Important highlights from this release
- Advisor portal Portal interface enhancements allow users to easily customize the look and feel by modifying colors, logos, and fonts to their preferences.
- Client Portal users can now be restricted from editing, adding, or deleting attachments.
- The delegation feature now includes approvers and signees for contracts, available to both Contra and Client Portal users.
- Automatic email notifications will be now sent to the requester upon the creation of a request from the client portal.
- Introducing additional enhancements to the Lump Sum features, including Credit Note Prefix Customization.
- Users can now use their logos in system-generated Notification emails.
- Minor Bugs & Minor Improvements.
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