Release date: 02/07/2021

The team is hard at work on a range of new features and improvements throughout the platform. This week, the team has been focused on a number of initiatives not quite ready for release yet.

CRM:

fix 

• In the product section of the Summary of Requirements and Credit Proposal, there was an issue where the repayment frequency was not being merged correctly. This has been fixed, with the repayment frequency being merged in the document.

Client Centre:

Updates 

• In the assets section of the financial profile, the list of assets now matches the Assets - Other section of financials in CRM, giving you a more accurate representation of your client's financial position. 

Admin:

Updates 

• In the General Documents and Merge Templates tabs of Documents, a download button has been added to the grid. This will allow you to easily download documents stored in each tab.