21 January
Ongoing fees shown in Deals > Compare products > Account keeping fee & Package fee are displayed correctly as "Ongoing annual fees" under the "Product comparison" merge table;
Loan account number in Summary tab in deals is now working properly and every new edit is saved successfully, where Lender reference number can be edited only after Submission;
In the Compare product tab, total cost short term 3 years is now calculating accurately;
When the second user changes deal ownership back to the first user, the first user can update Client profile and Broker tools without any issues;
Email can now be sent from a Company contact;
When scenarios have multiple securities and splits we can successfully select different Security for different splits;
Issue with document creation in deals is fixed;
"Copy email to notes" option is no longer greyed out for settled deals;
Important content section in Deal view is not showing unfitted content any longer (e.g. all notes added to a deal instead of only the ones which are marked as important);
The Preview file option in the Deal > Home Loan > Funding worksheet tab is visible once a file with the Funding sheet label is added to the deal;
The same Preview file feature is available in Compare products tab for uploaded or created documents with Product comparison label;
Product search is working properly when multiple lenders are selected;
Files uploaded from Client Portal via Required documents can be bulk downloaded without issues;
"Deal state" option is again visible in the drop-down menu for "All" and "Any" deal filter conditions;
In deal Overview tab, users are able to see up to 10 checklist items, instead of 3;
Issue with sending emails using the Quick actions > Send email option is fixed;
When sending emails as "myself" (not a deal owner) will no longer show the emails being sent from the deal owner instead, but rather the sender himself;
In a deal with a contact person and company applicant, merge key {@brokerToolsTablesSecurityDetailsComplex} - name of Entity contact is now visible for Security ownership table complex;
When a task is added to a deal, it is now recorded in the Deal > Activity log;
In the deal analytics and action window of an archived deal, an "Archive" button is renamed to "Delete";
After restoring an archived deal, the deal analytics and action windows refreshes to showcase the active deal Summary view;
Issues with the contact type where deals could not be edited or saved are resolved;
In Workflow view, users are able to click on 'Binoculars' icon on every ticket and see Deal view summary with some new actions;
Newly added deals are now appearing in workflow stages in real time;
Newly created deals are appearing at the top of the stages in Workflows, regardless of the deal name;
When "&" or apostrophe are used in the email subject field, it is now displayed OK in received email without additional letters and signs;
Filters made in one organisation are no longer visible in all other organisations;
Issue with sharing Client Portal is resolved;
Calculation for 'Rental income' in {@brokerToolsTablesSecurityDetailsComplex} merge table is fixed. All income frequencies are now correctly recalculated to show monthly values;
Deal and Quick tools Funding Worksheet tables have been updated to dynamically hide rows with $0 values;
Loan purpose table is printing correctly now;
Quick tools Maximum borrowing table has been updated to include only the following columns: Lender, Amount, Net Surplus, and Product Rate;
Merge keys used in the Subject field of an email are working correctly;
When creating an automation under Settings > Process > Automation, the fields Deal state and Deal's color for 'And it matches any of these conditions' section have functional drop-down menus, and values can be selected without any issues;
New ability to reset User accounts under the User management Section in Settings;
In Enterprise Settings under the User management tab, search is now returning results when trying to search for a User/identity;
When creating a new organisation and choosing currency in the drop-down menu, there are no duplicated currencies any more;
Dates in Summary email notifications are now formatted correctly;
Length of lists in Settings is increased from 25 to 50;
The same workflows, deals and contacts no longer appear multiple times in search based on the number of team members in each one of them;
Team member+ users can search for deals, contacts and tasks that are not assigned to them without any issues;
Users with assigned Team member+ roles are able to successfully edit Client Profile and Broker tools in Deals that are not owned by them and where they have not been added as members;
New Contacts Change owner and Task Assign to bulk options;
In Asset Finance deals, under Asset Finance Tools > Finance proposal > Pricing, the fields Base Interest rate and Interest rate are now displayed in percentages;
Equifax is again fully working in Asset Finance deals;
Now when date of contract is manually selected in Quick tools Funding worksheet, on printed documents date no longer goes one day back;
Non-owner users can now send deals to Flex without getting logged out.
