Preview option improvement in different deal tabs for files with relevant labels;

New 'Send email' option under Quick Actions;

Email to notes is restricted to sender being part of a deal/contact/task;

Merge keys are enabled for Note Templates and External Notifications;

Showing partner is not showing users anymore;

A labels list in Add/edit External Notifications template drawer is completed;

Users tab under Settings in no longer missing search option;

Adding files to deal automation is fixed;

RP data and Pricefinder are no longer automatically turned off after log in;

Sign in button in Partner Portal emails no more leads to Salestrekker login page;

Role change malfunction in child organisation is fixed;

Team admin, Team admin Ltd & Mentor can now add a new Partner;

Removed multiple identical products for Asset Finance lenders listed in the results;

Commission Upfront percentage is no longer showing in a merge table when value is 0;

When adding another split in the Compare products tab, the products of other lenders do not appear in the list.

Deal Activity Log has been expanded to include Client Portal and Partner Portal events;

Tagged users will receive in-app notification that they were mentioned in a deal/task note;

If only one scenario is present, the system will auto-select it;

Backchannel messages will be recorded in Deal Notes Tab and in the Deal Activity Tab;

Broker Tools items will also be inherited from root organisation;

Adding existing user in main root organisation no longer creates new identity;

Organisation and document logo, as well as avatars can now be changed;

Editing Required document template is saving;

Send Email automation is working well;

Combined PDF is fixed and can be created;

Glass's | If a vehicle is not found a message will be displayed;

Further Finance and Merge services bug fixes and improvements.

Next button is no longer greyed out when Important is selected as an answer for Variable rate type in Product requirements > Rate type tab on Client Portal;

Gateway accreditations are being successfully saved;

Adding gateway accreditation is now working for every user;

LoanApp is working fine in child organisations;

Saving edited/added additional user info is working as expected;

eSign | Signed document can be previewed and downloaded properly in child organisations;

When sending Client Portal invitation an error will pop up if the contact's phone number is in the wrong format;

'Email to notes' preview option for received attachments is functional;

Glass's fields are being automatically populated after we import the vehicle;

Further Finance service improvements;

Multiple split issue on Compare products tab is resolved.

New '2FA via Token' method;

'Copy email to notes' option, not only from Deal View, but also from Contact View and Task View;

Additional Finance service improvements;

Various bug fixes.

New roles and permissions: Team Admin Ltd, Team Member Ltd, Remote processor;

Merge service bug fixes;

Vigil new service engine bug fixes;

Automation bug fixes;

Finance service improvements.

Organisation appearance logo and Organisation document logo can now both be changed and saved successfully after initial upload;

Improvements with workflow inheritance - New team members and new stages can be added to the inherited workflows;

Files uploaded to Client Portal are downloading correctly;

Hard delete user data is working fine now;

Issue with adding existing users is resolved;

Various Client Portal bug fixes and improvements;

When creating an automation to send external notification(s) from a template, there is an option to define who the notification is to be sent to: all clients, primary client, guarantor(s), partner(s)/referrers;

Improvements to Finance service and Quick Tools calculations.

Client Portal | New features and additional bug fixes;

Under Client Portal settings users can add Flow steps videos, which will show up immediately upon first and every other log in to Client Portal;

Client Portal | Fixed issues with Asset Finance deals;

Changes to Partner Portal Settings;

Credit Quote documents can now be downloaded and opened successfully;

Various improvement to Finance service;

When creating the Required Documents Group, the field for required documents is now saving added values.

Client Portal | Several new features and bug fixes related to Home Loan and Asset Finance deals;

Partner Portal improvements and bug fixes;

Inheritance | Organisation Setup Enhancement;

Fixed issues with settling deals;

Deal Status | New options added and changed the existing;

Roles and Permissions | New Mentor and Mentee roles and, changes and improvements to the existing ones;

Posting to Commission System improvements and fixes - eScientia, Baseplate, Temenos;

Custom Fields | Various enhancements;

Automations | Expanded with new triggers and actions;

Automations are now working when new deals are created via Quick Tools;

When an automation is created with an action to create required documents from a template, the automation will now execute;

Users are able to assign clients and guarantors to documents, both in a Deal or through Client Portal;

Required Documents | Due Date bug fixes and enhancements;

If a user attempts to login with an incorrect password the service will respond with a sign in error message:

''Too many unsuccessful login attempts. Please wait XX seconds before trying again.''
Time required before the next login attempt is allowed will increase with every unsuccessful attempt.

Allowed 'Forgot password' requests are now limited to only 1 in every 5 minutes. During this time a message displays:
"A password reset has been requested recently and cannot be requested again for the next 5 minutes."