Dashboard Release Notes

March 20, 2023

• Notifications feed added to top toolbar
• Label column added to Accounts table in Person and Business details
• Webhook notifications enhanced for Slack Webhooks Integration
• Rate limit settings added to Settings > Information
• Last active status added to Settings > Team
• Export button added to Help Desk list of tickets
• Event logs moved from Developer section to Settings
• VGS keys added to Developer > API key
• Crypto reports removed from Overview screen
• Notable bug fixes:
   - DOB showing 1/1/1970 when actual value is null
   - Chart month labels incorrect

February 15, 2023

• New tools to Settings > Billing
• Ability to change time zone (in Filters screens)
• Metadata now included in person exports
• Account numbers masked and Export option removed for Member & Developer roles
• Quicklook added to Family list
• Additional filters in API logs
• Reward status displayed in Transaction list in Card details page
• Roundtrip and Elapsed time included in API and webhook logs
• "Credit Blocked" and "Debit Blocked" added to Overview > Accounts
• Transaction object JSON displayed Transaction details
• Bug Fixes

January 17, 2023

• Crypto: added currency filters to all list views
• Send Crypto: now showing gas fee and txnHash in transaction info
• Settings > Branding: new settings for physicalCardTextColor and virtualCardTextColor
• Bug Fixes

December 30, 2022

• Approve/Decline IDV in the Person details screen
• Transactions list can be sorted by transaction or created date
• Request IDV and Upload document in the Person and Business details screens
• Crypto > Wallets > filter by currency
• Owner & Operator can Cancel ACH from payment details screen (before processing)
• Settings > Account settings > Account Opening Credit is editable (TEST mode)
• Overview export now includes count of crypto wallets and payments
• BIN type added to Card details screen
• Copy Button for copying an object's ID (person, business, transaction, etc)
• Transaction export now includes business ID
• Bug Fixes

December 8, 2022

• Create Accounts > Now you can create accounts of type Card Account
• Create Cards > Now you can select Credit for the BIN type (linked account must be a Card Account)
• Bug Fixes

December 1, 2022

• Overview > added pie chart for cards by status

• Person list > filter by email > wild card search (eg. *@solidfi.com)

• Payments list > horizontally scrollable when the page width is not sufficient
• Bug Fixes

November 24, 2022

• Personal Identifiable Information (PII), such as phone, email, and DOB, is now masked in the dashboard for Member, Billing Admin, and Developer roles.

November 16, 2022

• Charts! Click the toggle switch at the top to view by day, week, month, and/or cumulative.
• Crypto wallet and payments tables added to Overview
• Search for contacts in Advance by name, email, phone number, or by the associated account number.
• Notes section added to program config
• Account number column is added to the payments list
• Manage SDK ID from Developer > Client ID page

October 27, 2022

• Location and device information added to Person Details

October 6, 2022

• Refresh button added to the list views
• Added check number and delivery status to transaction details for physical check
• Settings > Team: Program Owners can Reset MFA for team members
• Hide export button for member and developer roles
• Payments list: display secondary user under Account Holder Name
• Developer > Events: added webhook option to filter options
• Displaying Family name in Account list and Account details
• Business details > Members: added Copy ID button
• Bug Fixes and UI enhancements 

September 20, 2022

• Chat bot to find Help Center answers (lower right corner)
• Search payments by IMAD, OMAD, or trace numbers
• Display family name in the Account List
• Request IDV from Person details page
• Quicklook for crypto modules
• Add a card from Account details page
• Set reCAPTCHA secret key in Developer > Client ID

September 1, 2022

• Settings > Team > New user role Billing Admin added
• Cards: Reference number added to quick look
• Request LIVE Access button added for program user
• Added toggle switch for light/dark mode
• Person edit: Change address field to optional
• Bug Fixes

August 24, 2022

• Billing module is now displayed under Settings. Program owners can add the payment details (card or ACH) to pay invoice.
• Cards list: Create a card from dashboard
• Transaction list filter: Filter by Pending approval type
• Settings: Operational settings: show flag for Manage card debit pull payments
• Debit Pull: Program operators can approve/decline debit pull pending payments. This needs to be configured by your CSM.
• Added new notification settings "Send Card Sms Enabled," "statementEmailEnabled," and "Send Card Email Enabled." These needs to be configured by your CSM.
• Person/Business list: Now you can filter by ID number (SSN, EIN, etc)
• Contacts : Show deleted contacts in list view
• New filter is added under Payments list. This will help you identify payments which are pending operator approval or bank approval. Use this while on Pending tab.
• Business Export: Add business owner name
• Test Webhook: Add field for secret key
• Display of watchdog rules to program users
• Transaction Details: Export to PDF
• Card info: Show Card Reference Number for All cards
• Bug fixes

July 26, 2022

• Overview: Card credit/debit display fix
• API Logs - Webhook filter and pagination fix