New Features

Improvements

• Added a refresh button to the linked product selection in the document editor to allow users to reload the product list to reflect immediate updates
• Added a checkbox to deactivate all upcharges on an option in the price guide
• Links in the main menu now can be easily opened as new tabs
• Updated DocuSign validations
• Visual change to the copy/paste buttons for pickers in document editor

Bugfixes

• Salesforce fields are now being properly cleared from the database when removed from the settings
• GroupMe settings now saving correctly
• Correct issue where Dividend Finance settings were not saving correctly
• Credit applications now copy when creating a new office
• Custom options now copy when creating a new office
• Corrected error messaging for certain uses cases of DocuSign

Deprecated/Removed

• Removed address fields from the customer search algorithm on IOS application