09/08/2020: PensionPro version 18.104.22.168
This article contains a brief description of the tweaks and fixes in version 22.214.171.124
Tweaks and Fixes
Plan Cycle Filings: Resolved an issue where the 5558 date was being reverted back to a blank value after manually updating via Power Tools when connecting to ftwilliam.com. The 5558 date entered will now remain after connecting with ftwilliam.com.
Blast Email: Resolved an issue where the “Include All Plan CCs” value was not being copied over correctly when copying a Blast Email Template. The Include All Plan CCs value will now copy over successfully after copying a template.
Data Deletion Manager: Resolved an issue where users were unable to delete contacts successfully. Users can now delete contacts without error.
Project Templates: A warning message is now displayed when adding a Data Type to a Project Template that does not contain any Data Values.
Fetch: “Is null” and “Is not null” have been added as operators under the Deactivated On field in order to allow for filtering out Active or Inactive Contacts.