Latest Updates π΄ July 29nd 2022
Improvements
When doing a policy import and if the policy provider has changed, Trail will now suggest a new policy to be created in the system rather than updating the old one.
Bug Fixes
Fixed an issue that allowed end users to intermittently skip past certain required fields within the insurance needs analysis.
Fixed Active Campaign syncing issues with specific fields - all synced fields should show correctly now.
Fixed an issue where uploaded documents were momentarily disappearing and reappearing.
Calculator Updates
Updated the SBS servicing calculator to V12.4.