June 21st, 2022 Release

General Notice:

This update release occurred today on the morning of June 21st, 2022.

CRM

CRM Issue | Source Detail Management additions and updates do not persist

Fixed issue so that a new Source Detail is available when Managers add a new or edit an existing Source Detail through the CRM Manager Dashboard > Source Detail Management tool.

CRM Manager Dashboard > Source Detail Management Tool

CRM App Dashboard | Add Print Indicator to NOA pop up box

1. Added a checkbox labeled “Buyer Document Printed” and “CoBuyer Document Printed” to the Notice of Assessment (NOA) pop up in the Application Dashboard > NOA/RBP/Sum column > NOA pop up box. If the form is printed by the user, checking the box will add a date to the PDFforms table indicating the form has been printed and does not need to be printed by a forms vendor.

2. A mouse-over the NOA link shows the print date.

3. A note confirming the NOA was printed is listed in the System Notes.

CRM Application Dashboard > “Buyer Document Printed” and “CoBuyer Document Printed” Checkboxes

CRM Application Dashboard > Customer Profile > System Notes

Change Advisory Board Meeting (6/17/2022)