Change Log
Release v1.27.72 - v1.28.05
10 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 new features & enhancements employee details β middle name & commissions (js 2694 / js 2876) β
employeesβ middle names now display in the mobile app, client portal, and timesheet submissions β
added commission pay type support enrollment & payroll dashboard integration (js 2329) β
payroll advisors are now automatically assigned to enrolling clients β
two new dashboard tabs enrolling clients and scheduled calls β
teams can schedule calls, complete enrollment questionnaires, and follow up directly from the payroll dashboard β
enrolling clients are sorted by default (sold β binding β bound) π learn more enrolling clients tab docid\ l5dggdbqkzqxnepfch | scheduled calls tab docid\ m o qulblovzbcsssmk52 document handling updates for sales team β
added support for sending height affidavit documents in workflows (js 3049) β
added a βskip document selectionβ option in underwriting submissions for whiteglove/enterprise tiers (js 3027) β
updated csa pdf templates to include signatures for melanie (ppg & compeo csas) and cornerstone owners (js 2892) unified notes β mvp 2 update β
users can archive their own notes; admins can archive any notes β
archived notes now appear in the activities tab for record keeping β
enrollment team can access unified notes in the send to bind tab β
layout improvements notes now dock to the right hand side of the screen and auto collapse the left menu for more space my payrolls sla dashboard (js 2834) β
new sla modal with today/weekly tabs β
expandable category cards (portal, timesheet, auto, email) with clickable filters β
filtering by reporting type and payout methods (including credit card) β
escalation counts now visible billing tab enhancements (js 2930) β
added cutoffs field to the new client request (data dashboard preview) with easy copy to clipboard β
adjusted grid layout for improved readability payroll dashboard filters (js 2832) β
all filter lists now display in alphabetical order for easier navigation β
updated status sort labels to βstatus (aβz)β and βstatus (zβa)β login & security enhancements β
multi factor authentication (mfa) added for standard login (non google sso users) (js 3146) β
login attempts are logged with limits and clear wait time messages (js 3116) β
export/download links are now secure and time limited (15 minutes) (js 3122) reporting & infrastructure updates β
audit logging added for report generation (js 3060) β
improved time zone clarity in emails and sms (et/est tags now included) (js 2893) π§ bug fixes timesheet reporting status (js 2853) β
clearer messages when timesheets are missing due to inactivity or late reporting β
βcompletedβ status now correctly reflects inactivity with no conflicting messages expense submission β expense reimbursement form (js 3024) β
expense cost field now supports decimal values (e g , $10 25) β
minimum allowable cost updated to $0 01 permissions & roles (js 3080) β
only admins can create customers from questionnaires or restore customers β
non admins see these options disabled, preventing unauthorized actions lead & enrollment search β enrollment dashboard (js 3071) β
business name search now handles symbols, punctuation, and spacing correctly mobile/payroll actions (js 3067) β
users can now create peoplematic mobile app credentials when the client is in sold status with no cid β
fixed issue where the system threw an error when attempting to create credentials without a cid π§ knowledge base articles updated docid d84b2pi2flo8ot7eisaz docid\ l5dggdbqkzqxnepfch (new sections) docid\ nak4fv5pv6dwjnwrbmf5k (updated with archive & layout changes) 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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