Release v1.26.69 - v1.26.94

this article highlights recent updates made to januscrm and our internal tools — including improvements to employee applications, payroll workflows, reinstatement processes, proposal previews, and document automation 🔧 bug fixes ✅ oos accord documents not attaching to bind emails ticket js 2473 we resolved an issue where out of state accord documents were not being included in bind emails for applicable carriers these files now attach correctly when sending a client to bind with the oos enrollment requirement this update applies to peopaygo and compeo cornerstone clients already had this email attachment in place ✅ flagged record notifications not sending ticket js 2551 finalized flagged payroll records were sometimes missing notification emails the system now sends these correctly and consistently 🌟 new features 📋 required signed & active dates for preexisting employee uploads ticket js 2468 users uploading handwritten or scanned employee applications can now enter signed and active dates • both fields are required when the “ existing employee ” toggle is enabled • dates default to today but can be edited before submitting • employees with future start dates now appear in the pending interim queue 🔗 read more about this update 🖼️ pdf preview for southeast proposals ticket js 2369 proposals from southeast can now be viewed directly within the quote link the client receives • clients will now see the uploaded quote from the broker before adding their name and signing the document 🔁 internal reinstatement from payroll dashboard ticket js 1992 users can now reinstate clients directly from the payroll dashboard when a client is marked as “ cancelled ” • available only when the client’s lead card = bound and status = cancelled • modal walks the user through the reinstatement and logs the activity 🔗 read more about this update 📄 rts 3 form now sends automatically ticket js 2417 rts 3 forms are now auto sent when leads are sent to bind for compeo and peopaygo • emails include carrier name, document, and a custom subject line • improves compliance and reduces manual handling 🗓️ payroll cycle & payday fields ticket js 2322 two new fields have been added to the payroll customer profile • payroll cycle start (auto calculates a 6 day range) • payday (selectable day of the week) these settings are now visible and can be edited by payroll advisors note this currently supports weekly and bi weekly clients only support for semi monthly and monthly clients is in development 🟢 “new client” badge and status workflow ticket js 2239 we’ve added a visual badge and model to help teams manage new clients during onboarding • includes filter options • model allows users to remove the status and add notes • new timestamp tracks onboarding progress 🔗 read more about this feature 🚫 skip notification option with reason ticket js 2348 users now have the ability to skip sending a notification when completing or rejecting a request on the data dashboard • a reason is required • all actions are tracked in the client’s activity log note certificate request are excempt from this feature 🛠️ improvements behind the scenes 🎨 renamed “inactivity” to “program minimums” ticket js 2467 we’ve updated all references to the “inactivity” flag to now read “program minimums ” this includes toggles, flag names, and system messages no changes to functionality 🔐 proposal viewer token support secure preview tokens are now automatically generated for embedded pdfs, improving security and load performance 🧹 cleaner notification and activity log handling improved backend processes for sending emails, logging activity, and filtering dashboard records — setting us up for better performance and scalability 🧠 knowledge base articles updated or in progress 🆕 rts 3 auto send logic 🆕 oos accord document automation 🆕 new payroll cycle & payday fields these updates are now live in januscrm if you have any questions or need help, please reach out to the product team or it help desk