February 4th, 2024 - New Features & Fixes

The release addresses bugs, enhancing contacts and resolving payment method issues. It streamlines Single Sign-On preparation and upgrades to the latest Angular/Node versions for improved functionality.

Bug Fixes:

  1. Resolved issue of insurance agents not appearing as contacts.
  2. Enhanced "add vendor/tenant" process, reducing screens and improving overall user experience.
  3. Rectified problems in vendor contacts page related to account usage reporting for basic accounts.
  4. Fixed access issues for full-service clients to inbox configuration pages.
  5. Addressed a bug where payment methods were not displaying after switching tiers.
  6. Refined specifications for the payment page.
  7. Corrected unit price discrepancies on payment pages.
  8. Fixed settings/labels page specifications.
  9. Ensured organizational changes reflect accurately in billing after updates.
  10. Fixed intermittent absence of Gainsight help button.
  11. Rectified vendor information not populating, especially for new vendors.
  12. Addressed filtering issues on the activity page.
  13. Fixed a bug where policy names were not visible in the view request category.
  14. Resolved issues with the document review modal.
  15. Excluded internal users from 'assign to' drop-downs for self-service clients.
  16. Enabled the association of general workflow emails with any record after the fact.

Miscellaneous:

  1. Streamlined authorization flow in preparation for Single Sign-On (SSO) deployments.
  2. Added a 404 page where needed.
  3. Upgraded to the most recent version of Angular/Node.