NEW FEATURES #
- Auto deactivated option for client within 02 month if they don’t have orders
- This feature automatically deactivates clients who haven’t placed an order within two months. Clients can be reactivated through a manual request.
IMPROVEMENTS #
- Last Update Issue – Client update page
- In the staff portal, the “Last updated by” field for client information was incorrectly displaying the details of the person currently viewing the information instead of the actual person who last made updates. In this update, the issue is fixed.
- UI change of Client Invoice Date change
- The staff portal’s client information window, particularly used for updating invoice dates, required a UI re-arrangement. The requested changes included re-arranging the alignment of elements, standardizing the use of capital and lowercase characters, refining section layouts, and creating a more user-friendly interface to improve overall usability for staff members.
- UI change of Client Profile
- The Client Profile window’s UI is set to undergo an overhaul, focusing on improving the overall layout, alignment, character casing, section organization, and user-friendliness to enhance the experience for staff members managing client information.
- Branch Finance Re-Design
- The new design aims to simplify the deposit process for both branch users and the central office (HO Portal), ensuring it is user-friendly and efficient. The process flow is clear, with easy-to-navigate screens for both entering and approving deposits.
BUGS FIX #
- Branch Assistant Role – Dashboard Issue
- The Branch Assistant Role dashboard was experiencing loading issues and displaying a 500 error code. This issue has been fixed.
- All client Table Remark Issue
- In the All Clients table, remarks were not updating or saving when clients were activated or deactivated. This issue has now been resolved.
