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Changelog 22/03/2021
Post-March 15th Bugs:
- Proceeds from Sale was not automatically calculating - this is now been fixed.
- Issues with copying timeline addresses not pulling through emails - all working now.
- Logo placements in downloaded PDF documents produced should allow space for logo without colliding with heading.
- PDF Style Colours were defaulting to black for some, now this is fixed.
- Spelling errors - under Loan Structure Breakdown, Signature & confirmation page for Mortgage Recommendation - fixed.
- Mortgage - Repayment amounts were not calculating; this has been fixed.
- Mortgage - certain rates not selectable in recommendation page.
Pre-March 15th Bugs:
- Now only properties with rental income appear in the 'Monthly Rental income' section of the Fact Find download.
- Lodging complaint through pipeline: the info modal keeps loading but does not confirm it is done. This has since been fixed.
- Fact Find area of Medical questionnaire & downloaded FF: wording changed to 'smoked or vaped' in past 12 months.
- TSB added as banks with LVR maximum of 60% for non-residential lending
- Policy importer: "Sovereign" renamed to "Sovereign/AIA" (for the BDM request option) which reflects the post-merging of Sovereign with AIA.
- Mailchimp Merge Tag that was CDOB (client date of birth) is now called
New/ Improvements:
- In Reports, under "Opportunities Currently Assigned" tab - there is now a Pipeline export: this downloads an excel file with all your current pipeline information including:
- Which Pipeline (by the sheet tabs)
- Opportunity Stage
- Number of days in current stage
- Opportunity Value
- Date Opportunity was created
- Opportunity Lender (if available)
- Profile opportunity is on
- Key Contact of that Profile
- Opportunity Owner/ Assigned t