🌟Key Highlights:
🔐 Security & Authentication
- Introduced default Magic Link secured settings and authentication for safer access, we recommend enabling it for maximum security.
Documentation link here
💳 Payments Reliability & Accuracy
- Improved handling of payment declines and discrepancies across FortisPay and Authorize.net.
- Prevented duplicate payments caused by timeout retries in the portal.
- Enhanced payment confirmation messaging clarity.
🖥️ React UI Stability & Experience
- Settings Page is now available in React.
- Fixed multiple issues in React UI (export, formatting, settings, activity tracking).
- Improved responsiveness and usability of Settings and Activity screens.
- Continued React enhancements for smoother experience.
Customer Reported Issues
Following Customer Reported issues were resolved as part of the Release
Webclient React :
| SARA-2499 | Settings Page is now available in React. | SARA React |
| SARA-2641 | Fixed responsiveness issues in Settings page for smaller screens. | SARA React, SARA Triage |
| SARA-3216 | Improved clarity of character limit validation messages in Follow-ups. | SARA React, SARA Triage |
| SARA-3270 | Fixed duplicate payment issue caused by timeout errors during portal transactions via Fortispay. | SARA SS Portal, SARA Triage |
| SARA-3547 | Fixed an issue where filters were not working correctly on the Pending Payments page in the React UI. | SARA React, SARA Triage |
| Restored Export to Excel functionality in Generation logs. | SARA React, SARA Triage | |
| SARA-3744 | Restored reply, reply all, and forward functionality for follow-up emails in React UI, with improved activity flow stability. | SARA React, SARA Triage |
| SARA-3746 | Resolved issue where UDF summary notes were not saving in Activity section. | SARA React, SARA Triage |
| SARA-3796 | Restored accurate filtering and search functionality on the Pending Payments page and details view in the React UI. | SARA React, SARA Triage |
| SARA-3830 | Resolved an issue where password reset and user invitation emails were sent without password details. | SARA Triage, SARA React |
|
SARA-3870 SARA-3981 |
Fixed issue where contacts were not saved along with notes in Activity. | SARA React, SARA Triage |
| SARA-3917 | Fixed issue where saved view settings did not retain column positions. | SARA React, SARA Triage |
| SARA-3964 |
Introduced default settings for secured Magic Link authentication for enhanced login security. Refer to the article for instructions on how to use this feature. |
SARA Webclient (Legacy) |
SARA Payment and Connector:
| SARA-3539 | Fixed handling of payment declines for FortisPay to ensure accurate transaction status. | SARA Payments, SARA Triage |