Release Details
Type | Category | Description |
|---|---|---|
New | Custodian IQ | Hold Managers can now complete a questionnaire on behalf of a custodian who is unavailable, unresponsive, or has left the company, with a mandatory reason and full audit provenance so on-behalf responses are always distinguishable from custodian-authored responses. |
Update | Reports | Users can now create up to five independent subscriptions for the same report, each with its own filters, recipients, format, and schedule. |
Update | Reports | Report subscriptions now support up to 10 manually entered email recipients, with validation preventing the schedule from being saved when the limit is exceeded. |
Fix | Custodian IQ | Fixed an issue where pasting a list of values into filters on the Custodian IQ main page did not work. |
Fix | Custodian IQ | The Custodian IQ grid now adjusts to the page height. |
Fix | UI | Fixed the Confirm Communication Status pop-up not resizing properly by height. |
Fix | Labels and Notes | Custodian labels now display consistently between the Hold Management grid, Custodian grid, and Custodian IQ grid. |
Fix | Notifications | Fixed an issue in the Message Template editor where selecting bullets produced a combined bulleted and numbered list. |
Fix | Notifications | Hyphenated words no longer break across lines at the hyphen in email template previews and rendered emails. |