We have another round of bug fixes this week & a few small improvements!
Main Areas affected: BNZ Calculator update, Documents, Notifications, Product Summaries, and Quickforms.
Bug Fixes 🦗
Email notifications were not pulling through; this is now fixed.
We are still monitoring this so please do let us know if you experience missing emails.The BNZ Calculator was updated to the most recent version.
Documents; uploading and rotation issues were fixed.
Fixed images appearing zoomed in within final applications.
The default policy schedule kept showing Weekly even with different payment frequency specified - this is now fixed.
Lending Summary no longer shows archived mortgages
Statement of Position download now includes household & dependents information.
Quickform completion email & summary notes on timeline is now working again.
Fixed the “Other” Insurance Policy type to not merge covers between different providers.
Improvements✨
Upon creating a new profile / contact there will now be a check to see if this email exists already in your organisation.
You can create & assign opportunities to advisers of other expertise (insurance or mortgage), even if you don’t have access to that area of Trail.
Project Updates
It is finally drawing close - the new Email Management system is set to launch next week! ✉️
This will mean a pause on a usual bugs & improvements updates next week, but we will still be fixing wider urgent bugs!
We will be soon updating our software to a faster framework 👍