Friday 12 December 2008

New Update for the 12th December 2008

Dear all

More changes have been uploaded today.
  1. Client Case Tracking available and formatted
  2. Introducer Case Tracking available
  3. Simple Reports Generating formatted PDFs
  4. Notes added to Client and Introducer Case Tracking
  5. List of cases filter not showing applications belonging to sub firms.
  6. Speed increase to list of cases
  7. Speed increase to list of clients

More to come soon.

Monday 8 December 2008

Bug fixes for 8th Decemeber 2008

Plenty of corrections and updates to http://www.i-mapx.co.uk this week.
  1. Prompt to copy Primary applicant's address details when creating a new client (FactFind).
  2. Provider name removed from insurance application as it is now catered for in the case summary.
  3. Fixed "Add Existing Client" window from fact find.
  4. Fixed problem with cases filter not showing applications belonging to sub firms.
  5. Loading methods added to major sections of the application e.g. List of Cases, List of Clients
  6. Major progress made on Briefcase section.

Friday 28 November 2008

28th November 2008 New Update

The fixes for the update on the 28th Nov 2008 are:
  • Secured Loans Link to send a PDF of the Fact find to the chosen secured loans packager. currently(Y3S Loans and 3-mc).
  • Contact Client Again checkbox added to the Client Summary.
  • Sales person and case processor can be selected from the case summary.
  • Remove client option in client Summary.
  • Simple Reporting complete and uploaded

Tuesday 25 November 2008

Updates for the 26th Nov 2008

Updates today are:
  • More fixes for the Client Case Tracking Login
  • A DropDown List added to each of the Case Summary pages that only shows the relevant provider by application type.
  • IDD now shows the correct address of current firm rather than master firm
  • Intermittent problems with login now solved by the 'unticking' of 'Enable native XMLHTTP' in the IE7 Internet Options Settings
  • Simply Report tools nearly complete.
  • More users and more banner ads added to www.i-mapx.co.uk

Friday 21 November 2008

Updates for Friday 21st November 2008

There have been a couple of fixes uploaded today.

  • the Office 2007 docx format is now supported in the document manager section.
  • the Buildings and Contents Link has been added to the Property Case Summary Screen.
  • the Case Summary has a button that allows you to send an email linking your client to the Client Case Summary
  • The Client Case Summary is now active.
  • Some users have been having errors to do with the SSL Certificate, we have discovered the cause and if future users have the same errors please call us on 01446 731 214

View all software updates here

Hi this is the first blog of the i-map x development team. We aim to provide you with details of every update that we perform on the software, found at http://www.i-mapx.co.uk

As this is a brand new FREE piece of software for mortgage brokers, IFA's (independent financial advisors) and Intermediaries it is constantly evolving. We would like to encourage contructive feedback that will help us to continue to develop the most usable and helpful system that we possibly can.

If you have any questions or problems please do not hesitate to contact us through the site at http://www.i-mapx.co.uk or call us on 01446 731 214.