09/08/2020: PensionPro version

This article contains a brief description of the tweaks and fixes in version

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.

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