Bug Fixes
- add bulk assign rm dialog functionality
- add route for bulk assigning relationship managers
- add relationship manager email column to the template
- add dialog to assign/remove RM business members
- implement daily compliance due-date reminder cron
- preview test email dialog
- update compliance-toggle-list component to use custom email by default for clients
- check sendLeadEmail success before marking cron emails sent, closes #942 #943
- don't let a failed follow-up email skip WhatsApp + dedupe stamp, closes #942 #943
- surface auto-save validation failures instead of failing silently, closes #943 #942 #943
- surface delivery failures from the test-lead-email endpoint, closes #942 #943
- add missing "-" in date format for monthly compliance reminder reminder
- update user settings form
- add cron jobs for compliance reminders
Features
- add loading state + timeout for extension autofill launch
- add shared lead notification dispatcher
- add columns for auto reminder days before and last sent at in ClientComplianceType