Release date: 28/05/2021

The team is hard at work on a range of new features and improvements throughout the platform. Most of the projects from last week are not quite ready for release yet, as such the release notes are a little slim. In the next week, we'll be sharing some more information on our new printable Client Centre summary, the ability to bulk download items from attachments, and the splitter that's been added to attachments, notes and tasks.

CRM

Fixes

• In Kanban, there was an issue where opportunities that are not included in 'My Workspace' were appearing in the Kanban when scrolling down the column. This has been fixed, with only items in 'My Workspace' appearing in the Kanban when the filter is active.

 Research

Fixes

• In the funding position, there was an issue where updating the LVR field would not automatically update the loan requested field in the overview. This has been fixed, with the loan requested field automatically updating when the LVR field is changed.