Trail Updates - 09/12/2022
Erica Danielson avatar
Written by Erica Danielson
Updated over a week ago

Latest Updates 🎁 December 9th 2022

Improvements

  • We have put in place for Solicitor details to retain after editing and saving changes in the software

  • We have replace 'Company Name with the 'Trading Name' of the advisers business in the client portal for clients

  • We've extended the length that Activity Type names can be to a 128 character limit

  • We have added number of Ranking letters up to "F"

  • We have made massive system improvements in our notifications that are sent

Bug Fixes

  • Fix has been implemented to remove duplicate comments on activities where they were saving multiple times

  • Fixed further issue with clients not being able to login to client portal to complete a fact find

  • We have fixed the issue where "Property Insurance" in the ANZ calculator was populating into the Rates field - it is now going into "Home Insurance"

  • We have fixed issue with KAN function for Commissions - that when you raised a query, the settlement date in the confirmation email (for the query) was showing the day prior.

  • We have fixed bug with Mortgage Commission Report where the Opportunity Source column was incorrectly named,

  • We have fixed bug where the Mortgage Commission Report was showing the opposite information for Profile Owner vs. Profile Originator.

Calculator Updates

  • We have updated ANZ servicing calculator v8.1

  • We have updated the BNZ servicing calculator to v12.12

  • We have updated the Resimac servicing calculator to v7.0

  • We have updated the TSB servicing calculator to v5.31

  • We have updated the Co-Op servicing calculator to v5.4

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