The Chat logic on the site has been updated to better direct customers with questions regarding CCH CPELink
Self-Study products to appear Newest-Oldest by default on the course catalog
A Delegated Firm Admin can now transfer their role to another Staff Member of their firm
The ability for every firm user to view their Firm & Delegated Admin info on their My Account page.
Firm Staff member cannot purchase any item with quantity > 1; only those with the “Admin” Role will be able to purchase the same self-study or webinar in any quantity greater than one.
The filter by office control from the Unlimited Firm Pass page has been removed in order to make the page easier to read.
There is a new "Staff with Subscriptions" report for Firm Admins.
Bug Fixes
An issue with repeated email notifications going to users has been resolved.
Improved text and accessibility of delivery of specific email notifications for users.
Compliance Manager Updates
The “Export to Excel” report has been fixed and is working.
An issue with the ampersand displaying in external course records added to staff profiles has been corrected.
The LOUISANA CPE requirements have been updated in line with new requirements (as of this year).
Licensees can provide their attest function declarations for each reporting period
An update to the monthly Compliance Manager report will provide data on the reporting period ending in the current year instead of current year plus 1 is being tested and available in a future release.
The NEW YORK requirements have been updated:
The requirement to choose between 24 vs 40 hours has been removed
The CPE requirements have been updated on the page
The tracking logic for licensees has been updated so that only the 1st calendar year since initial licensure is for “0” CPE
Additional hard validations required for license numbers on the My Professional Profile page have been setup for those users with a “CFP” license. This now includes all IRS and CTEC areas for validation upon setup.
UPDATE: Additional changes and updates for Georgia, New Jersey and other states are currently being worked on and will be available in a future release.
