Automated Commission Retrieval from Allied Credit
We are pleased to announce an advanced feature that streamlines your workflow! The Finance Platform now has the capability to automatically retrieve commissions from Allied Credit and save them directly to the Finance Platform slide-out. This automation significantly saves time for users, eliminating the manual rekeying of commission figures.
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Automatic Inclusion of 2024 in Finance Log Date Selection
Changes have been implemented to ensure that the Finance Log now automatically includes the upcoming year, 2024, and removes the oldest year, 2021, from the date selection. This update will automatically occur annually in September.
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Enhanced Finance Log with Follow-Up Date
A Follow-Up Date has been added to the Finance Log slide-out, providing users with an efficient way to track multiple deals and receive timely reminders for follow-ups.
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- Users can now assign a Follow-Up Date to deals in the Finance Log slide-out. This date will also appear as a sortable and filterable column in the Finance Log.
- On the day of the Follow-Up Date, the assigned user for the deal will receive a reminder, ensuring timely follow-ups.
This improvement is designed to enhance deal management by providing a systematic way to track and act on follow-ups, contributing to a more organized and efficient workflow.
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Security Enhancement: Restriction to PDF Document Uploads
We are pleased to announce a critical security fix that has been implemented to enhance the safety of the application. Users are now restricted to uploading only PDF files. This security measure addresses a potential vulnerability that existed when users could upload files of any type.
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Resolved: Repayment Range Calculator Bug for Quick Quotes
The bug preventing the proper display of the Repayment Range Calculator during quick quotes has been addressed and resolved.
This fix ensures that users can now seamlessly access and utilize the Repayment Range Calculator within the quick quote processes.
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Resolved: Bulk Editing Error Display Issue
We're pleased to announce that a bug affecting the display of error messages during bulk editing has been successfully fixed. Previously, when an error occurred during bulk editing, the message explaining the reason for the error did not display as intended.
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