What's New

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You now have the ability to mark requests complete from the Update dropdown on the Batch action bar.

From the Requests search, select the requests you wish to mark as complete. From the Batch action bar, select Update and Mark complete in the dropdown. You can add a note and enter the date, then select Yes, mark complete.

You can now include multiple tax status fields on a form. From Form Builder, you now have the option to add up to five fields for Tax Status Date and Tax Status ID.

To improve the work flow for batch action results, you can now export batch actions to a .csv file for review.

When you select Consider on a pending submission with fields that are over the character limit, you will now receive a prompt that will allow an admin to manipulate the fields and lower them to an acceptable character range.

Note: Admin can change the character limits on the City, State, Postal code, and Tax ID fields.