Release 68 (2023-07-28)

About

This production update is scheduled for release on Friday, July 28th, 2023.
This release does not target significant API changes for our enterprise customers.

Quik! App Updates

New Features

• Users will now be able to edit Financial Professional records that have been created when the Personal Office Email is the same as the User’s Username/Email

• Financial Professional Prefix field will now prefill on forms if present

• Financial Professional License Numbers are now available to be prefill on forms from the ‘Add People’ screen

• ‘Finalize' screen will now remember the most recent ESign Connection used (if no Default selected in Settings)

Resolved Issues

• Fixed an issue when using ‘Save Template’ and ‘Load Template’ within Field Mapping Tool

• Various UI fixes for Client Vault

• The ‘ESignable’ value of ‘Recent Forms’ will now display correctly