The following changes were made to the Quik! App on November 6, 2020.
Please be sure to log out, then log back into your account in order to see the changes.
- New Quik! View feature
- Wealthbox CRM
- New Account & Payment Status in the Billing tab
- My Data tab changed to Financial Professional Info
- Ability to add phone number in My Profile section
- Update to Create Bundles features
- New Account Status displayed in the top bar
- Change Billing Address in the Billing tab
- Iconography updates
- Fixed bugs related to subsequent saves removing checkbox changes
- Fixed bug related to empty date of birth field prefilling incorrectly
- Fixed bug related to delay in Recent Forms displaying at log in.
- Fixed bug related to Favorite Forms scrolling delay