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CRM Improvements - June'22 Release

Place to see all our new features and screen improvements in CRM.

Arunprakash Sivakumar avatar
Written by Arunprakash Sivakumar
Updated over 3 years ago

KID Document Changes

  • We have reduced the number of pages in the KID document from 3 to 2 as per the legislation which states that KID documents produced must be on a maximum of 2 sides of A4 paper when printed out.

  • We have changed the content in the KID document against "Type of Contract" to "Contract of Service" as the legislation on KID does not state "contract of employment" as a preferred option.


Worker's Record: New Title Added

Individuals who do not identify as any gender (non-binary) will commonly use 'Mx' as a non-gender-defining title. This was not previously available as an option in MDA. So we have now added "Mx" as an option in the Title drop-down in the People Hub worker record.

A user can now use this title for a contractor who doesn't want to specify their title as "Mr/Ms", however, they will need to specify gender as "Male/Female" to successfully submit the FPS. The added title will also work if you upload people using our imports (CRM-> Data Import).


Edit Business Screen-Create Page button added.

We have added the "Create Page" button in the Edit Business screen to help users create a page for the particular contact/business/branch instead of going to the Pages list to create a page.

On clicking Create Page, the contact will be defaulted to the business you are editing and you will be able to create a page for this particular business/contact.


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