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
Releases