LendorKiosk Direct App New Features Added
We have another big release out for our LendorKiosk app. Please see the release notes below, and contact support@northteq.com if you would like to install the update!
Product Name: Plaid Direct
Release #
Release Date: 07/16/2021
Issue Fix Summary
| Reference # | Issue | Resolution Details |
| #387 | Clone Related | Clones opportunity with relationships and funding source records. Maintains original owner of the opportunity. |
| #389 | Net Value | New field on the funding source object the auto calculates the difference between the referral fee and commission |
| #393 | Fed Tax Id Added to Deal Entry Wizard | The field Fed Tax Id on the account is now available on the customer in the deal entry wizard |
| #395 | Documentation Fee Defaulting | New field ‘Documentation Fee’ on the customer account, which when filled in will default a fee record of type ‘Documentation’ on all newly created opportunities for that customer. |
