Release 12.24.1 June 2023

Modify Customer Count and Third Party Count Chips On Company Card on Build Portfolio Page

We have updated the chips on the Build Portfolio page to no longer display the number of customers and third parties and company has relationships with. We will now only display “Has Customers” or “Has Third Parties” if they have those relationships.” 

Bug Fixes

Third Party not reflecting in PMT or admin after receiving order confirmation

We had a singular reported issue where a Third Party appeared on the customers PMT but then did not appear on refresh. We have fixed this issue and all Third Parties that are added to a portfolio will display.

Incorrectly reflecting submission date and "in-progress" data field in PMT

We had a singular reported issue where the questionnaire last submitted date was pulling from a prior assessment version and was not reflecting as "completed" in the data field although the questionnaire and validation have been attested. We have fixed this issue so now the data field will indicate "completed" when the assessment & validation have been attested. The questionnaire's last submitted date will reflect the latest owner attestation date.