on 03-08-2018 06:41 PM
on 03-08-2018 06:41 PM
We're very pleased to announce PEXA Release 8.1 due on Monday 6th August, a recording of the webinar highlighting Release 8.1 features is available below and Release notes are available here:
If you have any questions please post them below.
on 05-08-2018 08:49 PM
on 05-08-2018 08:49 PM
Good job! Thanks for listening to and actioning feedback.
Will 'Financial Account Locking' (FAL) at least for regular accounts or once a client account has been verified, be made available in the normal PEXA release similar to PEXA projects?
I'd imagine that dealing with a large gov. body like the ATO is very different than the AGILE approach?!
on 06-08-2018 10:01 AM
on 06-08-2018 10:01 AM
Re: Conversation Enhancements.
If a Participant has multiple roles in the same workspace (eg. Incoming Mortgagee & Mortgagee on Title) will they appear twice as recipient options, once for each role, or, will the Participant appear once with dual role descriptions?
If separate:
If one selection, multiple role:
on 06-08-2018 01:27 PM
on 06-08-2018 01:27 PM
Hi @DMc - Thanks for your feedback. Financial Account locking is currently only available for PEXA projects given the bulk nature activities associated with managing the many workspaces for a given project.
I can certainly pass on this suggestion to our Practitioner team to further consideration on any requirements here
Thanks!
Emily
on 06-08-2018 02:18 PM
on 06-08-2018 02:18 PM
Is there some guidelines /FAQ on using the Conversations and the different categories and sub-categories, please?
on 06-08-2018 02:30 PM
on 06-08-2018 02:30 PM
Hi @TheDoctor,
Only if the message is sent to both roles for the same subscriber will it then appear twice on the Conversations dashboard.
Further to your questions, please see responses in line with your questions.
Sending conversation:
Unread Conversation:
Thanks,
Beck
on 06-08-2018 03:17 PM
on 06-08-2018 03:17 PM