Trail Updates - 18/03/2022
Erica Danielson avatar
Written by Erica Danielson
Updated over a week ago

Latest Updates πŸ‚ March 18th 2022

Bug Fixes

  • Fixed a widespread issue where emails were not syncing since March 16th.

  • Fixed a widespread issue where some users with connected emails (to Trail) were unable to send out emails (e.g. FF link, Quickforms, Lender submissions).

  • Fixed bug where the main bank info from Fact Find was not populating the Statement of Position pdf download.

  • Fixed bug where you could tick off the Health Section in Needs Analysis without the excess amount selected.

  • Fixed but where sending insurance Fact Find from opportunity was loading forever.

  • Fixed an issue where phone number starting with "+64...." did not correctly populate an opportunities preferred contact details.

  • Fixed issue where FRR email notifications were still being received for archived profiles.

  • Fixed an issue where attachments uploaded to the lender submission email modal were not visually displaying as attached.

  • Fixed an issue where lender submission emails were not being.

Improvements

  • The 3 and 4 year income protection cover options have been removed from Trail.

  • Improved the Opportunity Report to not include opportunities from archived profiles.

Calculator Updates

  • ANZ calculator has been updated to v7.2.

  • Fixed issue where the rental income was mapping to wrong field in ASB / Sovereign calculators - it now maps to "Rental-S&P post 26 March".

Did this answer your question?