2025 March

Product Updates:

• 'Un-Process' option introduced to processed NACHA payout files. To un-process, go to Reports > Nacha Files and select 'Un-Process' on desired NACHA payout file. 
• Contacts list now allows for Contact UDFs to be added as filterable columns. 
• Contacts list has new column 'Full Name' that lists contact's full name, (i.e. First, Middle, Last / Organization). 'Full Name' value is clickable and will redirect you to contact record.
• Horizontal scrolling and Sticky columns for Loans and Contacts grid.
  • Adding many columns to Loans and Contacts grid will now auto-fit all within the table and allow for horizontal scrolling. 
  • 'Sticky' columns useful to ensure a column remains on the grid at all times. To enable, click on 3 vertical dots next to column name, hover over 'Set Column Position' and click 'Stick Column'.
• Master Register found under Reports > Spreadsheet Reports now includes 'Contact' column which lists associated borrower or investor/lender.
• Loan and Contact deletion check added. To prevent accidental contact or loan deletions, users must now type 'DELETE' to confirm deletion.

Bug Fixes:

• Fixed the Merge Template Instructions button which would download outdated instructions, now redirects users to the product guide. 
• Fixed the dashboard notice for asset insurance policy expirations to be general instead of specific since there can be many asset expiration types. 
• Fixed an issue where the asset insurance policy expiration widget was counting paid off loans. Paid off loans are no longer counted. 
• Fixed the 'Admin - Email Settings' area to inform users of personal email deliverability issues. 
• Fixed an issue where sending an email to a contact with no email address was being allowed, now requires a valid email to send an email. 
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