Latest Updates 🧊 August 12th 2022
Improvements
Added the ability to select assistants for all product automations.
The FRR renewal date will now auto-fill when winning a mortgage opportunity.
Bug Fixes
Fixed an issue with expanding certain email threads on client profiles.
Email template merge tags will not pull through names for clients marked as deceased.
Fixed an issue with certain information not syncing across from Trail to ActiveCampaign.
Fixed an issue with certain email notifications not being sent out.
Fixed an issue with downloading certain PDFs.
Calculator Updates
We have updated the BNZ calculator to version 12.9.