Update protection cases with correct PrimaryAdviser when we refer Protection Adviser and the referral is accepted
Resolved the incorrect numbers displaying in theProtection Written/Completed and Total Written reports - Protection commission and split commission
Resolved the issue with ProtectionWritten/Completed reports - Protection commission and split commission – where split commission numbers were missing
Resolved the issue with a blank case/random dated is in the Protection Written/Completed - Date Policy Submitted
Resolved the issue where Protection commission report wasn’t returning all cases
Resolved the issue where the protection commission report numbers were not correct
Update the format handling of Fees and Reconciliation: Bulk Update - Invalid Fee type
Resolved the issue where the documents did not belong to client or their linked partner or the joint applicant
Mortgage to Protection Referral Report is now showing the referral in reports
Fees & Reconciliation: Protection fees can now be added after Completed status
Added 'Schedule a Call' button to Case Summary screen
Fees & Reconciliation: Resolved the issue where the Data Import can continue with invalid Offer issue date
Applicants can now be removed from cases regardless of whether documents have been deleted by the client
Resolved issue where Policy Type not cleared on removal of last benefit
Demands and Needs - Income Protection - Dual deferred Periods corrected on PDF
Resolved the issue where Employment History& Credit History not exporting to the FactFnd PDF on joint cases
Resolved the Multi Benefits issue where accordions were not opening if no benefits exist
Resolved the MailChimp error when loading CustomTemplates
Added the Income Protection Needs - DeferredPeriod dropdown Day 1 option
Updated over 4 months ago