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.