Front Desk Team Only
[RETIRED SECTION] Release Notes
- Questions tab: Some answers were still requiring review and confirmation from producer even after completed.
- NIPR Tab: Resident address was not validating in some cases.
- FINRA reports would not import due to updates on FINRA website.
- FINRA search criteria updated and enhanced.
- Single Sign On (SSO): issues with conflicting parameters being passed.
- Appointment Requests: updated logic to allow carrier-specific questions answerable by GA when called for.
- Appointment Requests: updated logic to not allow appointment request by administrator if producer profile is missing signature on file.
- Appointment Requests: Default non-FMO-specific schedule is displayed on 4th step of request if EU reopens existing request.
- Training Tab: Problem with auto-filling 'Broker-Dealer' field in the "FINRA registration info".
- Add Producer: Update to how system handles when BGA administrator attempts to add producer whom is already added to the BGA.
- Reports: User interface issues related to on screen controls.
- Contracts tab: EU cannot add new contract if there is at least one for the same carrier, even with different Agent Number.
- Producer profile: History tab > Employment history is less than 7 years in some cases.
- Agency Setup: Affiliations list sorted alphabetically.
- User Interface input update for email, phone and address on NIPR tab.
- Automation of bootstrap version logic.
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