• Introduced the "Manage Custom Document Types" feature, enabling users to add and manage custom document types within the system.
• Credit Info Reports: Add reports to show the number of enquiries in a period.

Enhancements:

• Business Client Reference: Added an "Address" field.
• Business Client General Page: Added a "Number of Employees" field.
• Client Creation: Improved the client creation process to allow setting the initial status ".
• FIC Results Display: Enhanced the display of Financial Intelligence Centre (FIC) results and associated timestamps for improved clarity.
• Client Summary: Improved the accuracy of calculations for "Next Amount Due" and "Total Outstanding" in the Client Summary view.
• MaxAssist Interaction: MaxAssist now automatically sends a welcome message upon opening, eliminating the need for users to initiate the conversation with "Hi."
• Business as Client - Reference Tab: Added the following fields and options:
  • Gender
  • Demographic Status (Dropdown with options: Unknown (default), Disabled, From a Rural Area, Youth)