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.