Version 9.7.0

Version 9.7.0

Release Date: 11/25/2025

Enhancements

  • Opportunity Dashboard cards now include historic data for clients with a Termination Date in the results.

Fixes

  • Resolved a case where adding SSN, Country of Citizenship, or State of Residence did not update the display after save.
  • Corrected various errors in the password reset email.

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