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Release Notes - v1.13.41 – 16/06/2023 - Bug Fixes & Improvements
Release Notes - v1.13.41 – 16/06/2023 - Bug Fixes & Improvements
Updated over 4 months ago
  • 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

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