Change Log
Release v1.27.58 - v1.27.72
3 min
this release improves duplicate detection, reporting views, compliance notices, and client communications we also enhanced form handling, introduced targeted notifications, and tuned background processes to make daily work smoother across januscrm π§ fixes better duplicate lead detection β
business and dba name matching now ignores punctuation, symbols, and whitespace to reduce missed duplicates β
increased accuracy when dba names are present updated yeo filters β
βmy yeo autosβ and βmy yeo reportingβ now filter by carrier , reporting source , and processing program (no advisor restriction), so users may see broader results separation notice form data β
corrected prefill for pay rate , pay type , and employment status for cornerstone clients sales added to class code notifications π sales\@ocmiworkerscomp com is now ccβd on class code addition emails for peopaygo , compeo , and cornerstone π new features timesheet review controls π certain auto clientsβ timesheets now require manual review instead of auto approval π users see a clear message when manual review is needed south carolina compliance notices π after enrollment, eligible businesses and employees automatically receive the state required worksite notice (pdf) for printing/posting π emails include carrier branding and payroll contact details transportation supplemental document π new guided form in the client portal with pdf preview and e signature π sales/ops can send requests directly from the lead card; clients receive a secure link π supports up to 5 shippers with percentage validation email notifications for notes π brokers now receive email alerts when a note is added to an activity or lead, including author, lead, and note content π οΈ improvements behind the scenes separation notice form ux alignment π the experience now matches compeo and peopaygo workflows simplified layout, last 4 digits of ssn only, and standardized pay types 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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