Release 68 (2023-07-28)

Owned by Ben Cortez
Last updated: Jul 29, 2023
1 min read

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

 

For help regarding Quik! Forms and the Quik! API
Email: support@quikforms.com | Phone: (877) 456-QUIK