens Report has been added to view engagement data across your program.

 

Employment Status

• The participant Employment Status dropdown has been enhanced with additional statuses, which can be uploaded via eligibility or manually set on a participant’s profile from the QRM.

 

To-Do Accountability

• The check between setting a due date and enabling an accountability method on a to-do has been removed to simplify this process for participants. When setting accountability on a to-do, you are now able to select the accountability method immediately after selecting the due date.

 

MFA Visibility

• From the QRM, a participant's Security card now reflects their MFA method if that feature is enabled on their account.

 

 

 

FIXED 

Advisor Reassignment

• A bug in which participants were not immediately reassigned to a new advisor when their advisor’s account was deactivated or advisor role unassigned has been fixed.

IE & Edge Eligibility

• A bug in which eligibility files could not be uploaded when using Internet Explorer or Microsoft Edge has been fixed.