Release 62 (2023-02-10)

About

This production update is scheduled for release on Friday, February 10th, 2023.

Quik! App Updates

New Features

• Users can specify the Quantity of individual forms in the Basket and on the ‘Finalize’ tab.
  How to Launch Duplicate Forms

• ‘Default’ Financial Professional will now be automatically assigned to the Financial Professional 1 role

• New ‘Service Team' field available in ‘Current BD’ tab of Financial Professional Info

• Saved Forms will now display expiration date in ‘Resume Workflow’ pane of Home page

• SSO SAML Attributes CustomerClientID and CustomerAccountID are now available to be used with SmartOffice, Redtail, Wealthbox connections

Resolved Issues

• Checkbox Labels now display as expected when using ‘Quik! View’

• Resolved an issue when ESigning forms with SIGNiX when no Financial Professional role is present

Quik! Engine Updates

Resolved Issues

• Resolved a performance issue when using Quik! Forms Engine 'HostFormOnQuik' property

• Parameters now function as expected when using the /categories /dealers /states REST endpoints