Executive Summary:
In this release cycle, we have introduced several key updates aimed at enhancing user experience and system functionality. Major improvements include expanded capabilities for managing partner organizations and representatives, with new features such as hierarchical relationships and additional admin roles. We have also refined support functionalities, including the ability to handle multiple communication channels and better integration with geographic data. Additionally, we addressed various bugs and maintenance tasks to ensure a smoother user experience and improved tracking capabilities.
Released Items
Partner Organization Hierarchies
- Add new users to Partner Org Level
- Add Partner Hierarchy Level Name to the Manage Representatives Page
- Create Parent-Child relationship between Partners (UI/API)
- Create Partner Super Admin App Role in Azure
- Manage Reps Table Sorting
# 14858, 14866, 12660, 15125, 14860
2024 CSM Enablement
- Change Rep on the Enrollment
# 14991
Enrollment Statuses Enhancements
- Offer Status: Create EnrollmentDetail Status tables
# 14898
2025 Enrollment Enhancements
- Partner Request: Allow sending BOTH emails and texts to growers at the same time
# 14469
Support
- Add offer to grower
- Convert Partner CSV to Shapefiles
- FSA Report
- Get lat long for fields
- Reassign Reps
# 15209, 15085, 14950, 15060, 15074
2024 Tech Maintenance Q3
- Update Hotjar Tracking Code Crop Plan Admin
# 15061
Bugs
- Disable Continue Button When Posting Identifications
- Re-add lost IdentifiedEnrollments to Enrollments
- Rep Upload Failure when Org has no Hierarchy Level Name
# 14996, 14997, 15200