Release notes 2nd September

Development Period: 10th August – 1st September 

Release Date: 2nd September 2020 

For the two months our development team have been working hard on a number of new features yet to be released. These include: an Office365 integration, the Notification Centre and the new Best Interest Duty compliance workflow. In this time, a handful of new, smaller features and enhancements have been deployed. 

All updates for this release  

• An opportunity quick view slider has been added in CRM – for more info click here

• The Doc Centre in CRM can only be sent to primary applicants, applicants and guarantors 

• A refresh button has been added to the Customer Centre tab in CRM 

• A user will be able to preview a questionnaire in CRM even when there is no contact in the opportunity 

• The age will show next to the date of birth on a person record in CRM 

• In CRM, when stamping a note or the notepad, the stamp will be created on a new line 

• In CRM, a user can preview the Customer Centre without sending the invitation first 

• 'All opportunity types' can be selected in the opportunity type selector in the CRM settlement report