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)
Pagination is now available when searching clients using a Wealthbox CRM connection
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