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.
 

2020-07-28 (v4.6.9)

• Major added a new treemap control to the Policy and Renewal dashboards allowing you to visualise data across 4 categories with multiple possible metrics, we'll be refining this in the coming releases, but if you want to try an early version please get in touch.
• Major you can now choose a different email address to send the notification email to when sending a secure message to a client via the web interface. 
• Corrected data for MTA'd policies in the Policy dashboard (this will no longer display MTA'd policies for the time being - these will be added correctly very shortly).
• Added transaction type filter to Policy dashboard.
• Major renewal invites at "decline" stage can now have their stage automatically updated within Durell when the period lapses using the renewal take-up automation tool.
• Added validation to filter names to prevent duplicates and added a prefix when sharing to make shared filters more obvious.
• You can now opt to hide valuation lines entirely within the old Policies module rather than just hiding their value.
• Updated Close Brothers insurer list.
• EDI take-up messages no longer prevent the transaction flow from completing (which lead to malformed data). Instead an enrichment is added and notification email sent prompting you to issue the EDI manually. 
• Tweaked new transaction status report to show failed transactions by default, open resume in a new table and fixed date ordering. 
• XML characters within field values are now encoded within EDI messages when using XML templates.
• Added policy invoice date to policy dashboard export.
• Post-search policy modals in the admin dashboard are now automatically updated when new enrichments/events occur, previously only the data feed events were updated. 
• Fixed bug that lead to the end date on exports not always being included. 
• Fixed bug that added extra blank lines to the endorsement HTML body in the Console.