Name | Priority | Status |
CRM: New contact email not saved correctly after unlinking previous email | Medium | Ready for Development |
Organizers: page doesn't display changes until reloaded | Low | Ready for Development |
Organizers: "Firm docs shared with client" folder is missing from the document selection panel on web portal | Medium | Ready for Development |
Organizers: Repeated sections: "Review section" button has no effect on repeated section copies | Medium | In QA |
Documents: Bulk Delete: Deleted documents do not disappear immediately — list only updates after manual page refresh | Medium | In Development |
eSignature: KBA: Fillable PDF fields appear blank in portal viewer after final KBA signer completes signing | 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: 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 |
Payments: Invoice: Bank tab remains visible and selectable in Client Mobile App when Bank debit option is disabled in firm payment settings | High | In QA |
Fixed Bugs This Week
Validation errors block editing on fillable PDFs in Document Viewer | Medium | Fixed |
Workflow: Pipeline templates not cloned after clicking Get free on Marketplace (again) | Medium | Fixed |
CRM: Accounts Search: Newly created client accounts on EU cluster not returned in search results | High | Fixed |
Wiki Pages: Auto-save Loop: Old wiki pages with embedded shareable links auto-refresh every 4-6 seconds during editing, preventing all work | Medium | Fixed |
Inbox+: Client Chats: Inbox+ notifications not delivered for client messages despite following and being assigned | High | Fixed |