Trail Updates
A better way to integrate your Microsoft Office 365/ Outlook emails to Trail is coming soon! Click here to learn more.
The ASB Servicing Calculator has been updated to V1.61. There is still a double up of the Kiwisaver amounts so please do check that when submitting.
The Westpac Servicing Calculator will soon be updated in Trail to V2.0.
Improvements
Improved the consistency between profile owner, opportunity owner, product owner, and submitting adviser.
Improved reliability & handling of documents in our database storage system.
Bug Fixes
Fixed an issue that caused certain Mailboxes to be unable to display Sent emails.
Fixed an issue with certain emails not appearing that were sent to the profile timeline using the Copy Timeline Address functions.
Upon creation of a new contact or new profile, Trail will now display a green pop-up with the ability to click and view the profile.