We’ve rolled out several improvements to enhance platform stability, reduce user friction, and streamline key workflows. Below is a summary of the latest fixes and enhancements now live in your environment.
1. Improved Logged-In Redirect Experience
When an already authenticated user accidentally lands on a logout-only page (Reset Password, Onboarding, etc.), the platform now:
Shows a clear “You’re already logged in” message
Automatically redirects them to the main dashboard
This reduces confusion and streamlines navigation.
2. Checklist Notification Logic Fixes
Case 1: Vault Holders in Created Status
Fix:
Users in Created status will no longer receive emails, even if Admins/Reps click Send Notification.
A toast warning now appears to inform Admins/Reps that notifications cannot be sent until the VH is fully invited.
Case 2: Vault Holders in Invited Status
Expected Behaviour Implemented:
Invited VHs will receive checklist assignment emails.
When they click the link, the system routes them through onboarding first, then properly redirects them to the assigned checklist.
3. 3-Tier Portals: Vault Search Bug Fix
When transferring files in a 3-tier setup, the Vault Search function now works correctly, allowing smooth and faster vault selection.
4. Contact Creation Fix
If a user clicks too quickly during contact creation, the system now:
Prevents duplicate execution
Ensures only one contact record is created
5. Phone Number Entry Enhancement
US and Canadian users no longer need to add a country code.
The system automatically handles formatting based on region.
6. Bulk Vault Deactivation (Admin)
Admins can now bulk-deactivate vaults directly from the Admin Portal—making cleanup and offboarding faster and more efficient.
7. Salesforce Improvements
Multiple Salesforce integration enhancements were deployed for better reliability, mapping accuracy, and smoother data synchronization.