• Added Zip+3 on DNC/Influencer filters • Fixed Referral Note field not creating notes correctly • Fixed completed referrals not appearing as map pins • Fixed pending orders disappearing • Fixed Opportunity Number on existing customer tasks • Fixed Pending Order company names not updating properly • Fixed issue caused by submitting multiple referrals • Fixed related task locations lost after redownload • Fixed Android keyboard covering text fields during edit

- Fixed issue where Weekly Stats graph displayed cached data after submitting updates - Fixed Download retry getting stuck at step 1 - Prevented Referral Add/Submit button from being spammed - Updated External ID generation logic (deterministic vs. random) - Fixed Referral Company Name being incorrectly sent as Opportunity Title - Improved Duplicate Order error message for clearer feedback - Fixed Deleted or sold customers still appearing on the map - Fixed DNC filter button not responding and DNC list flashing

- Updated price change for subscription - Fixed issue preventing editing of checking account information on orders - Resolved iOS issue where referral signatures were not locking in landscape mode - Fixed signature cutoff issues during order completion - Corrected customer screen behavior on large devices when navigating back - Fixed login issue allowing access to the old PPA system - Improved reliability for failed actions (better retry handling, fewer errors)

• Navigate back to Pending Orders correctly after updating data from there • Add back Donor info for Referrals • Fix keyboard blocking some input fields on Android • Implemented multiple measures to avoid issues with duplicate records—there should be NO sign-in blockers. • Fix stale data showing after a re-download or update • Remove Missing Data filter • Merge DNC and Influencer into a single filter • Fix issues with tasks related to Influencers • Fix the Rejoiners header to display type and Opp # correctly

- fix for duplicate order creation

- Mutation error for tasks with location - Current Week's task should stay under a day header even if past due - Pin detail modal cancel option covered by navigation bar - Creating/clearing a pin should not reset zoom level (Map vs List) - Unable to close keyboard on Payment option modals - Note character limit locks edit flow - Opportunity orders / draft orders and updates having issues - Printing period not showing when opening customer detail from map view

Brand new version with the following key features: - Faster order processing - Offline changes and syncing - New customer list and filters - New authentication system - Multiple quality of life enhancements

- Fix for Order process elements

- Major payment method compliance updates - Add previous payment method type info to customer detail screen

- Fix Member Cards on Pending Orders icon & functionality - Add self-serve knowledge base link out button to FAQ - Add P1/P2 status to the Customer List screen - Fix order of Qualified Leads by Sales Effective Date from backend--showing latest added/purchased - Fix Notes formatting body, device setting - Improved Recipient list capture after save/edit

-New improvements for app data and system performance, updated connections to NS -Add new flow for login process to show Customer List first instead of Map view -Limit Qualified Leads by 2 years to improve Lead load process -Updates for Referrals capture process stability, "data sticking" -Address crashing between Customer List, Customer Detail, Notes, Tasks screens -Fix for Map display slowness & performance—rendering slowly, not displaying pins properly, jumping/zooming when logging in, etc.

- Customer, Task, and Note quality of life updates - Basic enhancements for Filters functionality

Adds masking to checking account number information

minor updates to address API changes

adds new requirements for placing orders, minor bug fixes

Auto-refresh Incomplete Customer List to show Adding AO/New Recipient doesn't show up immediately on Customer Detail

fixes task screen issues

fix for missing referrals

-New feature Leads Proximity Search (MVP3) -8 major UI/UX improvements -5 minor bug fixes

Added Renewal cards to renewal customer screens

New Task management within customer

Fix for missing recipients on Renewals and Rejoiners

We have added do not call and influence list to the customer screen.

Bug fixes for referrals and recipients

Bug fixes for MVP1