Trail Updates 1/07/2021
Erica Danielson avatar
Written by Erica Danielson
Updated over a week ago

Bug Fixes 🐞

  • Fact Find links could not be sent out when new opportunities were created as there was a bug with the email address entered dropping out. This is now fixed.

  • The ‘Main Bank’ question has been re-added into the mobile version of the Fact Find.

  • The income fields were not working for the Resimac Calculator - this is now fixed.

  • Fixed an issue where the total premium amount was incorrect when the payment frequency was unspecified.

  • Fixed an issue where all clients were being shown as non-smokers on the downloaded fact find regardless of smoking status.

Product Summary Downloads:

  • Dependents can now be selected to generate a Default Policy Schedule for.

  • Investment Schedules now show investor's name.

  • Branding colours will now reflect in Insurance summaries.

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