---
title: "Regulation F Development Phase 6"
slug: "regulation-f-development-phase-6-1"
updated: 2023-04-25T23:16:45Z
published: 2023-04-25T23:16:45Z
canonical: "docs.interprose.com/regulation-f-development-phase-6-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.interprose.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Regulation F Development Phase 6

Features related to the list below were deployed on December 19, 2021

Reg F Development originally scheduled items for Phase 6 not listed below have been scheduled for a future release

For more information about each topic, please use this link to review the "Take a Closer Look" section of the "[Release Notes for ACE 12/19/2021](/v1/docs/release-notes-for-ace-12192021)" and use the links below to review additional details related to each specific topic. To see each link, hover over a topic below the described "Need".

### Need: Els/Email opt-out link

1. [ELS/Email Opt In/Out Links](/v1/docs/elsemail-opt-in-and-opt-out-links)

### Need: Simplified agent opt in method for communication channels (email, text, phone & letter)

1. [Multi-channel Quick Opt In or Opt Out](/v1/docs/multi-channel-quick-opt-in-or-opt-out)

### Need: Simplified opt in method when payments are taken

1. [Email and Text Opt in With Payment Entry](/v1/docs/email-and-text-opt-in-with-payment-entry)

### Need: The ability to recalculate itemization balances

1. [Recalculate Balances](/v1/docs/recalculate-balances)

### Bonus Reg F development with this release

Bonus: [Bonus: Client Access User - Simplified Itemization Entry - "Enable Itemization" = true with "Enable Itemization Transactions" = false](/v1/docs/client-access-user-account-itemization-entry)

Bonus: [Load Itemization Field Balances in Place of Itemization Transactions](/v1/docs/etl-import-itemization-transaction-account-and-client-data)

Bonus: [Option to Disregard Compliance Rules at the Client Level](/v1/docs/client-profile-obey-compliance-rules-boolean-value)

Bonus: [Client ETL Update Capability](/v1/docs/data-options-overlay)

Bonus: A Change to the Firing of Mismatch Triggers (see "[Release Notes for ACE 12/19/2021](/v1/docs/release-notes-for-ace-12192021)"

[SQL Designer Compliance Fields](/v1/docs/sql-designer-compliance-fields)

[Logic Block Fields for Compliance: Itemization, Validation Notice/Dates, In Window Contacts, Restriction and Preferred Contact](/v1/docs/logic-block-fields-for-compliance-itemization-validation-noticedates-in-window-contacts-restriction-and-preferred-contact-3)