June 2020 Release Notes

New Features

Re-Order Feature: This story allows users to be able to re-order screens on an existing applicant and have the earlier order’s data pre-filled to make the ordering experience quicker and smoother

Search Purpose State: Accounts can now be set to lock the search purpose state so that applicants cannot change the “Search Purpose State” when completing the applicant invite process.
Salesforce Updates:
- Additional fields have been added to the Verified First Salesforce application to allow for more expanded reporting
- Batch ordering is now available in the Verified First Salesforce application as well
Additional Filterable Fields in the Portal: Users can now filter activity logs in the portal by to include package information
Bulk Transfer of Files: When a user’s permissions are being downgraded in the portal this functionality allows that user’s files to be transferred to another user - anywhere in the hierarchy of parent/child relationships
No Need to Retype SSN if Applicant has Entered Previously: This allows HR users to be able to proceed through the order process without re-entering the SSN when reviewing "Ready to Order" files where the applicant has already entered and re-entered their SSN
Select File Orderer from Parent Account for Position in Child Account: This allows users to be able to select a file orderer for a child position to be any user in the hierarchy of the parent/child relationship

Batch Order select fields modal window: the text spills over the modal window: This corrects the UI on the batch download template modal window so the text is no longer spilling over the modal window