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Release Notes – v1.13.08 – 04/11/2022
Release Notes – v1.13.08 – 04/11/2022
Updated over 4 months ago

Advisor Portal

  • After completing your sourcing through Sourcing Brain, saved products are now retrieved by pressing a ‘End Session and Retrieve Products’ button within Smartr365. This removes the need to log-out of Sourcing Brain before products can be pulled into Smartr365.

  • Improved the display of field validation on the ‘Credit Commitments’ section of the Fact-Find to help identify what areas need to be resolved.

  • Resolved an issue that was causing an ‘unknown error’ to display on the ‘Credit History’ page of the Fact-Find

  • Resolved an issue where documents automatically retrieved from Uinsure on a linked case were being duplicated

  • Resolved an issue where the ‘Buildings Years No Claims’ discount was not displaying correctly as returned from Uinsure.

Client Portal

  • Resolved an issue where the Fact-Find field ‘Have you been a resident in the UK for more than one year’ was not saving and reverting to no entry

  • Resolved an issue where the ‘Saving Arrangements’ form was unable to be saved

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