A software update was released to SHIP and selected SRS environments
Please note: Some of the features outlined in these release notes depend on configuration options. If you identify a feature from these notes that interests you, but is not currently available in your configuration, please contact Infoxchange on 1300 366 516, 03 9418 7487 or via email at [email protected]
Bug Fixes
Related person search fails when profile linked to secondary merged client.
- Fixed error on related person’s not displaying consistently after a client has been merged.
Payments – Funds – Missing year from timestamp in approval message.
- Updated the transaction approval request in Payments to include the ‘year’ information as part of the timestamp.
- Updated the transaction approval request in Brokerages to include the ‘year’ information as part of the timestamp.
Referral records appear as being updated by another user.
- Fixed an issue where the “This record has been updated by another user while you were editing” warning would display incorrectly when linking person to a referral and updating. The warning will now correctly, only display when a record has been updated by another user while you were editing.