Trail Updates 04/03/2022
Erica Danielson avatar
Written by Erica Danielson
Updated over a week ago

Latest Updates 🌼 March 4th 2022

Improvements

  • KAN Approved Peoples Register will now update according to a user’s current Trail setup.

  • Improved user notifications for broken email integrations.

  • The Kiwisaver Contribution % of the income can now be selected by user or adviser in the Fact Find under expenses.

  • ‘Plain-text’ emails are now displayed correctly in Trail.

Bug Fixes

  • Fixed an inconsistency between the information displayed by an Advanced Filter and exported data.

  • Fixed an issue where new users could see other previously canceled user accounts in their initial account setup.

  • Fixed an error message caused by activities being deleted in certain circumstances.

  • Fixed an issue where certain signatures on uploaded documents were being blocked out.

  • Fixed an issue with archived profiles' incomplete activities notifying users.

Calculator Updates

  • Updated how the ASB servicing calculator maps Medical Insurance expenses. Any Medical Insurance expenses specified in Trail is mapped into the "Health / Medical / Funeral / Pet Insurance" field.

When integrating Trail with Mailchimp for the first time, please contact support to download a comprehensive Contacts list for an initial upload to Mailchimp.

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