Added a Download All button to the Documents tab. Click here to learn more 🎉

Changed the name of the sender of an email from Trail to match the name of the Trail account.

Added an option to mark an activity as Urgent.

Fixed an issue with the email pop-up not appearing when sending a Fact Find invitation or Quickform invitation.

Fix has been put in place for the correct opportunity owner disclosure to be attached to the complaints acknowledgement email.

Fixed an issue with not being able to delete an interactive mortgage recommendation page template.

Fixed an issue with exporting products from the Products tab.

Fixed an issue with the Westpac servicing calculator not pulling through the updated rate into the Funding Details section.

Fix has been put in place to allow for student loans in the SBS calculator.

Fixed a visual issue with the view of the "Need Help" button in the client portal when used on a mobile.

Fixed an issue so the complainant details are now showing on a Complaint Summary PDF if an adviser created the complaint on behalf of the client

Fixed an issue with the insurance API incorrectly reverting back to the original amount after a user alteration.

Fixed an issue when the orange indication of a missing item did not work in all circumstances.

Fixed a layout issue when navigating client profiles on smaller screens.

Fixed an issue where certain headers and footers were not generating on all documents from Trail.

Fixed an issue with selecting standalone acceleration for Life Cover Buy Back within the recommended cover.

We have updated the Co-Operative servicing calculator to V5.3.