Version release 1.9.2 – User to select Holding deposit payment method
Subscriber can modify ‘Holding deposit’ payment method
January 2015
December 2014
Version release 1.9.1 – Link new-account holder to agreement + Deals
Ability to initiate a new subscriber account from within the agreements and deals screens. In essence this becomes part of the auto-search / add / link subscriber
Version release 1.9 – Deals
Ability to link/group Agreements and subscribers into a single reference; deals, projects and master projects.
October 2014
Version release 1.8.1 – LookUps + Drop files
Changes to finding an existing subscriber; via lookups and Ability to drop files
September 2014
Version release 1.8 – Certificate of Funds
The certificate sets out the monies held in trust and the terms and conditions for the holding of and disbursement of those monies.
August 2014
Version release 1.7 – Online subscriptions
All subscriptions and trading terms can now be accepted via the web.
Version release 1.6 – API
The API and sandbox environment are ready to clients
June 2014
Version release 1.5 – API
API internal documentations
Version release 1.4 – Email notices
Subscribers will now receive email alerts; transaction status changes and activity within their group
Version release 1.3 – Transaction layouts
Responsive transaction layouts; include view and print