Several user management bug fixes, such as archiving and suspending user/identity, and restoring user from the Archived tab;

Minor login process improvement;

Add new 'Import lenders' button under the Enterprise Organisations Settings for importing lender accreditation;

Billing issues are rectified and credit cards can be saved;

Newly created commission contracts are being displayed correctly;

Only Mentee user accounts have visible 'Assigned to' avatars now;

If there is no defined workflow type under the workflow settings, then any deal type can be selected when creating a new deal;

Personal documents, next of kin, and employment details are no longer being removed from the original deal after it's been duplicated;

All data are now saving properly under Client profile section;

New person/company contact can successfully be added and saved via Sidebar in Deals;

"Move to another workflow" option is now also available via deal tile;

Multiple merge keys/tables have been fixed and working;

The company logo is printed correctly in the merged Quick tools documents;

Bankstatements integration bug fix for "user code not found" error;

A new mentor functionality, the ability to have multiple mentors;

Mentee team admin and Mentee team member roles are saving successfully;

Mentee users are now able to request deal approval from mentors.

Automations will no longer be inherited from root to child organizations;

When deleting items from Template and Process tabs under the settings, a hard delete dialog confirmation box is now showing a correct entity name;

Add label fields are no longer showing in ’Change avatar’ drawers for users and contacts;

Address is saving fine now under My account settings;

Lender commission fields section under Broker Tools in Settings is visible again;

Remaining Stash issues and improvements;

Verification statements are completely visible when the Honey diversification opportunity drawer is opened, regardless of the screen zoom/aspect ratio;

Mentor approval process is being recorded as sms/email/in-app notifications and in Notes and Activity Log tab;

Credit Card and Overdraft section in Quick Tools/Deals/Client Portal has been expanded by adding a new "Repayment" field;

Both new and existing assets can now be added and saved properly in Security details tab;

Deal can now be moved to another stage from Deal view without any issues;

Text/options and checkboxes are fully functional and positioned properly under Needs & objectives and Product requirements tab;

Previous employment merge key is printing data as expected;

New notes and tasks added in Contacts are visible in Notes and Tasks tabs, and new notes added in Tasks are visible in Notes tab;

Client Portal employment star date can now be selected;

Second confirmation prompt has been removed for Client portal share.

Additional User management actions;

Stripe billing method;

Stash bug fixes and improvements;

A single identity now has one role in all organisations and sub-organisations, and changing roles in one will change the role in all of the organisations.

PAYG employments are now mapping over to AOL;

Overall risk score under Needs analysis tab is now calculating;

Previous address start date is now also calculating correctly;

Previous employment merge keys are correctly appearing in documents;

Refinance analysis merge fields are no longer printing even when application is not refinance type;

Contacts are now saving in a newly created deals;

When the user account is archived all contacts created by that user will no longer become deleted, but rather archived;

Issue with Client Portal invite is resolved;

Sending SMS to contact from Contacts tab is fixed;

Aside from the email notification, a toast message will pop up when the password is changed successfully.

When users are archived, their Deals, Contacts, Tasks, Quick Tools, and Automation where they are owners will be removed;

Identity can be archived or suspended by using toggle buttons. When identity is archived, archived toggle button will be turned on;

Identity can now also be safely unarchived;

Person/Company created by archived user or identity no longer can be added to the deal;

Stash download report option is no longer missing in the Property details section and the download option is also functional;

General issues with integrations are resolved and they can all be activated. They now remain activated after page refresh;

eSign insufficient credit issue is resolved;

Lenders commission values (upfront and trail) are propagating from root to child organisations;

Client Portal sharing option is fixed;

Further Finance service improvements;

Default board is now showing all "Open" deals;

All graph merge keys are now printed in documents;

Field values are no longer hard to see in Dark mode;

Incorrect spelling is fixed under the Asset Finance Needs and Objectives.

Novel Enterprise User management (User/Identity/Partner) Delete/ Archive/ Disable option;

Stash | New property search integration;

Added Lists Bulk actions;

Issues when users get logged out or are unable to choose identity when switching organisations are fixed;

User role malfunction bug fix;

Sending Bank Statements link from deals works for all users now;

All new deals can now be saved;

Deal options are no longer missing from sidebar;

After creating new documents in deals the drawer is now closing;

Switch/Refix is no longer missing from Change deal;

Employer details and current date merge keys are no longer populating blank;

When global notification settings status is changed, it reflects to all notifications in Updates and reminders section;

Sending SMS and Emails is once again working;

Merge keys added in email are containing deal data;

Asset Finance Commercial Capitalise fees selection under Needs and objectives is working well;

Newly added users are showing on the Users list;

New Finance service improvements.