We have fixed an issue where integrating an email could not display the correct error message.

Fixed the Contacts tab to swiftly update with the newest information of the Profile.

Fixed an issue that caused Provider Research documents to keep reappearing in the SOA even while deselected.

Fixed an issue with certain email attachments being unable to be previewed.

Fixed an issue where emails forwarded to the timeline address didn’t display correctly.

Fixed an issue where Referrers and Solicitors on profiles were having their emails pulled into the profile timeline. Only Participants and Dependents will have emails syncing on profile timelines.

Fixed an issue where opportunities would “bounce back” to previous stages along the pipeline.

Fixed an issue where uploaded policy & investment documents were able to preview.

Fixed an issue where Required Custom Documents weren’t being requested.

Document request emails now pull through the full reasoning for a document being rejected.

Fixed an issue where uploaded documents that were categorised wouldn’t flow through to the Required Documents section

Updated our bank interest rate feeds for the client portal

Fixed Other Income to flow into the ANZ Calculator in the Other Weekly Income field.