Changelog 01/10/20


  • Improved some formatting in the expenses area on mobile devices when going through a mortgage or insurance fact find.


  • Fixed a bug where nothing would appear when accessing the ‘Integrations’ page under settings.
  • Fixed an issue where some mortgage applications were not being downloaded and only attachments were showing.
  • Fixed an issue on mobile where Trail would ask you to ‘Check email address is valid’ when sending a Fact Find link.
  • Fixed a bug when using Trail with Firefox where there would be no scrollbar appearing for stages with more than 10 opportunities.
  • Fixed a bug where winning insurance advice opportunities did not put an event in the timeline of the respective profile, nor remove it from the pipeline.
  • Changing PDF styles under insurance settings now accurately reflects the changes being made in the preview window to the right.
  • Fixed a bug where figures were not flowing through to the bank servicing calculators on mortgage applications.
    If you are still experiencing this bug, at the top of the ‘Funding Details’ page, simply unselect and then reselect the applicants and it should work.
  • Fixed a bug where you were unable to change profile ownership if you were using Firefox.
  • Long email addresses now appear in full when viewing the downloaded insurance fact find.
  • Fixed a bug where you could not access the PDF generated when a client completes a Quickform.