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March 2025 Release

Updated

SARA Main Application (Webclient)

Webclient Legacy

  • Issues Resolved 
    • Previously, additional contacts in Intacct ERP with an apostrophe were not synced. This issue has been resolved in the current release, and those contacts are now syncing correctly.
    • The issue that was preventing password resets from the landing page has been fixed, and users can now reset their password successfully.
    • The issue where the subject line of manual emails displayed "&" symbol as "&amp" has been resolved.
    • Portal link accessibility is now not dependent on password expiry
    • The "Report manager" option now enabled for Admin Users.
    • For Some instances whitelisting of IP Address was not working correctly, which has been fixed with this release.

Webclient React

  • Features/Enhancements 
    • The view settings created in Legacy can be viewed and edited now in React.
    • Ability to edit the notes in Account Notes section (Only in React)
    • React_Company Page
    • Personal contacts and Contact UDFs are now visible in 'TO' and 'CC' fields while drafting mail in Activity Section. Snippet codes are now available to use in the To address(@custall, @custprimary, and @custmail)
  • Issues Resolved 
    • Removed Contacts tab in Account overview section (Fixed in React)
    • Previously Html code (&nbsp) were added in the subject line for forwarded emails. This issue is resolved with this release.(Fixed in React)
    • Implement the 2 step payment for the React Application
    • Text is hard to read in account drop down due to the color scheme is now fixed in React
    • Home Page Findings (React & Legacy Comparison)-Next best activity Tool Tip font is unreadable is fixed
    • Account Overview Page (React & Legacy Comparison) - Display issue with IssueID, TaskActKey
    • Decimal Issue on Team Activities

 

  • SS Portal Issues Resolved 
    • Unable to view external attachments for parent id's in customer ss portal is now fixed