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Changelog 19/11/20
Fixed
Improved
Ben Krebs
on 19-11-2020
Improvements:
Opportunity owners’ Letter of Authority and Disclosure are now the default option, not Profile owners
When completing activities, ‘Mark as Done’ is now more visible when selected
Profiles where applications have been completed, without client's logging into Trail. Now have a ‘Send Disclosure Statement’ dropdown in 'actions'
Products and Timeline Objects (Emails, Notes..etc) can now be moved across profiles
Added a further confirmation when deleting a contact from your system
Bugs:
Fixed a bug where new users would be marked as ‘existing’ and the system would request advisors to send a request to join
Advisors can now search for an opportunity if they don’t own the profile
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