5/27/2025 Release

5/27/2025 Release

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.

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