Patch 6.5.12

Lead Documents

  • It is now possible up upload documents to the lead itself, alongside the policy documents.
    • You must have upload_documents permission, or verifier or higher to view and upload.

Bugfixes and Improvements

  • Made filters query faster. Uses Caching and 1 query instead of multiple
  • Allowed omnis to edit custom fields.
  • Made it so that when you update the name on a lead the title in the tab bar changes with it.