Discover the latest advancements in AdvicePay's newest release. This wave of enhancements is now live in our app.
1. Admin: Fixed a bug where the previous clients could still be viewed after moving an admin to an advisor at a new office, specifically when the new advisor is a managing advisor. 2. Documents: Fixed a bug preventing the phone number from being edited for a client that had not yet signed. 3. eSign: Fixed a bug preventing the user from being able to select a document to send after updating an existing subscription. 4. Advisor: Fixed a bug where when changing a client’s advisor, a duplicate could be created if they were already a client of the new advisor.
The next AdvicePay release is scheduled for 2/12/2025.
Posted Jan 29, 2025 - 21:26 MST
This scheduled maintenance affected: Release Notes.