Patch 9.5.4

Esign

  • Fixed an issue where custom Signature Expiration and Signed Download Expiration were always using the defaults and not respecting the Template Overrides.

Minor Updates and Fixes

  • Added ability to do Sync Live Agent Ingroups from Single Edit User Section.
  • Added Ability to change Contact, Dependents, Notes Tab Labels on Contact form (Policies was already Possible)
    • Setting is in Settings -> Options under Contact form. Look for the Sections that says “{Seciton} Label Plural”
    • This was primarily done because it is very difficult for some Agents in some Agencies to understand that Member and Dependent mean the same thing.
      • Not like they would bother to also learn how the “Exclude from Policies” dropdown works on the Dependent Form.
        • Imagine if they were to figure out the way TLD Automatically Calculates Beneficiares for you based on Dependents entry ( Count of all Included Dependents + 1 for the Primary Contact ), vs Dependents Calculation ( Count of All Dependents ).
          • Unfortuantely this is not the world we live in.
  • We are now trimming Whitespace on Custom fields that are strings due to Agent inability to copy paste anything properly, ever.