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.