Trail Updates - 16/12/2023
Erica Danielson avatar
Written by Erica Danielson
Updated over a week ago

Improvements

  • Added a speech bubble symbol to activities that have notes within the activity, to better show at a glance that the notes are there.

Calculator Updates

  • Updated the ANZ UMI servicing calculator to V8.2.

  • Fixed an issue where Vehicle Insurance was not mapping to the correct category for the Westpac UMI servicing calculator.

Bug Fixes

  • Resolved all cases where a client may end up skipping the Title question in the Fact Find, resulting in the client not having a gender.

  • Fixed an issue with certain mortgage applications displaying the Funding Required amount as $000.

  • Fixed an issue with notifications not being sent when clients were uploading documents under certain conditions.

  • Fixed an issue with certain companies coming up as already existing in an organisation when they have not been created yet.

  • Fixed an issue with Provider Research documents returning after they had been previously deleted.

  • Fixed an issue with attaching a document to a note on a client profile.

  • Fixed text within the quickforms of Trail that incorrectly referred to the opportunity owner instead of the submitting adviser.

  • Fixed an inconsistency where the date a quickform was sent would be incorrect in the event that the user's email integration had broken.

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