1: Users can now set an action to save historical attachments to a folder in PDF format. Click here for instruction.

2: The above feature, can use individual folders for different banks. Click here for instruction.

3: It is now possible to search for clients filtered by the second person of a client file.

4: The order of the Main ToDo and History list columns are stored after being repositioned.

5: There is now a config option to toggle the default state of the 'Include VAT' check-box in the offer and billing tab.

6: A different 2nd person/applicant can now be added to each claim and the relevant merge fields can be used in templates. Click here for instruction.

1: The '&' sign now displays correctly in SMS messages.

2: The Status Log is now recorded correctly and only makes an entry in the Log when the OK is clicked.

3: The Debt, Billing and Payments Tab now show correctly.

4: The Daily Automation function has been fixed.

--- How to Activate the Daily Automation Scheduler. Click here for instruction.

--- How to Authorise Daily Automation. Click here for instruction.

--- How to Add Daily Automation to an Action. Click here for instruction.

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.

3: The problems with the Auto Scheduler has been fixed.

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