Release 39 (2021-02-19)

ROC-958

Wealthbox CRM Fixes

ROC-959

Wealthbox CRM Fixes

ROC-984

Wealthbox CRM Improvements to compatibility with Mac & PC

ROC-1023

Wealthbox CRM Fix for specific fields

ENG-1189

Resolved issue with JPG attachments to form via API

ENG-1227

Improvements to load performance for various CRMs

QFE-304

DocuSign - Added ability to override recipient name and email

QSR-116

Added improvements for reset password screens

ROC-730

Made improvements to modal behavior

ROC-880

Improvements to overall error messaging

ROC-898

Updated signup pages for improved usability

ROC-907

Added various updates to Favorites features

ROC-916

Updated CRM error messaging

ROC-918

Improvements to layout of profile tab

ROC-921

Added ability to assign defaults for E-Sign, Financial Professional, and CRM modals

ROC-939

Made improvements to login page

ROC-943

Made improvements to various tooltips

ROC-944

Quik! has gotten smarter! We will now save the “Print Editable PDF” checkbox between sessions

ROC-945

Made improvements to Choose Forms interface

ROC-962

Made various improvements to usability

ROC-964

In Quik! View added ability to set read-only and required fields

ROC-981

In Quik! View added special styling for required fields

ROC-1019

Overall improvements to customer notifications

ROC-1020

Fixed issue where forms may become inaccessible in the Recent Forms list

ROC-1029

Fixed a rare issue where certain names were duplicated in Quik! View

ROC-1034

Fixed various UI issues

ROC-1041

Corrected stylings in Settings menus

ROC-1042

Corrected stylings with certain checkboxes