Trail Updates 20/08/2021
Erica Danielson avatar
Written by Erica Danielson
Updated over a week ago

Emails

  • Improved email scanning to more accurately capture emails.

  • Emails are now captured in Trail with the correct date and time across all email domains.

  • Fixed an issue where emails appeared multiple times on profiles.

  • Fixed an issue where copying the Timeline Address into the BCC field of an email caused the email to take a while to appear in the profile timeline.

Insurance

  • Partner's Life Full application pdf can now be downloaded.

  • Notes on an Insurance Policy Product will now appear in the Default Summary Schedule produced.

  • Typo corrected during a failing Policy data import.

Mortgage

  • Opportunities under archived Profiles now do not appear in the Mortgage Commission Report.

  • Bug fixed; when winning a mortgage opportunity, the specified ‘Interest Only Term’ saves in the final product.

  • Fixed any remaining issues when merging PDFs in the final Mortgage Application.

  • Proceeds from sale amounts will show in Cash & Equivalent section whenever a ‘Property Sale’ is selected as the application type.

  • Repayment Frequency now shows in Mortgage Lending Summary.

Other

  • The Add Required Document button in the Documents tab is now working as intended.

  • Fixed notification bug, only notifications that have been opted in will send a notification to the user.

  • Visual edits for small screen view - threshold now at 1440px width.

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