gettrail
Changelog
Log in
Roadmap
Changelog
Back
Changelog 22/01/2021
New
Fixed
Improved
Ben Krebs
on 22-01-2021
Bugs:
Westpac testing rate is now reverted to the current 2 year fixed which is 3.29%
Dragging on the pipeline is less sensitive now, so that it does not get in the way of just clicking on opportunity.
You may insert images (by copy & paste) into your email signature in settings.
Issues that comes at & after completing Insurance quick forms are now fixed.
Insurance quick form summary format has been tidied up in the timeline.
Improvements:
New Feature:
You can now set a default search filter (either e.g. always search profiles, or contacts, or archived profiles).
Now it is easier to check the Policy Management Status for an insurance product - tag is shown alongside the product now.
You can now toggle to show Profile Owner on the Activities page.
New lender options for mortgages: CFML and Funding Partners.
In the condensed insurance summary, the policy number is now included in the summary table.
Our text editors have been updated across Trail
Login
Account
×
Choose
Login
Register
Forget
Log in above
Sign in
Back to overview
Forget password
E-mail address already exists:
Click here to login.
Register
Back to overview
Reset password
Back to overview