11.7.0 Platform Release Details
26th January 2022
Updates Made to the Portfolio Manager Table:
- Drawer Updates:
- Questionnaire Submitted Date renamed to Most Recent Questionnaire Submitted Date and Tier associated with it
- Questionnaire submitted dates were added next to any additional available Tiers
- Portfolio Manager Table Excel Download Updates:
- Questionnaire Submitted Date column rename to Most Recent Questionnaire Submitted Date
- New Column Added: Most Recent Questionnaire Tier
Removed Clearbit duplicated from the Third Party Search page
We are now filtering from the backend and checking the Clearbit result ID to any Company ingests ID in our exchange. If there is a Company ingest ID, then we will not display the Clearbit information.
Bugs:
- Static Test contact information was recently showing on the Order Contact Information section of the Company Information page instead of the actual order contact information
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