The following changes were made to the Quik! App on May 8, 2020.
Please be sure to log out, then log back into your account in order to see the changes.
- SmartOffice CRM integration for prefilling forms
- DocuSign legal disclosure is now turned on by default for signers (can be turned off in Admin settings menu in your DocuSign account).
- Redtail emails now prefills onto forms. If multiple emails are present for a contact, then whichever email is marked as Primary in Redtail will prefill on the form.
- Redtail Gender and Marital Status checkboxes now prefill onto forms
- All keyboard characters allowed for in new and reset passwords
- Updates to account management process
- Various UI improvements
- Various minor bug fixes