Updates to The Gap Portal
Here's a summary of what we've released on 6 July 2018
New functionality:- The Pricing Matrix
- Selecting a payment term and agreeing to the proposal terms are now required fields for electronic acceptance
- Total price of multi-service proposals now shows under Proposals Open on dashboard
- The NZ Specific 'Trust Review' bridge is only accessible by NZ firms
- Other minor bug fixes and enhancements
Known Issues
- Email signature image does not display in client emails if sent via 'Send to multiple recipients' or 'Send me a copy'
Previous Releases
New functionality:
- 14 day free trial
- Additional currencies
- Delete a completed proposal from Proposals Open area
- View the Working Files Inbox by 'All Documents'
- Unique expiry dates for goals and actions on dashboard
- Other minor bug fixes and enhancements