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Changelog 06/11/2020
- Improved
- Ben Krebs
- on 06-11-2020
Improvements:
- Updated TSB Mortgage Calculator
- Updated Pinned Notes styling to be more consistent
- Advisors now have the ability to move Policies, Investments, Loans, Notes, Activities and Emails to other profiles.
- Advisers can now manually send a Disclosure statement if their client does not log into the system before engaging in advice