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.