Latest Updates 🎃 October 27th 2023

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.

Updated the KiwiBank Calculator to v53.

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.