Changelog

Follow up on the latest improvements and updates.

RSS

  1. Create an onboarding flow for advisors
  2. Create an onboarding flow for clients
  3. Make the ability to choose a subscription plan (free, basic, premium)
  4. Improve manager insights - see monthly conversation details

improved

fixed

Sprint 4

Enhancements
  • Design Improvements Phase 2
  • Update Quiz Intro Page
  • Add ‘How Couplr Works’ modal dialog
  • Update “Crop Image” button copy
  • Make social login buttons work on staging
Bug Fixes
  • Wrong message has read indicator
  • Subscription Confirmation Page Should display Features List from “Premium Subscription” Page
  • Social Login buttons don’t work on TAM
  • Reset password layout is broken
  • Invites tab does not let to scroll to see the entire list of advisors
  • Wealthbox Integration is broken on TAM

new

fixed

Sprint 3

Features
Redesign application
Bug Fixes
Insights Page - "Upgrade to premium" link was fixed
"Quiz Starts" Manager insights was fixed

new

improved

fixed

Sprint 2

Features
  • Enable Redtail integration on production
  • Develop a solution for gathering feedback from advisors. Canny integration
  • Enhance the sign-in process for users
Bug Fixes
  • Fix copy for premium feature description
  • Couplr logo is broken when opened in Gmail
  • Primary advisor’s photos and videos don’t show up to the client
  • Designations markup is broken for the advisor profile view
  • Formatting Issue with Designations in Advisor Profiles
  • The user logged in to the wrong account
  • Sign-up - no error message when email exists
  • Partner logo doesn’t render in the “new lead” email
  • Formatting Issue with Designations in Advisor Profiles