Release 1.6.6. – 19th November 2021

  1. Fixed error with alert engine processing company event alerts.
  2. Made FCA number a requirement when saving adviser profile on Apricity side of system.
  3. Update to the company overview feedback alerts & emails so clicking on the link leads directly to feedback panel and the relevant document.
  4. Reimplemented the read receipts for tech queries.
  5. Added vulnerable check box and filtering to the client side and Apricity side of the system.
  6. Added the File Check Type to the Claimed and Unclaimed dashboard views on the Apricity side of the system
  7. Added Type filter to the Unclaimed dashboard view on the Apricity side of the system.
  8. Update internal sales dashboard charts to breakdown new clients by membership type & updated styling.
  9. Added a link through from the sales dashboard to the internal Adviser Management page.
  10. Updated styling for internal Adviser Management page and added filters for onboarded clients and trial tables.
  11. Added the ability for an adviser to specify if a file check is being uploaded as part of the Apricity Enable T&C scheme.
  12. Added an icon to identify those Enable T&C file check uploads on the Apricity side of the system.
  13. Added the ability for an adviser to specify if a file check uploaded is in relation to a vulnerable client. With the additional feature to then filter by vulnerable client file checks on both the client side and the Apricity side of the system.
  14. Removed loading error on the dashboard when accessed via Firefox browser.