Release Notes- August 2024 #2

Release Notes- August 2024 #2

Hello everyone,

Please find attached the latest release notes documenting our new enhancements and fixes.
Key updates are as per below:

Enhancements
  1. Restrict access for attachments being deleted from a file note.
  2. Update fields within Fact Find > Income & Expenses > Liabilities

Issue Resolved
  1. Mapping Comminsure Total Care Plan Super.
  2. Defect in Transitions module.
  3. Omnium error message occurring intermittently.
  4. Error on home page when navigating away from ‘period filter settings’ dialog

Kind Regards,

Midwinter Support Team

    • Related Articles

    • Release Notes - August 2023 #3

      We're constantly working to improve your AdviceOS experience. Please find attached the latest release notes documenting our new enhancements and fixes. Key updates this release include: The Bank Account number is Masked for a user Fixed an issue ...

    • Release Notes - August 2023 #1

      We're constantly working to improve your AdviceOS experience. Please find attached the latest release notes documenting our new enhancements and fixes. Key updates this release include: New Recommendation - Establish Managed Discretionary Account ...

    • Release Notes - August 2023 #2

      We're constantly working to improve your AdviceOS experience. Please find attached the latest release notes documenting our new enhancements and fixes. Key updates this release include: Bulk action - allow bulk re-assign tasks C&C - Ability to ...

    • Release Notes- August 2025 # 1

      Hi everyone, Please find attached the latest release notes documenting our new enhancements and fixes. Key updates are listed below: AdviceOS Enhancements Added "Hard Delete" functionality to the File Note dialog Added ability to edit historical File ...

    • Release Notes- August 2024 #1

      Hello everyone, Please find attached the latest release notes documenting our new enhancements and fixes. Key updates are as per below: Enhancements Requiring multi factor authentication for user login Override Occupation now saves in Omnium Remove ...