9 April 2025

Custom Template Update

You can now sort the Custom Template menu alphabetically. Select the arrow beside the column you want to sort.

Participant Record Notification Updates

You can now set up notifications for records of archived Participants! You will now see the additional option to include records for archived Participants.

Plan Manager Invoice Settings Updates

We have removed the 'more' option from the Invoice settings menu. The Plan Manager invoice settings are now more visible, so customers can see the additional options more clearly.