CRM Release Notes – Nov 2024

November 2024 Releases – 11.11.2024

• Write-Off Automation – Simplify financial processes with automated bulk handling for write-offs.
• ACH Reject Automation – payment rejections effortlessly with automated processes that handle them in real time.
• IMAP Integration Enhancements for CBCAL – view and download your CBCAL monthly reports directly from the CRM dashboard.
• North MPA and Boarding Enhancements – workflows for boarding and MPA processes.
• User Deletion Notifications – sent directly to designated support email roles.
• CBCAL Monthly Report – to download detailed reports directly from the CRM front end.
• Fixes for faster page response times and optimized system performance for a smoother experience.
• Enhanced stability ensures uninterrupted operations, so you can focus on what matters most.