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Trail Updates 17/09/2021
Erica Danielson avatar
Written by Erica Danielson
Updated over 3 years ago

Calculator Updates

  • SBS calculator has been updated from V10.4 to V11.4.

  • Sovereign Calculator v.1.60 is now working well! These following areas had bugs which are fixed: Student loans, Dependents, Expenses fields incl. Body Corp fees, Boarder income.

  • ASB Calculator is still in its final testing phase. We are currently liaising with ASB to resolve some issues found within the calculator.

Bug Fixes

  • New lending to Westpac - the default servicing rate is now updated in Trail to be 3.55% and will pull into the calculator as such.

  • We have now put in measures to prevent duplicate email attachments from appearing in Documents.

  • Updated wording, 'Interest Free Years Faster' to “Debt Free Years Faster”, in the client portal Mortgage Repayment Calculator.

  • Deleting a company / trust contact will now behave in the same way as when you delete any other contact.

  • Fixed an issue where Automations would create activities linked to opportunities that did not exist on a profile.

Improvements

  • Improved the overall speed and reliability of the software through an infrastructure change (Parallo update from last weekend).

  • Improved how the Trail email integration scans email folders that have a large number of emails.

  • Updated the front page for PDFs produced by Trail for clearer wording regarding FAPs and Licensing.

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