01 Apr Release – 17 March 2016

Posted at 13:43h in Recent Updates by

Small changes including:

  • Bulk take-on process for groups
  • Bulk resignation process for groups
  • Improvements on client messaging
  • Statement improvements
  • Layout of Product screen
  • Cleanup of CSS
  • New member account details section

Bulk resignation process

Process created to handle large volumes of resignations from a Corporate RA type of product. Allow administrator to send bulk emails to advisers, employers and employees to help facilitate Resignations.

* Refer to your online Pivotal Tracker Project for a full list of changes and enhancements for the release.

Last Updated on 10 years ago by Walther