Latest Updates 🌼 March 4th 2022

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.

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.

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.