Chassi 2.9.0
Summary:
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User Experience and Navigation: Improved Admin and Sidebar modules, pathways with multiple milestones scale properly and clients are easier to switch between.
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Search and Reporting: Enhanced Global Search to return exact record ID matches and updated error messages across Reports to be more client-friendly.
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System and Access Improvements: Implemented automatic live refreshes for Salesforce connections, and added a Help link to the login page for additional support.
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Module |
Description |
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Admin - User Settings |
Resolved an issue where uploaded images were lost after subsequent edits. |
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AAG - Pathway View |
Pathways with more than six milestones now automatically scale to fit the display area. |
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Global Search |
Improved search results to return exact matches for record IDs. |
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Sidebar Menu |
To improve navigation, the menu now displays the selected client and all accessible clients, making account switching easier and more efficient. |
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Reports |
Update error messages to be more client-friendly, displaying a standard message with support contact information. |
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System Connections - Salesforce |
Implemented automatic live refreshes for Salesforce, removing the need for manual updates. |
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Tenant Admin UI |
Updated roles so that any currently labeled "User" are now "Viewer". |
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Support - Login Page |
Added a Help link to the login page to provide additional support to users. |