Release 45 (2021-11-05)

About

This production update is scheduled for release on Friday, November 5th, 2021.

Quik! App Updates

New Features

• Quik! App Admins can now remove Public Bundles in the same way they remove bundles from their My Form Bundles. Admins can also edit the naming for their bundles as they change.

• Users can now edit SmartOffice CRM connections easier

Resolved Issues

• Fixed issues related to Redtail CRM field mapping

• Fixed an issue when attempting to open an account in Wealthscape

• Form Basket no longer empties unexpectedly when attempting to add additional bundles

• Fixed an issue during form launch where attempting to pre-fill forms using Wealthbox CRM contacts with custom fields caused an error

• Default CRM now displays as expected in Add People tab