Fixed:

1. Project Status Improvements #1118: Resolved issues with project statuses and implemented new logic to check against them.

2. Form and Questionnaire Results Search #1048: Resolved issues with searching through completed form and questionnaire results.

3. Payroll List and Table Sorting #1129: Resolved issues when sorting by participants, gross pay, pay periods, and check dates on the payroll export system.

4. Loading Clients Breaking Browser #1029: Resolved issues where loading clients with large amounts of would crash the page.

5. Required Data on Task Completion #437: Resolved issues where completing tasks with required data would fail to complete.

6. Census/Participants Page Assignee Filtering #1411: Resolved an issue when filtering for companies by assignee on the participants page.

7. Sign In Issues for Client and Advisor Portals #1024: We resolved an issue where if a user was invited to a client portal and then invited to the collaborator portal, the user would be unable to log in.

Improvements:

1. Custom Automation Logging #1023: Added useful error logging when building custom automations using python.

New:

1. Added Company to PDF Questionnaire Exports #1144: When exporting a questionnaire as a PDF, the form will now show the company, name, and email address of the person completing the form.

2. Configuring Reminder Recipients #1388: Added functionality to configure what contacts will receive client task reminders. Learn more