Daily Alert Methods now run fast and at the early hours to make sure you get the notifications you are after when you log into Trail in the morning.

Bug fixed where Trail notifications did not display client names.

Bug fixed where advisers where intermittently logged out of Trail.

Fixed some reported instances where Profiles or Contacts could not be merged.

Fixed issue with Interactive Mortgage Recommendation page where the client's signature did not retain.

Fixed issue where clients are unable to attach files to Profile Notes using Safari.

Fixed bug where the Activities page no longer shows related Opportunity Pipeline & Stage.

Fixed bug where the Insurance Policy documents were not showing the specified Branding Colour of the organisation.

Fixed issues where BCC timeline emails were not showing on the Profile Timeline.

Fixed many automation related bugs where servicing opportunities were incorrectly created by Trail - sometime relating to excluded products.

We have also gone in an archived the servicing opportunities that are most likely created when the above bug was around.

Fixed issue unable to highlight text in the Documents Request email modal and in the comments for files marked as "Incomplete".

Fixed narrow column widths for the Uploaded Files page in the Documents page so that you can see the file names and categories clearly.

Bug fixed where navigating between documents using the arrow buttons in the documents modal did not display the next document.

Updated BNZ calculator to v12.8.

Updated Resimac calculator to v5.09.

Fixed mapping for Westpac Calculator where Benefit income (before/ after tax) was not correct.

ANZ servicing calculator now maps Loan Term data and non ANZ existing mortgage information.

Bug fixed where the SBS servicing calculator was downloading with the incorrect file extension.

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