Latest Updates 🦁 July 7th 2023

MAJOR UPDATE 🟢 Activity Checklists have been added to Trail! Click here to learn more 🎉

Included a link to the client profile in all notification emails for Fixed Rate Reviews.

Change the ASB Calculator Matrix mapping for Alcohol & Nicotine to match the updated calculator.

Added all KAN Lenders to the dropdown for missing commissions reporting (KAN Organisations Only).

Fixed a bug causing the Commission Button to not display on certain pages (KAN Organisations Only).

Corrected an issue where cancelled users were able to be assigned to opportunities.

Fixed an issue where the condensed policy schedule was picking up extra information as opposed to the default policy schedule.

Fixed a bug causing uploaded documents to show as being "-1 Bytes" in size.