Release Note Summary 1.3.38

Release Note Summary

This release note update covers key features and changes released as of April 4, 2025.

What's New?

• Account:

  • Mailing address: The mailing address now has option to add salutations which are configurable.

  • Contact list: Options to choose no salutation, mailing salutation, or account salutation are added.

  • Services: Account services are now extended to non-client accounts, and family accounts.

  • Communications:

    • The content preferences layout now features a dynamic grid that adjusts based on selected items and available communications in the account, and it can also be exported.
    • Additionally, preferred method of contact and preferred time for calls have been added to this page above the grid.

What's Improved?

Concerns: Program and Division filters are added to concerns.
Applicants: Medical panel is added to applicant page.