Enhancement Release 12.9.0 -Contract Comments

SD-52659

Contract Comments -Multiple Attachments

Users can add multiple attachments to a single comment on a contract. Once attached, the supporting documents will be zipped into a file which can be downloaded from the system

Enhancement -Contract Comments

SD-61087

Contract Comments -Scroll Bar

The scroll bar in the comment section of the contract has been updated to be AODA compliant

Enhancement -Contract Comments

SD-62966

Contract Comments -Delete Documents

Users are now able to delete documents from general contract comments. Users are not able to delete documents or edit system generated comments

Enhancement -Contract Comments

SD-63458

Contract Comments -Deleted Comment

A placeholder has been added to represent deleted comments. The placeholder includes general information regarding the comment such as

• Date the comment was added

• Organization Name that added the comment

• Organization Name that deleted the comment

• Date the comment was deleted

• Comment type

• If Document(s) were attached

Enhancement -Contract Comments

SD-63941

Advisor Search -Compliance Questions

A type in question #16 has been resolved allowing for triggers and tasks to be generated for modifications made to this question going forward

Advisor Search

SD-62387

E&O

Allow special characters to be included in the E&O certificate number and policy fields. We have been seeing records added to the application with these characters included

E&O Records

SD-63722

E&O Integration