On the Activity/Overview tab, interactions with clients are displayed. Previously, if an interaction had an attachment, it appeared as clickable. However, attachments cannot be viewed from this tab. To enhance the user experience, we have implemented a UI improvement—attachments are now non-clickable, with accompanying information indicating that they cannot be viewed directly from this tab. 🚀Improvement

On the 'Client at Risk' page, the 'Staff' filter was not working, this issue has now been fixed. It effectively filters the data based on the selected filter. ✨Fix

On the staff edit and create the page, a setting labeled 'Can be Sales rep' was incorrectly mentioned. It has now been corrected to 'Can be Client rep.' This setting allows the staff to be client representatives. The logic remains the same; only the label has been updated. ✨Fix

Tasks (List Page) now show the scheduled task's time. 🚀Improvement

During the freeze edit process, the system use to check for freeze attempts. This was purely a validation check and was not deducting attempts. This validation check has been removed to streamline the freeze edit flow. ✨Fix

The inability to do sales returns on migrated data has been fixed. Sales return is expected to work as required for migrated data as well ✨Fix

Pagination has been implemented in the invoices section under the transaction tab to facilitate the display of invoices when the count exceeds 100 for a particular profile. ✨Fix