Changelog 23/12/2020


  • Users with Active Campaign linked to Trail; issues of pipeline stages not updating to Active Campaign has now been fixed
  • Policy products are now showing the correct drop-down options of who the policy owner(s) are
  • Activities bug where the editable textbox was missing, has been resolved
  • Statement of Advice template was not allowing changes in insurance settings, now it is working


  • The commencement & renewal dates for policies were restricted to 10 years either side, now the range is 30 years either side.