Until now, someone who opened their verification link but didn't finish looked the same as someone who never clicked it.
See exactly where your customers are in onboarding
Until now, someone who opened their verification link but didn't finish looked the same as someone who never clicked it.
Now:
The Individuals list and profile show "Link opened", then "Incomplete" if nothing is submitted within an hour.
Each profile has an Onboarding link card showing when the link was sent, first opened, and whether it's still active.
API customers get two new endpoints and optional webhooks for the same information.
Personr IDs in your exports
The Export button on the Individuals and Companies pages now includes each record's Personr unique ID, making it easy to match records with your CRM or practice software.
Smoother approvals
Approval emails are clearer, and review dates now start from when an assessment is approved.
Fewer stuck business verifications
Trusts and SMSFs now wait correctly for every owner's check before completing, and late updates from our providers can no longer overwrite a newer result.
