Here's a summary of the things we've been working on in the last few weeks

We're going to be rolling out the latest version of CFS today, should you have any questions about these new features or how bug fixes have been implemented please contact daniel@durell.co.uk, or create a support ticket at support.durell.co.uk.
 

2020-08-11 (v4.7.0)

• NOTE: The "copy as new quote" feature on the admin dashboard now automatically invalidates all data within the quotation to prevent you from jumping directly to the results page. This decision was made to ensure data accuracy in duplicated quotations.
• Major You can now choose to show the datafeed only or MI only on the renewal and policy dashboards. Selecting an MI only view will render the page akin to a "dashboard" which can be viewed on TVs or shared screens in your workspace.
• Major You can now optionally choose to treat SMS errors relating to missing/incorrect phone numbers as "successful" when running the renewal reminder automation procedure to prevent them being reattempted and clogging the reminder feed.
• Major You can now choose which Durell sub-folders to display on the documents module on a profile level and can display the CFS global documents in a separate setion with it's own (user-definable) header. 
• Major Added search function to the enabled users report. This allows you to find users by their search name, user record or email and subsequently see which profile they are assigned to, review their activity and further reset their password should the need arise.
• Tidied up the policy & renewal treemap "quilt" by improving the design of the legend. The heatmap colour scheme is now fully functional on the renewal dashboard and will display growth of the policy YoY in green (+) / red (-) colours.
• The policy dashboard header will no longer have an empty space when the quilt is not shown.
• The user record is now displayed as "N/A" on the admin dashboard card when the client hasn't been created in Durell yet (was previously showing an ID).
• Added new preset timeframes for the filters - This year, last year, YTD, Month before last and Month after next.
• Improved efficiency of the admin dashboard queries when using the TakeUp date type.
• The transactions report when filtered to failed transactions only will now include stalled rows, too.
• The cancellation preview report now contains final instalment amount when paying on instalments.
• The QuoteDate field can now be used as a trigger in the matrix.
• Added a new Excel escaping option for fields starting with zeroes (for example telephone numbers) to prevent Excel treating these as numeric cells.
• Exports opened with Excel and resaved should no longer save as tab-separated values (the consequence of this is that any £ symbols in the export may look a little strange - please contact us for help should this affect you).
• Cancellation MTA values are now correct in Durell when applying fees during the cooling off period to policies with broker fees.
• Comparison report no longer errors for some schemes,
• Added new question set elements for full width boxes notices (when attached to full width parent fields) and half-width dropdowns.
• Tidied up header and loading screen on all quote pages.
• Applying an override to a discount ARF now works as expected.
• Taken up addons at renewal no longer incorrectly set the Rebroked flag.
• MTA's posted when the original policy started on the 31st of the month will no longer create extra instalments.
• Shared filters are now correctly ordered in the dropdown.
• Downloaded attachments from the admin dashboard on iOS are now named correctly.
• The monthly premium option on the results page is now rendered nicely on small devices.
• The admin dashboard now works on iOS / Apple devices.
• EDI messages in XML format now correctly encode values from select fields within lists without distorting the value in the matrix or documents.
• Message loading optimized when using the new email notification override function.
• Fixed EDI bug when using policy duration and JSON format (whereby the field was incorrectly showing as the string literal "Json")