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
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An opportunity quick view slider has been added in CRM – for more info click here
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The Doc Centre in CRM can only be sent to primary applicants, applicants and guarantors
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A refresh button has been added to the Customer Centre tab in CRM
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A user will be able to preview a questionnaire in CRM even when there is no contact in the opportunity
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The age will show next to the date of birth on a person record in CRM
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In CRM, when stamping a note or the notepad, the stamp will be created on a new line
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In CRM, a user can preview the Customer Centre without sending the invitation first
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'All opportunity types' can be selected in the opportunity type selector in the CRM settlement report
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