Product documentation

2026-06-30 Release Notes

Defects Resolved

  • Fixed an issue where Passport fields, such as Date of Birth, were not available when creating or editing Individual Accounts.
  • Fixed an issue where duplicate WebHooks were being created when adding new automations to your instance.
  • Fixed an issue where Instructor rate could not be added to a communication template because no merge field was available.
  • Fixed an issue where a Scheduler solve would stop without returning conflicts or an error message.