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February 2020

February 2020



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The Finance Shop Release Notes

     

        

You must have upgraded to The Finance Shop 2019 before installing this update.



The February patch has brought about improvements in the email functionality.

  • 3 options for from address
  • Manual address for Smart Campaign


3 options for from address

Previously all emails would appear to have come from the default context address.


Now when you send an email you can choose the address that you want it to come from.



You have 3 choices;

  1. Context level

  2. User level.

  3. Broker level. This is only accessible when you are logged in as the broker




Manual address for Smart Campaign

When doing an email Smart Campaign you can choose the email address that will be used for the reply in the same way as you can for a normal email.



In addition to this, you can manually enter an email address.



You should take care when manually entering the address as this will where all replies will be sent to.