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CRM Release Updates

What's new

We’ve made a bunch of enhancements and improvements and some bug fixes that’ll hopefully save you some headaches. Enjoy the updates!

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.

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