UPDATES:
- Completion Certificates have been updated to align additional information.
- A new “Quick Link” category has been created for OBBBA (One Big Beautiful Bill Act)
- The Search engine has been analyzed and updated for better results.
- The UI for the payment method setup page has been updated
- Address field corrections/updates for special characters
- The Remote Group Webinar staff selection process has been updated to allow for a finalized selection of attendees. (Updates to this article are in progress)
- The Live Webinars page disclaimer has been updated.
- The “All Offices” drop-down issue has been fixed.
Bug Fixes
- An issue with downloading materials for Webinars has been resolved.
- Tax Exempt issue calculating and displaying correctly for some users has been fixed.
- The “Firm Profile” link on the Firm CPE Management page has been updated to link to the correct page.
- The routing of the Chat to appropriate agents for CCH CPELink has been updated.
- A number of bugs specific to individual users have been updated and resolved.
Compliance Manager Updates
- An issue with YELLOW BOOK not showing previous reporting periods has been fixed.
- The Learning Ladder Home Page has been fixed.
- The Compliance Manager report for Delegated Admins/Admins now allows for filtering by Regulators.
- GEORGIA requirements have been updated for newer licensees:
- o Carry Over credits have been updated
- o Ethics requirements have been updated
- An issue preventing certificates from being added to external training records has been fixed for multiple regulators.
- An issue preventing deletion of external training records has been fixed.
- NEW HAMPSHIRE requirements have been updated for formatting.
- Individual course record details have been reset to display beneath each record instead of at the top.
- The “Export CPE Record” page is allowing for all staff members to be listed from the Brach office.