What's new

Folders:

Functionality to move SoA files between folders

Fixes and improvements

  • We have made the feedback form easier to use
  • Representative role enhancements - Any user with only a "Representative role", will automatically get assigned as the Financial Adviser when auditing a file. If the user is not in the ASIC database, or listed as 'active' yet, they cannot audit a file
  • 'Financial adviser exposure' dashboard widget have been revamped, so it can now be filterable, sortable, and exportable to CSV
  • 'High Risk Attributes' dashboard widget is now exportable to CSV


Image credit: Reef Magic Cruises

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