- Adding the ability to reassign Leads and Cases to Queues - Adding the ability to view closed accounts related to a Member under a new "Closed Accounts" tab on the Member 360 page - Adding the capability to add Warnings, Notes and Comments at the Account level via the action center - New "Reports" card for leadership on the Summary Page - Stale Leads will now auto-close after 120 days - Purge job to clear completed Leads older than 1 year
Posted Oct 01, 2026 - 08:42 PDT
In progress
Scheduled maintenance is currently in progress. We will provide updates as necessary.
Posted Sep 30, 2026 - 21:30 PDT
Scheduled
Our vendor will be adding the below enhancements during this scheduled downtime
- Adding the ability to reassign Leads and Cases to Queues - Adding the ability to view closed accounts related to a Member under a new "Closed Accounts" tab on the Member 360 page - Adding the capability to add Warnings, Notes and Comments at the Account level via the action center - New "Reports" card for leadership on the Summary Page - Stale Leads will now purge after 90 days - Purge job to clear completed Leads older than 1 year.