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Chassi 2.9.0

Summary:

  • User Experience and Navigation: Improved Admin and Sidebar modules, pathways with multiple milestones scale properly and clients are easier to switch between.

  • Search and Reporting: Enhanced Global Search to return exact record ID matches and updated error messages across Reports to be more client-friendly.

  • System and Access Improvements: Implemented automatic live refreshes for Salesforce connections, and added a Help link to the login page for additional support.  

 

Module

Description

Admin - User Settings

Resolved an issue where uploaded images were lost after subsequent edits.

AAG - Pathway View

Pathways with more than six milestones now automatically scale to fit the display area. 

Global Search

Improved search results to return exact matches for record IDs.

Sidebar Menu

To improve navigation, the menu now displays the selected client and all accessible clients, making account switching easier and more efficient.

Reports

Update error messages to be more client-friendly, displaying a standard message with support contact information.

System Connections - Salesforce

Implemented automatic live refreshes for Salesforce, removing the need for manual updates.

Tenant Admin UI 

Updated roles so that any currently labeled "User" are now "Viewer".

Support - Login Page

Added a Help link to the login page to provide additional support to users.