Trail Updates 27/10/2023
Angel Chessum avatar
Written by Angel Chessum
Updated over a week ago

Latest Updates 🎃 October 27th 2023

Improvements

  • Added a "Quotemonster" field to the KAN Resources Tab.

  • Added an "Illion" field to the KAN Resources Tab.

  • Added Partners Life to the "Referral Partners Information" section.

Calculator Updates

  • Updated the KiwiBank Calculator to v53.

Bug Fixes

  • Fixed a bug that caused users to be unable to filter out deceased clients.

  • Fixed an issue with the Settlement Date in Funding Details.

  • Fixed a bug causing some users to not see opportunities in their Pipeline.

  • Corrected an issue causing a "Failure" message to pop up when merging contacts.

  • Fixed an issue causing the "Documents have been uploaded" notification to take a long time to pop up.

  • Resolved a bug causing the Trustee/Beneficiary/Shareholder relationship to not save.

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