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Smartr365 Platform Enhancements ( 16/07/2021)
Smartr365 Platform Enhancements ( 16/07/2021)
Updated over 4 months ago

Platform enhancements

  • We discovered that there was an error occurring when users tried to import ongoing cases which had both a Buyer Type and Status of Remortgage. This has now been fixed

  • The Suitability Letter templates were showing as blank if a user had entered an empty new row into the Needs and Preferences section. We have solved this issue by stripping out these new lines before generating the suitability letter

  • We found that a lot of users were copying & pasting text from MS word which often contained embedded hidden logic. This was creating issues rendering the letter for a case which often resulted in a pop up error message for the advisor. We have been able to strip out this hidden rich formatting which has resolved this issue

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