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Trail Updates 29/07/2022
Erica Danielson avatar
Written by Erica Danielson
Updated over 2 years ago

Latest Updates 🌴 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.

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