General Enhancements
· Correspondence Screen has additional folders including attachments folder, template folder & Email addresses folder.
· Relation / Ownership Screen enhanced (1) to detail whether any alerts are set for returned MF’s and (2) add link to Filing Cabinets screen in Document Manager for instant document previewing
· E-Mail Bin enhanced to automatically convert attached documents as PDF files
· New Address Card Fields – Each address line is configurable at jurisdiction level to comply with regulatory requirements.
Administrator
· New entity type for Isle Of Man – New Manx Vehicle or NMV
Client Accountant
· A new Valuations folder has been added to the Analyses screen to store valuations per sub-ledger
Document Manager
· Show email details (sender / recipient) in search results
· Use 'sender' e-mail addresses to locate the Master File
· OCR Recognition from Bank Statements (1)
· OCR Recognition from Bank Statements (2)
· Allow Delete Task
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