In this guide:

A user setting was created to allow for a default to be applied to the 'Show Cost Over x Period' field within the Source tab. However, following customer feedback, requests have been received to remove the default setting and instead ensure that this field is always defaulted to 0 on every search. This will then ensure that the correct number is entered for each new client.

Amendments have been made to the tooltips for New Search, New Client and Browse to provide a clearer description.

An error was received – Failed to load PDF document - when using the Print Compare function. This has now been fixed and is working correctly.

A bug was observed that if the user had added a custom Lender Panel and set this panel as the default, an error occurred, preventing any schemes to be displayed, when sourcing second or subsequent times.

It had been noticed that when applying filters for a client, but not generating an illustration and exiting out of sourcing, the Level 1 and Level 2 filters were not being retained. This has been addressed to ensure that all filters are retained regardless of what progress is made through the software.

When selecting multiple schemes over multiple tabs, the software was not totalling up the number of schemes selected adjacent to the Compare function on the toolbar. This has now been addressed and will clearly display the correct number of schemes chosen for comparison.

It was noted that the software wouldn’t recognise the selection of schemes across multiple tabs and instead would display an error on the first attempt. This has been corrected.

Rework has been made to the Show Withdrawn Products filter as previously it wasn’t displaying the products available.
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For Corporate accounts who have their own Product Selection Report displaying two tables, a bug has been fixed which ensures that the text under the second table correctly displays the sort order of the table when produced from Browse mode.

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