==== Summary of changes in each release ==== === Version 6.9 (due October-2018) === * Check postcode against common bond === Version 6.8 (due July-2018) === * Encryption of sensitive personal data (credit searches, etc) === Version 6.1 (June-2017) === * New refresh selection on dashboard * Support for real-time decision confirmations === Version 6.0 (May-2017) === * Improvements to look at feel * New menu structure * New trade body account type and templates * New application reference (unique within account/form) === Version 5.5 (April-2017) === * Improvements to vulnerability testing === Version 5.4 (1 April-2017) === * Reply-to email addresses can be set in Account Admin * New global search box added to dashboard * New "mine" filter on dashboard * Auto-pop-up new forms from dashboard * Fixed problems with multiple audit records when PDFs fail === Version 5.3 (28-February-2017) === * Support for address pick-list in postcode lookup * Take and give up task ownership direct from dashboard === Version 5.2.1 (22-February-2017) === * Fixed various issues in FOCUS API === Version 5.2 (7-February-2017) === * Increase size of special treatment field * Ignore change of ownership on dashboard * Fixed bug where blank previous address caused credit search to fail === Version 5.1 (20-December-2016) === * New "Check PDF" automation task to highlight PDF creation failures * Lookup NoMatch automation task === Version 5.0 (3-December-2016) === * Single page application view, incorporating workflow, form and audit trail * Improve look and feel for Workflow Manager, User Management and Account Administration * Hide columns option in Workflow Manager * Lookup Match automation task * Client-side image compression * Improvements to confirm application screen * Improvements to [[workflow_segments|form editor]] === Version 4.2.2 (30-November-2016) === * Dashboard sort order can be selected by user === Version 4.2.1 (24-November-2016) === * Dashboard sort order changed to submission date (ascending) * Minor bug-fixes === Version 4.2 (12-October 2016) === * Improve display of ID&V questions * Remove "mine" option from dashboard * Allow "force to proper case" on form inputs * Support for [[draft_live_alt|A/B testing]] * Include PDF links on calling form * Misc clean-up tasks === Version 4.1 (8-September 2016) === * New read-only role setting * Allow checkboxes to be made mandatory (ie user must check) * Allow for weekly and fortnightly repayments * Maintain audit trail for deleted forms and users * Pre-set expiry date for user accounts (eg for short term cover) === Version 4.0 (2-August-2016) === * New [[data_export|data export]] feature * New [[dashboard|dashboard]] screen * New [[workflow_assignments|workflow assignments]] * New time tracking (details in [[dashboard|dashboard]]) === Version 3.15 (3-July-2016) === * Include images in bulk email messages * [[form_functions|Repayment calculation]] button available for application forms * New credit search feature to test total unique days on which credit check performed * Client detail editor added to Account Administration screen * Fixed problem with PDF creation * Fixed problem with password resets in test environments * Improve system email delivery speed === Version 3.14 (31-May-2016) === * Two-factor authentication for admin users * [[data_retention|Data retention]] rules added * Existing balance field added === Version 3.13 (30-April-2016) === * New credit search fields added * Bank account validation added (report only, no decision making) * Bulk mailshot emails lower priority v operation emails * Prevent unauthorised third parties using our postcode lookup function * Provide backward compatibility for postcode lookup special treatment formatting * Define target backoffice server in account admin screen === Version 3.12 (7-April-2016) === * Unlock user from User Management screen * Allow users to upload images on forms === Version 3.11 (29-February-2016) === * Allow email notifications from workflows to a client-specific admin address * Automated ID&V checks * Generate PDFs for non-loan agreements * Various security updates === Version 3.10 (31-January-2016) === * Allow sub-clients to have their own call credit credentials * Prevent error message where browser adds
tag to textarea form fields * Allow suspension of background processes (SUSPEND_ROBOT) === Version 3.9 (9-January-2016) === * Added google analytics tracking * Pre-populate forms from back-office system link * Improvements to bulk file upload (patch released 5-Dec) === Version 3.8 (2-December-2015) === * New bulk file upload feature (Manage Uploads) * BUGFIX - workflow screens not updating with > 150 rows (patch released 16-Nov) * BUGFIX - password reset link expiring immediately (patch released 19-Nov) === Version 3.7 (no release) === * No release === Version 3.6 (4-October-2015) === * CallValidate ID&V API * Switch Organisation menu option (see [[FAQs]] page for troubleshooting) === Version 3.5.1 (12-September-2015) === * BUGFIX - PDF credit agreements not being created in live environment * BUGFIX - Country field not being update in LIVE after postcode search === Version 3.5 (31-August-2015) === * WHEN conditions available for options in workflow design * New credit_check_refer automation task === Version 3.4 (31-July-2015) === * CallCredit integration available * New date validation (allow x days in the past/future) * Show user-defined favicons and logos on forms === Version 3.3 (27-June-2015) === * new CALL and LIB special treatment attributes for process automation * show hidden fields when reviewing forms in workflow manager * allow FOCUS API users to set next account number * new background process: affordability_assessment * new upload facility (to load static data, etc) === Version 3.2 (30-May-2015) === * improved appearance of admin pages * new admin menu and navigation * new background process manager for process automation === Version 3.1 (18-May-2015) === * FOCUS API (test version) * automated account set up for new customers * new robot to execute API calls and other background activities * new account management function === Version 3.0.2 (15-May-2015 - bugfix) === * provide start and finish dates for forms * fixed error on html5 forms with multi-choice options * remove html5 required attribute for mandatory fields === Version 3.0.1 (11-May-2015 - bugfix) === * fixed errors related to migration from moneywiseforms.org.uk to cuforms.org.uk === Version 3.0 (11-May-2015) === * Migration of code to cuforms.org.uk * Only minor functional changes * env does not display in LIVE === Version 2.6 (02-May-2015) === * Support for HTML5 responsive forms * Fixes minor bug in Document Editor to show all segment types in table * Added support for various HTML5 (and HTML4) features - including better display of input types and pre-submit validation of mandatory fields * Bugfix - stop returning double lines for postcode lookup