Updated the default woring in the Proceeding with Recommendations section of the SOA:
​"I/We agree to future reviews of our insurance, the first review being offered on _______________. I/We also agree to receive emails from time to time as part of our ongoing relationship. "

Added the ability for end users to add in all forms of companies, not just LTCs.

Fixed an issue that caused instability in PDF generation.

Fixed an issue where certain profile sources did not appear as selections for the Advanced Filter.

Fix has been put in place for assets and incomes to show in a mortgage application even if the client is marked as unspecified.

Fix has been put in place to allow any document placeholder to be removed.

Fixed an issue with the Add Complaint button at the top of profiles.