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Release 7.12.0

Release 7.12.0

Go Live: Oct 12, 2022

Ticket #

Summary

Description

Area of Impact

SD-39755 

Assets -Package Revisions

When updating an 'Advisor' contracting package, agreements or documents added to a package that has more than 1 revision results in: 

  • duplicate documents/agreements appearing within the package
  • duplicate documents/agreements being pushed to associated contracts when functionality to 'push revisions' is used

This has been resolved

Assets -Bug 

SD-37617 

Licence and E&O Expiry Notifications

Apexa will not longer send out licence expiry notifications to advisors if there is a pending licence (for the same province) or E&O uploaded on the advisors profile

Enhancement 

SD-39743 

 

Performance Improvement -Searches

Implement performance improvement for the following searches: 

  1. Search>Emails  
  2. Search>Contracts 
  3. Search>Banking Information 

Performance 

SD-39857 

Data Fix

Execute Data Fix to revert incorrectly merged contract 

Data Fix 

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