Latest Updates π° May 27th 2022
Improvements
Added pagination on profiles with more than 10 contacts, substantially improving the load times for all large profiles. In addition, you may search through all of the clients on a specific profile only.
Added the ability to add hyperlinks in email signatures.
Improved then insurance policy schedule to have the option to include or excluded lapsed/cancelled policies.
Bug fixes
Fixed an issue with the insurance opportunity API being incorrectly calculated.
Fixed a bug where invitation links were able to be sent via business profiles.
Calculator Updates
The ANZ servicing calculator has been updated to V7.5.