Updates
- AML Assured Integration
- Listing: Moved AML tab to below the Contracts tab on a .
- Navigate directly to AML tab in Member Settings when connecting from AML tab on a listing.
- Improved the process for linking to a contract when viewing/editing an AML transaction.
- Added new transaction case statuses including Pending and Draft.
- AML transaction table and interface improvements.
- Trust party ABN no longer required field.
- Trust and Company parties now indicate actions required in AML Assured message with direct link.
- Contact phone or email now displays description in party contact details dropdown.
- Contacts: Added ABN, ACN, Subscribed, Title 1 and Title 2 columns to Contact export.
Bug Fixes
- Prospects>Properties:
- Non-contact owner name now displays on property detail page.
- Fixed page stuck loading due to date rendering issues on Properties table.
- Properties CSV export now exports all records, not just the current page view.
- AML Assured: Various minor tweaks and process improvements.