Improvements
Update Transact Bulk Valuation Integration to use NEW API
FINPLAN has been updated to make use of Transact’s new API that is used to obtain Bulk Valuations. There is no impact on FINPLAN users.
Enquiry Source Report Filter Improvements
The Custom Report Builder now allows you to filter the available Client and Enquiry Sources by those that are currently enabled. This update eliminates the need to navigate through all Enquiry Sources ever created.
Users with the Company Site Manager or Company System Manager permission can navigate to Settings > Configuration > Options > Reports, and choose from ‘Live + Enabled’ or ‘Enabled Only’.
With ‘Enabled Only’ selected, configuring a report will reduce the Client Source and Enquiry Source filtering to only include those enabled within Settings > Configuration > Enquiry Sources.
Bug Fixes
CSV Files Upload & Download
FINPLAN again supports the ability to upload and download .csv files.
