Latest Updates 🥝 August 18th 2023

Major Update to Disclosure Settings 🎉 Click here to learn more 👍

Added a new page to KAN Resources for XE Foreign Exchange.

Added a warning pop up in the event of an Activity Type that is in use being changed.

Updated the system so that the Mortgage Recommendation acknowledgement email option is checked "yes" by default.

Updated the ANZ Calculator to v8.8

Updated the Westpac Calculator to V16Aug2023

Updated the Pepper Money Calculator to v1.6

Updated the Co-Operative Bank Calculator to v5.8

Fixed a bug causing FRR Automations to not run due to deleted users.

Corrected an issue causing active users to not be able to reassign profiles from cancelled users.

Fixed issue causing client addresses to not autocomplete.

Fixed a bug where Requested Documents reset (and add additional documents) after a client completes the Fact Find.

Fixed problem with the Trail Mobile View causing users to be unable to add notes.

Fixed a bug inputting the Westpac Test Rate into the wrong calculator field.