Release v1.27.21 - v1.27.58

this article highlights recent updates made to januscrm and our internal tools — including payroll scheduling options, service tier syncs, spanish communication templates, unified notes, staffing supplemental updates, invoice validation feedback, enhanced search and duplicate detection, and multiple bug fixes for smoother operations 🌟 new features 📋 new pay cycle options & biweekly variant handling (js 2503) added a monthly pay cycle option biweekly schedules now resolve to specific variants (b1/b2) based on the first paycheck date customer creation now uses questionnaire payroll dates for accurate schedule resolution 📌 service tier sync with payroll dashboard processing program (js 2781) service tier automatically syncs from the customer’s processing program after the client status is bound service tier selection disabled on leads with linked customers to prevent conflicts 📊 send document dropdown update – expense reimbursement (js 2610) added expense reimbursement as a new sendable document in the payroll card replaced the height affidavit option so it no longer appears in the dropdown 📌 employee application review filters (js 2567) added application status and review status filters in the employee document review list within the enrollment dashboard real time list updates based on selected filters displays “no employees match current filters” when applicable 📋 optional one time payment flow (skip 2 min signup) (js 2288) eligible tiers can bypass the 2 minute signup after quote signing external quote page and notifications now surface one time payment links in the sales tab, added “send pdf quote (skip 2 min signup)” option for eligible leads 📄 immediate quote preview on open (js 2814) inline pdf preview replaces the modal dialog; document now appears directly on the page option added to open pdf in a new window shows loading message until the pdf is ready acknowledgement, signature, and accept/continue flow remain unchanged 📊 payroll dashboard logs – field change tracking (js 2716) log entries now include a “changes ” summary showing updated fields with before → after values 📋 semi monthly & monthly payroll day fields (js 2601) configure semi monthly (first/second) and monthly (single day) pay days for payroll customers form adapts to frequency type with appropriate selectors added day of month options (1st–31st) 📄 enhanced payroll dashboard collapsed view badges (js 2786) users can now see a preview of record flags directly on the collapsed client list view flags transfer to their respective records once expanded improves visibility of client issues without requiring users to uncollapse every record 📋 invoice validation & feedback in billing tap (js 2695) users can now access the billing tab even if the invoice amount field is empty payment summary shows warnings for missing/zero amounts merchant interface always visible with inline notes for invalid amounts process payments button respects read only mode, while send payment authorization remains enabled 📋 spanish communication templates (js 2235) data dashboard notifications now send in spanish if the client language setting is spanish payroll dashboard notifications support spanish as well sms notifications deliver spanish versions employees completing applications in spanish will also receive all related employee notifications in spanish 📋 unified notes panel (js 2363) new notes & activities experience with notes, pinned, activities, search, sort, pagination, pin/unpin, and template enabled create new lead endpoints and frontend routes support pinned and paginated notes available across enrollment, payroll, and data dashboards preview sections 📋 client search enhancements in payroll dashboards (js 2758) customer dashboard sections now auto expand when visiting with relevant search parameters in the url ensures matching customers are immediately visible 📋 lead dba name support (js 2860) added support for capturing and transmitting a dba (doing business as) name with leads duplicate detection now evaluates both business name and dba name improves duplicate lead detection across name variations, including one time payment cases 🔧 bug fixes ✅ reset pending approval workflow status (js 2614) payment approval button now reliably shows a pending state helper text consistently indicates “payment approval email sent ” clear warning displays when awaiting client response sending a new approval email resets prior approvals to avoid stale states ✅ employee active date logic alignment (js 2699) start date now defaults to two days after signing , unless aligned with the bind date ensures dates respect prior enrollment commitments to reduce discrepancies all dates remain editable by users when submitting handwritten employee applications ✅ auto close manual notification modal (js 2676) dispatch notification modal now closes automatically after successful send prevents lingering/loading issues that previously required manual closure ✅ restrict rts lead processing to florida state (js 2823) refined rts3 email notification logic for peopaygo and compeo carriers notifications now sent only when lead’s state = florida prevents unnecessary notifications for other states no changes to email content or delivery flow ✅ enrollment void stability (js 2838) prevents unintended customer archiving/cancellation when voiding enrollments not sent to bind cancellation/archiving now occur only if lead card status = binding adds clear audit note when void action is performed improves reliability of void process and lifecycle tracking ✅ payroll logs actor names (js 2716) actor names now consistently display (name or “n/a” ), replacing raw ids ✅ tps search filters consistency (js 2758) improved handling of business name, contact, and client id filters ensures consistent, predictable filtering behavior across requests ✅ enrollment questionnaire flow (js 2846) stopped automatic trigger after saving a questionnaire users now proceed manually to continue workflow 🛠️ improvements 📋 employee applications (js 2699) signing and hire dates recorded at application completion for consistency 📌 lead notes (js 2288) notes now indicate when the 2 minute signup was skipped quote links conditionally include skip flags based on eligibility 📌 reinstatement notification emails (js 2739) added bcc recipient (javier\@ocmiwrokerscomp com) for internal visibility and tracking no impact to external users 📌 lead duplicate detection (js 2860) enhanced duplicate checking by factoring in dba names alongside business names 🎨 style updates 📌 staffing supplemental renaming (js 2852) updated all user facing copy from “trucking supplemental” → “staffing supplemental ” includes forms, previews, buttons, notifications, workflow steps, pdf/preview titles, submit and pdf flows, success messages, and stored document names 📌 employee application display (js 2567) employee names now appear as a single combined full name preserved visual cues for reviewed vs not reviewed applications 📋 logs table (js 2716) header updated from “id” → “name ” first column now shows the actor’s name for improved readability ✅ these updates are now live in januscrm questions? please reach out to the product team or it help desk for additional guidance