Trail Updates - 01/07/2022
Erica Danielson avatar
Written by Erica Danielson
Updated over a week ago

Latest Updates 🍍 July 1st 2022

Improvements

  • Updated the importing process to auto search and sync any historic emails for a newly imported contact to the contacts profile timeline.

  • Updated SOA content for excluded cover to be consistent across all cover types.

  • Added a scroll bar to navigate long result lists when searching for profiles/contacts using the profile merge tool.

  • Improved the profile header UI to accommodate large profile tags.

  • Added a contact's age to the right of their birthday within their contact details.

  • Added 6 and 18 month rates into the Mortgage Interactive Page - Rates Comparison widget.

Bug Fixes

  • Fixed issue where finding existing profiles was taking a long time to load and no results.

  • Fixed issue where you cannot see all the attachments for a pinned note.

  • Fixed issue where you cannot toggle by open products.

  • Fixed an issue with revolving credit within a mortgage application.

  • Fixed an issue with scrolling through long lists of solicitors within a mortgage recommendation.

  • Fixed an issue with searching for older results on the profile timeline.

  • Fixed an issue with opening certain quickforms from a client profile.

Calculator Updates

  • Fixed an issue with benefits not flowing into The Cooperative Bank servicing calculator.

  • Fixed issue where personal loan rate was being multiplied in the Westpac calculator by 100.

  • Fixed issue where benefits do not flow through into SBS Calculator.

Did this answer your question?