Change Log
Release v1.27.11 - v1.27.20
7 min
this article highlights recent updates made to januscrm and our internal tools β including multi select filter improvements, enrollment workflow restrictions, enhanced document templates, unified notes panels, and multiple bug fixes for smoother operations β
unified multi select filters details all multi select filters now use a consistent component with a "select all" feature improvements better synchronization between filter selections and displayed results simplified default filter application for a streamlined ux more consistent display of user options across all filters π new features π void enrollment improvements (js 2594) when an enrollment is voided from the send to bind tab (binding status) on the enrollment dashboard lead card status now changes to canceled with the bind date as the effective cancellation date status will no longer revert to sold all data dashboard requests for the client auto cancel payroll customer profile auto archives, preventing alignment issues across teams π restricted enrollment workflow by carrier (js 2395) special handling for the following restricted carriers enterprisehr signaturehr frankcrum ocmi features automated notification emails to underwriting and brokers new underwriting completion email restricted carrier clients are no longer added to the enrollment dashboard csa notifications and enrollments now correctly blocked for restricted carriers π dynamic lead list sorting (js 2694) brokers leads sorted by most recently assigned broader access roles leads sorted by most recently entered note the pinned follow up feature, which pinned clients to the top of the list, has been deactivated and permanently removed for all users π updated template library (js 2672) added cornerstone β predesignation of personal physician and ee app ct forms updated loss history affidavit to latest version for all peos π improved separation notice templates (js 2576) long separation/incident details now wrap into up to three lines for better readability upon submission added multi line detail fields to multiple templates π new default payroll dashboard filters for non payroll advisors default filters applied automatically to all non payroll advisor users bounced no records completed defaults are not specific to any carrier or user π§ bug fixes β
void enrollment process stability (js 2594) "void" button disabled while modal is open to avoid duplicate actions prevented closing/submitting while processing β
data dashboard new client request handling (js 2708) no more errors when selecting request type with no templates β
late reporting workflow for cornerstone (js 2675) late reminders now apply consistently to cornerstone clients on the payroll dashboard β
auto close manual notification modal (js 2676) dispatch notification modal in the payroll card now closes automatically after a successful send eliminates the issue of the modal staying in a loading state and requiring manual closure these updates are now live in januscrm questions? please reach out to the product team or it help desk for additional guidance
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