Release Notes - 17 August 2023
We made the following improvements in this release:
- In Buildings & Contents, a Status can now be changed after being set to Completed
- We made some user experience improvements to the Multi-Benefits section including renaming fields and improving placement
- We have addressed the issue with Demands and Needs where under ASU
- Preferred payment period was not saving
Release Notes - 24 August 2023
We have made the following improvements in the latest release:
- An outstanding mortgage amount of '£0' can now be added
- The Outgoings page now filters Clients based on the case dropdown
- We resolved an issue where different Income and Gross Salary details were being captured in the FactFind PDF and Adviser Portal
- We resolved an issue with the Data import where for Mortgages, there was an incorrect validation error on the 'Offer Issue Date' field
Comments
Please sign in to leave a comment.