Comprehensive Updates to Forms, Profiles, and Notifications

1. Release Notes Feature

A new Release Notes section has been added within the application sidebar menu. Users can now easily wiew the latest updates, improvements and bug fixes all in one place.

• Each release includes:
  a. Title
  b. Description
  c. Version 
• Business Owners/Admin will receive email notifications whenever a new update is published
• Helps users stay informed about new features and changes without needing external communication

2. Requested Forms Enhancements

• Introduced a new Actions column in the Requested Forms table.
• Users can now:
  a. Edit Request – Modify an existing form request
  b. Send Reminder – Notify clients to complete pending forms
  c. Cancel Request – Cancel a form request when no longer needed
• Added a Job Link column:
  a. Automatically links to the job created after form submission
  b. Allows quick navigation to related Job

3.Client Invite Update

• The Client Onboarding Form is now marked as optional during the invite process.Users have the flexibility to:
  a. Send invites without forcing onboarding 
• Simplifies and streamlines the client invitation workflow

4. Improved Client Search

• Enhanced search functionality to support phone number-based searches
• Search now works across different formats, including:
  a. With or without country codes
  b. With prefixes like “+” or leading zeros
• Reduces search errors and improves usability

5. Profile Data Synchronization

• Improved how user data is managed across related profiles
• When key details are updated in related records (e.g., directors, partners):
  a. Date of Birth, Address, and TFN are now automatically synced
• Ensures data consistency and accuracy across the platform

6. Address Handling Improvements

• Address input has been enhanced for better structure and usability
• Full addresses are now automatically broken down into:
  a. Street Address
  b. Town/City
  c. State/Region
  d. Postal Code
  e. Country
• State names are displayed in short format (e.g., VIC instead of Victoria)

7. Forms Widget

• A new Forms Widget has been added to the client dashboard
• Displays requested forms in a clear table format
• Includes important details such as:
  a. Form name
  b. Requested by
  c. Current status (Pending, Expired, Completed, Cancelled)
  d. Date of request
• Helps users easily track and manage their form requests in one place

8. Notification Enhancements

• Requested forms are now included in the dashboard notification carousel
• Each notification provides:
  a. Form name
• Includes a “Fill Form” button for quick action
• Ensures users don’t miss important pending requests

9. Email Template Feature

• Introduced a new Email Template feature in Settings
• Users can create and manage reusable templates with:
  a. Email subject
  b. Email body
• While requesting Ethical Clearance:
  a. Users can select a template by subject
  b.Subject and body fields are auto-filled instantly
• Saves time, reduces manual effort, and ensures consistent communication