Improved the Advanced Filter to allow users to download a report without saving the filter.

Improved the Kiwisaver field in Expenses to retain the percentage value after a page refresh as well as display the value if it is different than the default.

Added a No Solicitor option within the mortgage recommendation section of a mortgage application.

Fixed an issue with Outlook (Microsoft 365) based email integrations intermittently disconnecting.

Fixed a visual bug in the Organisation Document Settings.

Fixed an issue with the wording of children's education cost not appearing within the Statement of Advice Document.

Fixed an issue with end users not being able to log into Trail due to email address containing '@' symbol.

Fixed an issue where the Fact Find medical question text box did not appear when you download the PDF.

Fixed an issue where an email address was updated in Trail but was not reflected in Mailchimp via integration.

Updated the Partners Life policy importer to only include in-force policies.

The ASB/Sovereign servicing calculator has been updated to V1.8

The SBS servicing calculator has been updated to V12.6.