Name | Priority | Status |
Login event not displaying in Activity Feed when client logs in via password reset link | Medium | Ready for Development |
Send email automation doesn't adhere to the Email sending limit | Medium | Ready for Development |
Validation errors block editing on fillable PDFs in Document Viewer | Medium | Ready for Development |
Notifications. Owners receive email notifications for client uploads even when notification is disabled | Medium | Ready for Development |
Documents. Client uploads to subfolder of Client Uploaded Documents but root folder remains selected | Medium | Ready for Development |
Account tags: cannot access all of the tags assigned to the account when more than 1000 tags are added to the firm | Medium | In QA |
CRM: New contact email not saved correctly after unlinking previous email | Medium | Ready for Development |
Email template library: Name/Subject column sorting not working in “Copy from Library” | Low | In QA |
Workflow: Pipeline templates not cloned after clicking Get free on Marketplace (again) | Medium | Ready for Development |
Documents: slow save time when editing the document with highlights | Medium | In Development |
Documents. Document merge drops font objects from browser-generated PDFs, causing Acrobat rendering failure | Medium | In QA |
Documents: Clients can upload documents into View only folders | Medium | Ready for Development |
Team Member's name/Profile Picture are displayed instead of client's on the signature step | Medium | In QA |
Tax Return Delivery: Firm Member's signature is displayed as Pending in "Tax return signed and completed" email notification for Tax Return Delivery with KBA signatures | Medium | Ready for Development |
Organizers: page doesn't display changes until reloaded | Medium | Ready for Development |
Organizers: "Firm docs shared with client" folder is missing from the document selection panel on web portal | Medium | Ready for Development |
Push notification with screen redirect not executed from fully closed app | Medium | Ready for Development |
Client Mobile App: Documents: required approval on fillable PDF show 2 sets of buttons | Medium | Ready for Development |
Client Mobile App: Client requests: Text block shows HTML tags on formatted text in Client Mobile App | Medium | In QA |
Client Mobile App: Proposals & EL's: Payments is not updated | Medium | In QA |
Client Mobile App: Error report fails for clients with single-word name (no last name) | Low | Ready for Development |
Client Mobile App: Billing: broken 3ds redirect on invoice payment | Medium | Ready for Development |
Client Mobile App: Profile menu closes instantly, preventing users from logging out (iPad) | Medium | In QA |
Fixed Bugs This Week
Wrong access right (Manage Proposals) to work with time entries needed for an employee | Medium | Fixed |
Documents: Sorting docs by date of the upload does not work | Medium | Fixed |
Documents: the docs are cut off when printing from web | Medium | Fixed |