Latest Updates 🌴 January 14th 2022

We hope you're having a great start to the New Year!

Improvements

Improved the response time of the searching functions.
Added a feature to save an Interactive Mortgage Recommendation Template with other users in your Trail organisation. Click here to learn more.
You can now search for a profile if you own an opportunity on the profile but do not own the profile itself.
The Profile Export now includes the Product column.
Updated the wording across the client portal dashboard calculators.

Fixed an issue with saving Interactive Mortgage Recommendation Templates.
Fixed an issue with the Westpac Servicing Calculator incorrectly calculating rental income of properties to be sold.
Fixed an issue that caused the Activities tab to default to “All Time”.
Fixed an issue where the number of activities did not display next to the 'Overdue, Today, Tomorrow' tabs.
Fixed an issue where the ‘Date’ filter in the Activities page was not returning the correct results.
Fixed an issue that caused users to receive birthday notifications for deceased clients.
Fixed generation and formatting issues with the Statement of Advice.