2014.12.7.1168 Beta

1: New Step Guidance feature for creating a Debt management client. Click here for instruction.

2: User Permission option for new Step Guidance feature. Click here for instruction.

3: There is now a possibility to have an action automatically created from Payment Plans, in the Debt To Do list. Click here for instruction.

4: It is now possible to a Debt Client's dependents. Click here for instruction.

5: The Debt client asset section has been revamped. Click here for instruction on it's use.

6: There is now a possibility to block a User from viewing the Report Builder. Click here for instruction.

7: It is now possible to block Users from running custom reports. Click here for instruction.

8: The reporting menus have been decluttered.

9: A debt can now be associated with either or both of the client persons. Click here for instruction.

10: Debt specific merge fields have been created.

11: A new function for creation of lists using merge fields has been added. Click here for instruction.

2014.12.7.1171 Beta

12: It is now possible to block edition of the Claim Alt Ref field. Click here for instruction.

13: It is now possible to block edition of the Client Alt Ref field. Click here for instruction.

14: Questions now include currency symbols decimal points and comma separations for values greater than 999. Click here to learn how to use.

2014.12.7.1168 Beta

1: The Introducers Override Rate had been fixed and now alters the Offer and Billing tab correctly.

2: The error when spell checking emails has been fixed.

2014.12.7.1171 Beta

3: Editing the Client Alt Ref, now reflects immediately in the search screen.

1: The new search by address from the Royal Mail database does not work in the free versions of SQL as the size of the index is limited.

2: The Cancel All Run All button has been disabled as it was creating errors.

Our support for Microsoft Windows XP expires at the end of Dec 2014 - to continue benefiting from the latest releases of our software upgrade your version of Microsoft Windows by Jan 2015