Version 1.103.5 – July 25, 2022
NEW MAJOR FEATURES
New Plan Mappings UI
New ‘Manage Plan Mappings’ button on Proposal records for managing mappings between current In Force Policies to future Policies. (CORE AND PERFORMANCE PACKAGE FEATURE)
New Mass Delete Payouts Option
There is now the option of a new List View button for Mass Deleting groups of Payout Records without the 100 record limit. Contact us today to get this button set up in your org. (CORE AND PERFORMANCE PACKAGE FEATURE)
Our Commissions Application now includes new and improved functionality for tracking the commissions for services you provide your clients! (CORE AND PERFORMANCE PACKAGE FEATURE)
NEW MINOR FEATURES
Commission Entry Search Options
Searching for Policies in the Commission Entry tab now displays the Policy Expiration Date of each policy in the results.
Records in the Benelinx Application can now be viewed on mobile.
Commission Mapping Date Format
New Date formats added when creating Commission Mappings
Commission Payout Issues – Resolved issue where no record for Agency is created when logging a new Payout
Payout Account Field Blank – Resolved Issue where manually logging Payouts doesn’t autofill the Account field
Removed several deprecated fields