Bug Fixes ☀️
Fixed an issue where emails returned to the timeline after being deleted. The 'Remove Email from Profile' button now removes the email from the profile but will keep the email in the Mailbox in case it needs to be reassigned at a later point.
Business profile notifications for activities have been updated to include the name of the Profile instead of the Key Contact.
Refining cover in the Policy Additions section of Recommended Cover now correctly pulls into the SOA.
Fixed an issue where the Statement of Position was showing archived Investment Products.
Fixed an issue where a solicitor phone number entered into a Mortgage Recommendation would not retain.
Some users experienced a bug where they cannot add 'Required Documents' to any profiles, this has been fixed.
The insurance variation reasoning for Income Cover was not pulling through for some users, this has also been fixed.
Outstanding Issue Notice
After you download the SBS calculator from Trail, there is an issue where it crashes when you tick off ‘First Home Loan’.
The nature of this problem is in the set-up of the SBS calculator spreadsheet so we are awaiting on a response from SBS.
Until we hear back, the best solution for now is to copy information from the downloaded SBS calculator from Trail, over to the calculator that you get straight from SBS.