Release v1.29.22 - v1.29.35

📘 januscrm – system change log ( based on tickets js 3643 through js 3951 and associated prs ) this changelog summarizes all feature enhancements, fixes, and workflow updates included in this release cycle each section uses the corresponding jira ticket to document user facing impact, business logic changes, and technical behavior ✅ enhancements & new features 📌 enrollment enhancements js 3643 — pre send mcf usage tag on enrollment dashboard a new “pre send mcf” tag now appears on the enrollment dashboard for any client that has triggered the pre send mcf workflow this visual indicator helps enrollment quickly identify which clients have already received the workflow and which still need it js 3660 — updated enrollment specialist assignment for enterprise clients enterprise clients no longer receive an enrollment specialist assignment only a payroll advisor is assigned for enterprise tier clients this aligns assignments with service tier expectations and prevents redundant ownership js 3889 — notify enterprise advisors upon enrollment creation enterprise advisors now receive an email notification as soon as the client is added to the enrollment dashboard , instead of waiting for the questionnaire to be completed this enables earlier engagement and onboarding preparation 📌 leads & lead management enhancements js 3804 — coi requests enabled for sold clients internal staff can now submit coi only certificate requests for clients in sold status this supports service requests during the transition period before payroll onboarding begins js 3538 — dialpad call notes workflow enhancements the dialpad integration now includes an enhanced popup allowing users to select call disposition enter call notes directly in the popup automatically create a unified note entry on submission dispositions supported connected – successful conversation left voicemail no answer call back requested wrong number / unable to reach other this streamlines call documentation and improves crm accuracy js 3543 — automated coi/wos termination notices for compeo/peoplepaygo when a certificate holder is terminated or canceled, the system now automatically emails the certificate holder (using the email provided on the coi request) notifying them that the client no longer has coverage under our programs from per carrier certs\@compeo io certs\@peopaygo com recipients to certificate holder email (as provided during coi/wos request submission) cc certificate department certs\@compeo io certs\@peopaygo com replay to certs\@compeo io certs\@peopaygo com 📌 payroll & timesheets (tps) enhancements js 3566 — payroll card defaults to selected timesheet payroll cards now default to the selected timesheet instead of the first or earliest submitted record this prevents incorrect timesheet data from being displayed and improves accuracy during payroll processing js 3569 — updated payroll advisor assignment logic payroll advisor assignment now evaluates only active “enrolling” clients on the enrollment dashboard selects eligible advisors using the assignment settings criteria (carrier, tier, language) assigns based on fewest active enrollments uses round robin as a tie breaker this creates fair workload distribution and more predictable assignments js 3888 — new manual flag “waived per holiday” a new manual only orange flag (“waived per holiday”) is available in the tps module used by payroll advisors to indicate holiday related payroll adjustments (no automation ) 📌 sales enhancements js 3951 — support for compeo / ocmi south carolina quotes sc (south carolina) quoting is now supported for compeo and cornerstone ( existing ) programs sales can now produce quotes for sc clients within janus 🛠️ fixes & stability improvements 📌 enrollment & questionnaire fixes js 3846 — disable bind date field after pre send mcf if the pre send mcf workflow has already set the bind date, users cannot change it in the questionnaire if no bind date exists, users may still set it manually during the questionnaire completion 📌 billing & payments fixes js 3874 — allow cornerstone leads to use ocmi invoice cards cornerstone clients can now process auto payments using ocmi’s authorize net account without error previously blocked by validation 📌 notes & activity feed fixes js 3847 — prevent activities from appearing in pinned notes pinned notes section on the payroll dashboard no longer receives pinned activity entries only true pinned notes are displayed js 3567 — unified notes allow pinning before saving users can now pin a note before submitting it this saves time and prevents missed pinning 📌 coi / certificates module fixes js 3895 — display validation errors during coi submission validation errors now appear clearly when a coi submission fails users see the exact issue instead of a silent failure 📌 data dashboard enhancements js 3844 – amex indicator added to invoice payment method a new amex indicator has been added to the new client request payment method section when a customer uses a debit/credit card , the system automatically detects whether the saved token represents an american express card and displays it on the new client request for data team to see what's new displays a clear amex yes/no indicator next to the payment method only appears when payment type = debit/credit card no manual input required no sensitive card details revealed this helps data team quickly identify amex transactions, which follow different fee schedules 📌tps / payroll reports fixes js 3894 & js 3892 — export report updates for customers with no payroll records & new flag tps export now includes customers with no payroll records and leaves empty feilds if the information is not availble adds a new client flag in the flags column to allow filtering of the report js 3891 — disable automatic terminated client report emails daily 4pm auto emails for the terminated client report have been disabled the report now sends only when manually requested or after a payroll termination workflow event 📌 payroll settings fixes js 3890 — pre fill payroll settings from quote pre bind payroll settings on the sales tab now autopopulate pay frequency payroll amount fixes missing data issues that previously caused incomplete enrollment questionnaires 📊 reporting enhancements js 3830 — sort termination list by effective date termination report list can now be sorted (asc/desc) by effective cancellation date helps service teams manage high volume carrier workflows these updates are now live in januscrm questions? please reach out to the product team or https //kb getjanus io/how to submit a support ticket for additional guidance