Latest Updates 🦃 November 25th 2022
Improvements
Improved the way the Insurance Fact Find where you need at least 1 'Life Assured' to progress to the Households section later on, in order to make sure the Cashflow section is able to be filled out.
Improved the way that saving comments to the Activity works, by making sure the "Save" button shows when the comment is saving and making sure you can't make another comment during this time, to avoid duplication!
Bug Fixes
A fixed has been put in place to the footer on the KAN declaration
We have added an application 'Reference' text field in the Opportunity Summary page for reference numbers
Fixed issue where multiple Automation triggered activities were created for Investment Servicing.
Fixed issue where you cannot deselect a removed contact from being in a household on the profile.
Calculator Updates
We have updated the ANZ servicing calculator to V8.0
We have updated the ASB servicing calculator to V1.83