Trail Updates 21/12/2023
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Written by Angel Chessum
Updated over a week ago

Latest Updates🎄December 21st 2023

Improvements

  • Added CC and BCC fields to custom email templates 🎉

  • Custom Email Templates are now set to Organisation access by default.

  • Improved the layout of the KAN Authority & Declaration document.

  • Added Craigs KiwiSaver Scheme to KiwiSaver Providers.

  • Added Fact Find Completed status and Pre-Approval Expiry Date as a search criteria in the Advanced Filter.

  • Added Valocity to the KAN referral partners in the KAN Resources tab.

Calculator Updates

  • Updated the SBS UMI servicing calculator to V14.3

  • Updated the Co-Operative UMI servicing calculator to V5.9

  • Updated the BNZ UMI servicing calculator to V12.18

  • Updated the ANZ UMI servicing calculator to V9.1

  • Updated the ASB UMI servicing calculator to V2.10

Bug Fixes

  • Fixed a bug where activities ordered by due date were actually ordered by their creation date.

  • Fixed an issue with the Kiwibank calculator.

  • Fixed a discrepancy in the visibility of certain disclosure settings.

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