Trail Updates 20/05/2022
Erica Danielson avatar
Written by Erica Danielson
Updated over a week ago

Latest Updates 🐞 May 20th 2022

Bug fixes

  • Fixed a bug where SOA sections were auto generating as excluded if the user selected to input their own calculations.

  • Fixed a bug where the completed Quickforms was always showing the "key contact" as the one who completed it.

  • Fixed an error message that was shown on the Fact Find under Disclosures.

  • Fixed a bug where 2FA codes were not being accepted.

  • Fixed a bug where the email addresses inputted into the CC and BCC fields in the Lender Submission email modal were not being saved.

  • Fixed a bug where policies were being deleted but returning after a page refresh

  • Fixed an issue where clicking Save and Next would intermittently not work on the Email Attachments tab in the Documents section of client profiles.

  • Fixed a bug where the Refined cover amount did not match the cover amount in the Recommended Cover table of an insurance opportunity.

  • Fixed an issue where emails did not appear to have been sent via the BCC/CC timeline functions in Trail.

  • Fixed bugs relating to Business profiles - tidied up the consistency in function so that invitation links are not be able to be sent from business profiles.

Improvements

  • Improved navigation of the Documents page for users with smaller screens.

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