Feb 01, 2023 Release Notes
New features, updates, and fixes released on Wednesday, Feb 01, 2023.
New Features
- Added the ability to preview, edit, and generate a 6765 form within the platform, pre-filling fields from the study.
- Answers to qualification questions are now automatically checked for duplication from a previous study, previous question responses can also be seen in the user interface.
- Terms of Services have been updated so a new modal is added to ensure they are accepted. All users will need to accept the updated terms before continuing to use the application.
Existing Feature Updates
- Enhanced the API and added database fields to create studies from a request, update the study statuses, and update tasks.
- Added additional study statuses: 'Not Started', 'Invitations Sent', and 'Expert Review - Revisions' are now part of the study flow.
- Added 'None of these' as an option on the eligibility quick test, excluded activities question.
- Added the ability for all users to access and add Team Members, with more detailed restriction settings.
- Added Credit Utilization section to the Business Update page with a question for the 280C election and estimated income tax.
Fixes
- Improved the completion percentage shown on the dashboard during 'Initial Data Entry' step to be closer related to the completion of the first four steps.