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5.14 version 2024/05/01

Added

  • Added the option to assign an assignee to a case from the new case dialog.
  • Added the option to set a default assignee in the Screening settings.
  • Added the property group for Pascal fields in HubSpot.
  • Added the option to use the Pascal actions create case, change case status and change case assignee in HubSpot workflows.
  • Added the option to import Preview cases via the API.

Changed

  • Changed the account creation flow to remove OpenCorporates as an option.
  • Changed the resolve filters to stay open or closed based on the previous state.
  • Changed the Current usage card in Billing to also show the number of created cases when the environment has a case limit.
  • Changed the record of deleted users to also include case deletions.

Fixed

  • Resolved an issue where sources were not refreshed in a case when a source was disabled in a case.
  • Resolved an issue where business cases were not created in rare cases due to the address provided.
  • Resolved an issue where using a passport with an invalid date or country code caused an error via the API.
  • Resolved an issue where PDF reports did not reflect sources with failed searches.
  • Resolved an issue where the name of the browser tab was not updated when navigating to the Data Directory.
  • Resolved an issue where the Organisation settings seemed active while on the Data Directory settings page.
  • Resolved an issue where right clicking the comment popup showed the bulk resolve selection.
  • Resolved an issue where the remove comment button was not aligned correctly.
  • Resolved an issue where the remove and archive user dialog displayed incorrect pluralisation.
  • Resolved an issue where creating a client was not possible if the same client name was used in a different environment you had access to.
  • Resolved an issue where Unspecified in the Gender field was not visible in the Import cases overview.
  • Resolved an issue where Not available in the Nationality or Jurisdiction fields was shown when no Nationality or Jurisdiction was provided.
  • Resolved an issue where the link to update the payment method was not working in the warning dialog concerning an invalid payment method.
  • Resolved an issue where the number of free cases was incorrect in the account creation flow.
  • Resolved an issue where the email validation sometimes displayed an error while the email address was valid.
  • Resolved an issue where including future dates in the date range filter in the Statistics page broke the Total unresolved hits graph.
  • Resolved an issue where the add cases to client dialog showed already attached cases in the overview.
  • Resolved an issue where expired user invitations were still visible.
  • Resolved an issue where updating, deleting or creating a group was not immediately visible for other users.
  • Resolved an issue where updating, deleting or creating a group was not immediately applied to other users.
  • Resolved an issue where the styling of buttons in emails viewed on the Outlook Desktop client was not correct.
  • Resolved an issue where downloading the import file from the Import cases overview did not show all correct columns.
  • Resolved an issue where the dates in the Case audit had an incorrect time when hovering over the audit date.
  • Resolved an issue where reopening the Edit plan dialog remembered your previous changes and page.
  • Resolved an issue where the Billing settings did not show the correct information when switching to an organisation without Billing settings.
  • Resolved an issue where clearing all resolve filters in the Media section did not reset the chart filters correctly.
  • Resolved an issue where the resolve chart filters in the Media section could not be used simultaneously.
  • Resolved an issue where the account creation flow went back to the summary page before adding all information when switching from a free plan to a paid plan from the summary page.
  • Resolved an issue where the legends of the resolve chart filters in the Media section could not be used to filter the charts.
  • Resolved an issue where cases were not visible for Admins when the read rights were set to Personal.
  • Resolved an issue where the preview case dialog showed the Included and Excluded sections.
  • Resolved an issue where the bulk resolve action did not count all bulk resolved hits in Statistics but deemed this as one resolve action.
  • Resolved an issue where using the back button in the settings did not take route back to the page visited before the settings.
  • Resolved an issue where Person or Business screenings were suggested when the connection type was location.
  • Resolved an issue where the order of sources in the client report case findings were incorrect.
  • Resolved an issue where the data pack name was not visible in the case resolve tabs when hovering over the question mark when the pack was deactivated.
  • Resolved an issue where user invitations were still acceptable for a short period of time after it was expired.
  • Resolved an issue where organisation details weren't prefilled and applied when upgrading from Free to Pay as you Go.


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