The recommended cover section now does not reset after entering the fact find or needs analysis sections. It will now give you a warning that something has changed and that you may want to re-calculate.
Insurance claim opportunities now act more in-line with insurance servicing, and no longer take you to the fact find process when viewing it.
When managing opportunities, where an adviser is referenced it now looks at the opportunity owner and not the profile owner.
When viewing the summary of insurance products, anything listed as ‘Other’ now appears under their insurance premiums.
Draft emails are no longer being synced to the timeline.
Fixed some formatting issues when going through an insurance fact find on a mobile device.
When selecting specialists and tests cover under health in the needs analysis, it now calculates the cover required without requiring dental and optical or non-pharmacy drugs to be selected.
When creating an ‘Other’ mortgage advice type in the pipeline, the value entered now appears in the funding details page as well.
Fixed a bug that did not allow you to choose an opportunity type when creating an opportunity on a mobile device.
Fixed an issue where if you had a trust that was an owner of an insurance product, it’s full name would not appear on the summary.
Fixed a bug where adding ‘superannuation’ to the expenses in a mortgage fact find made it disappear.
Fixed an issue where continuing an old data import that tried to find a deleted policy would cause it to freeze.