Latest Updates π 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.