Updates to The Gap Portal

Here's a summary of what we've released on 6 July 2018

New functionality:
  • The Pricing Matrix
Enhancements:
  • 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
Enhancements:
  • View the Working Files Inbox by 'All Documents'
  • Unique expiry dates for goals and actions on dashboard
  • Other minor bug fixes and enhancements
 

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