Release Date: August 4, 2024

Functionality

• A Support Ticket widget has been added to the V4 platform.
• Enabled automated emails when adding new users or resetting passwords for other users.
• Department Module user password change workflow has been updated.
• Implementation Process has gotten some updates and is ready to be used. New customers will be implemented directly onto the V4 platform.

Reports

• Added button to delete User Defined Reports.
• Fixed issues with editing and filtering User Defined Reports.

Exports

• Multiple issues related to exports have been resolved. If you are having trouble running your export(s), please reach out to support.balance@evertrue.com.

Miscellaneous

• Fixed issue with email address validation with atypical domains.
• Resolved defects related to spending rule exceptions.
• Fixed issue with the Fund Activity table when loading results after changing the column layout.
• Resolved defect when editing Fund notes.
• Updated search results function to resolve several minor issues.