NEW – Integration with NEXONE
- Please Contact Support if you are interested in learning more about this integration
NEW – Release Notes will now be in the Help Menu
- When the help menu is selected you will now have access to the New and previous release notes at your fingertips
NEW – A new Daily Folder has been created in the Reporting --> Deals Menu
- This will help with the grouping of reports and make them easier to find
- See screen shot for reports that have been moved to this folder
IMPROVED – 2 Sellers have been added by Default to the Listing Entry
We have defaulted 2 Sellers to the Listing entry for ease of listing entry.
NEW – Two New Fintrac Classification Questions have been added to the FINTRAC form
- PEP – Politically Exposed Person as been added
- HIO – Head of International Organization has been added
Additional Support added for New Banking upload Files
- CIBC EFT 1464 file format has been added
- Technicost CSV file format has been added
Bug fixes
- On the Deal Tracker Access page, the Lawyer Section was blank even though there is a Law firm entered – This has been fixed
- On the Credit Card entry form, the CVV code did not allow Zeros at the front of the number – This has been fixed
- Additional Dates have been added to the Deal Sheet and Listing sheet reports – Submitted Dates
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