Release v1.26.02- v1.26.15

this article highlights new features , important fixes , and improvements made across januscrm , the employee app , and related client tools 🔧 bug fixes ✅ leads and users now tracked properly after appointments ticket js 2080 improved reliability in identifying leads and users when appointments are completed ✅ accurate timestamping for lead assignments ticket js 2120 the last assigned at timestamp is now updated only for non advisor assignments, ensuring better lead tracking ✅ lead source filter now validates correctly ticket js 2092 users can now download reports using the updated multi source filter logic in the leads dashboard ✅ payroll filtering stability across users ticket js 2070 resolved filtering issues in the global client search when locating clients without payroll records for the week users can now search for any client with an active payroll customer profile using the global search bar ✅ inactivity payroll handling ticket js 2004 clients in “ pending approval ” status can now approve or reject payroll records with inactivity assessed document submission requirements will no longer block approvals ✅📂 direct deposit form updates tickets js 2073 the state field now defaults to the employee’s state or ‘fl’ and only accepts valid two letter u s state codes the dropdown for selecting states was redesigned for easier use and accuracy the state field now initializes as blank to reduce the risk of submitting incorrect values 🌟 new features 📩 payroll email reminder for paystub distribution ticket js 1995 payroll finalized emails now include a reminder to distribute paystubs when net checks are present 📝 enrollment questionnaire logging & restrictions tickets js 2028, js 2030 activity logs now capture detailed field level changes when the enrollment questionnaire is updated admins can no longer modify the questionnaire after the client’s first check date has passed any updates must be made directly in the payroll customer profile 🧾 expense reimbursement workflow ticket js 1991 introduced a full multi step form for expense reimbursement, including expense entry, preview, digital signature, and waiver supports mileage and cash advances with live total calculations automatically generates branded pdfs and sends notifications to lead contacts a success modal now appears with the option to process additional forms form can be sent directly from the lead card 📊 deductions recap report for client payment approval ticket js 1866 a new “deductions recap” tab is available during the pending approval workflow this report is only used in that specific workflow and is not attached elsewhere 🔍 workflow tracker visibility ticket js 1793 workflow forms in the enrollments tab of the lead card now show who sent them and when logs are generated when documents, letters, or notifications are sent through the system ✨ improvements 📋 clearer activity logs for questionnaire updates tickets js 2028, js 2030 activity logs now display changes in a clean, formatted list to improve readability and auditing these updates are now live in januscrm questions? please reach out to the product team or it help desk for additional guidance