Whiteboard & Forms
- [customer request] Added new Whiteboard functionality for new customers
- [customer request] Added support for custom 'success' color for rows
- Added support for getting product quantities by name match
- Fixed updating Dates in whiteboard to empty values
- Fixed missing relationship values
- Fixed field name issues
- Fixed choiceMap behavior in CategoryEditor
Payments & Accounting
- Full ACH Support
- Added support for negative payment todos
- Updated migration scripts to catch missing transactions
- Enhanced processJournalEntry function methods
- [customer request] Improved QuickBooks client functionality
- Updated DA sync migration scripts
Aftercare
- Dedicated Aftercare settings
- [customer request] Custom Email Templates and Editor
eSign
- [customer request] Easily resend eSign envelopes
- [customer request]Generate Links to sign/plan on Afterword vs. emailing
Infrastructure
- Updated Apryse to version 11
- Added support for 'example' subdomain
- Added Tasks to importing functionality
- Fixed various typos in components
- Internal settings page upgrades
Data Migration
- Copied example whiteboard into other environments for staging
- Added support for DA migrated externalIds
- Disabled validation for controllingField behavior
- Added script to remove invalid QA cases