9 April 2025

Custom Template Update

We have added the ability for you to sort the Custom Template Menu in alphabetical order. Simply select the arrow to the right of the column you would like to sort by as seen below!

More Improvements

• Participant Record Notification
• Plan Manager Invoice Settings

Custom Template Update

We have added the ability for you to sort the Custom Template Menu in alphabetical order. Simply select the arrow to the right of the column you would like to sort by as seen below!

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 made the 'more' option within the Invoice settings menu. Now thew plan manager invoice settings are more visible so that customers can see the additional options more clearly.