Release Notes - v1.13.41 – 16/06/2023 - Bug Fixes & Improvements

 

• 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