Enhancements

• Account Type and Account Title can now be manually edited on an Account's Overview page to change how they display in the Client Portal and other reporting.

Fixes

• Resolved a case where creating a contact via CRM Sync triggered an error message.
• Resolved alerts not sending SMS or email when enabled.
• The CRM link authorization tile now displays the user name currently connected for sync.
• Resolved an incorrect display of the Fee Billing % in the Billing Center for Account Overrides.
• Resolved a case where the Model Assignment screen displays the incorrect owner.
• Documents uploaded by Client Portal users can now be deleted immediately.