Latest Updates 🌞 March 11th 2022

Updated the profile advanced filtering and export to include the Key Contact's DOB.

The Insurance Fact Find will now always ask for which people are in attendance once the People section has been completed.

Added a file size limit to signatures pasted into Trail email signatures.

Updated the profile export to include the Key Contact's DOB.

Improved the wording of the personal health question for the Insurance FF Medical Questions.

Fixed an issue where checkboxes were not displayed on the downloaded SOA under certain circumstances.

Fixed the loan product fields for Offset Loans to not include a Limit field.

Fixed an issue where the notes field in the Win Opportunity modal did not save/display in the mortgage product once the new loan had been won.

Fixed an issue where certain teams couldn't be deleted in the Users & Teams Settings page.

Fixed an issue where Referrer or Solicitor emails with capital letters in the email address automatically synced to the profile timeline.

Updated the BNZ UMI Servicing Calculator to V12.6.

Updated the ASB/Sovereign UMI Servicing Calculator V1.72.

Fixed an issue with the Sovereign Servicing Calculator incorrectly calculating the Total Mortgage Repayments calculation.

Fixed an issue where an after tax 'Other' Income type was not pulling into the ASB/Sovereign calculator correctly.