1751600018027
v2025.7.3
by Sameer Kapur
Improvements Employee name is now recorded when importing pre-Glide members through the dashboard Special characters are now automatically cleaned from all employment fields (both member and dashboard) before syncing to the 1749011207846
v2025.6.3
by Sameer Kapur
Improvements Activity trail now logs when roles are imported from core and when roles are closed in core New optional configuration to send roles to pending if SSN matches other members on the same membership Fixes Resolved issue 1748404712934
v2025.5.27
by Sameer Kapur
Improvements The Application Report export now supports filtering by: Date Created, Date Submitted, Date Approved, Membership Type. Additional filters will be rolling out in the next few weeks. Exported reports can now be saved to the 1747978228582
v2025.5.22
by Sameer Kapur
Improvements Added a new Debit Card Report with the following columns: Member Name, Member Number, Share Name, Date Share Opened, Branch Name, Approved By, Date Requested, and Debit Card Serial. File names for documents and index files 1747785720000
v2025.5.20
by Sameer Kapur
Improvements The Action Required queue now includes accurate type, status, and date columns for share and role applications. Washington D.C. has been added to the list of states on the dashboard. Staff members can now select a document 1747370184259
v2025.5.15
by Sameer Kapur
Improvements For FIs with funding-before-submission enabled, we’ve updated the card funding flow to reduce fraud, prevent $0 balance accounts, and give applicants faster feedback if there’s an issue with their card. Rollout details will be 1746771168674
v2025.5.8
by Sameer Kapur
Improvements Added a document category field, allowing staff to select the type of document when uploading via the dashboard. This classification determines how files are routed to your SFTP or document storage. Fixes Rolled out fixes on 1746596140059
v2025.5.6
by Sameer Kapur
Improvements Added validation to ensure at least one authorized signer is selected when approving business memberships. Introduced optional pending trigger for international applicants who answer “No” to the U.S. citizenship/residency 1745981834621
v2025.4.29
by Sameer Kapur
Improvements For Symitar cores: ITINs now send as Tax ID type “4 ITIN” instead of default “0 Individual SSN” Updated copy for the “International Member” toggle on the dashboard to “Non U.S. citizen/person” When “Approve when signed” via