August 10, 2023

Market Facing Enhancements:

  • Sort and Filter capabilities added to list view of Disclosure Forms
    The list of Disclosure Forms displayed to Approved Vendors and Designees has been updated to allow sorting and filtering. Filters can now be applied by entering search criteria directly into the header row for the column you want to filter by, and sorting can be applied by clicking on the column’s arrow icon. This view can be accessed from the main menu under Vendor> Disclosure Forms> View and Designee> Disclosure Forms> View.
  • Additional columns displayed in list view of Disclosure Forms (Customer Name and Address)
    The list of Disclosure Forms displayed to Approved Vendors and Designees has been updated to now include 2 additional columns to display the customer/subscriber name and address to aid in navigation and identification. Both columns are sortable and searchable.  This view can be accessed from the main menu under Vendor> Disclosure Forms> View  and Designee> Disclosure Forms> View.