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Link
Changelog

Link's Changelog

Link Version 1.0.1

June 26th 2025

This release builds upon the foundation of Link Version 1.0 by introducing new features, field enhancements, and improved visibility across dashboards and workqueues. Below is a summary of the updates included in this release.

Key Updates

  • Dashboard Enhancements

    • Team Dashboard- introduced to provide a team-level view of proposal activity and performance.

    • Added Members- drop-down to filter dashboard data by team member.

  • Proposal and Quotation Enhancements

    • Header Section- now includes new dropdowns:

      • Product Type: Regulated, Non-Regulated

      • Credit Tier: Below Average, Good, Very Good, Excellent

    • VAT Treatment- added before Irregular Payments:

      • Click Calculate VAT- to compute VAT.

      • Options: Upfront- or Deferred

      • For Deferred, users can input VAT Amount, Number, and Deferred frequency (Month or Rental).

    • View Rate Cards- button added under Information- section.

    • Proposal Details Section- updated with new Currency- dropdown.

    • Customer Details Section- enhanced with lookup functionality:

      • Lookup from Salesforce- for Individual clients.

      • Lookup from Company House- or Salesforce- for other client types.

      • Lookup opens in a new pop-up window.

    • Address Section- updated:

      • Replaced Country- with Address Type- dropdown (Mailing Address, Invoice Address, Trading Address, Registered Address).

      • Added Add New Address- button to allow multiple address entries.

    • Asset Section- now includes a Reset- button to clear form before saving asset details.

    • Download Proposal- window now allows entry of:

      • Lender Justification Comment
      • Comments for Underwriter

  • Track Proposals Tab

    • New columns added:

      • Created By, Dealership, Start Date, End Date

    • Actions menu updated to include:

      • Generate Compliance Documents

  • Dealer Proposals Tab

    • New columns added:

      • Created By, Dealership

    • Actions split into:

      • View Proposal- and Edit Proposal

  • Draft Proposals Tab

    • New column added:

      • Created By

    • Actions split into:

      • View Proposal- and Edit Proposal

  • Quotations Tab

    • New column added:

      • Signature Status- with filter options: All, Signed, In Progress, Not Started, Signature Not Required

    • Ellipsis menu for saved quotation comparisons updated to include:

      • Download Comparison- alongside View/Edit

Link Version 1.0.0

December 31st 2024

Welcome to Link version 1.0! This initial release introduces a robust and user-friendly platform for brokers to manage their proposals, quotations, and associated workflows efficiently. Below is a comprehensive summary of the features, functionalities, and enhancements included in this release.

Key Features

  • Dashboard Overview

    • Centralized dashboard with a snapshot of ongoing activities, proposals, quotations, and document statuses.

    • Key metrics and notifications for tracking pending tasks and updates.

  • Workqueue Management

    • Organizes tasks into tabs:

      • Track Proposals: Displays all proposals with their statuses.

      • Dealer Proposals: Shows proposals submitted by dealers, only those in the "New" state.

      • Draft Proposals: Lists proposals that are still in progress.

      • Quotations: Consolidates all generated quotations for easy access.

  • Proposals and Quotations Creation

    • Streamlined interfaces for creating new quotations and proposals with intuitive forms.

    • Allows users to input client details, asset types, financial parameters, and upload documents.

  • Document Management

    • Pre-configured document slots for uploading mandatory and optional files.

    • Real-time status updates for missing or uploaded documents.

    • Diary feature to track document-related changes.

  • Advanced Search and Filters

    • Search bar in each Workqueue table for quick filtering by proposal name, customer name, or last updated date.

  • Actionable Ellipsis Menus

    • Options for each row in the tables, such as:

      • View/Edit

      • Manually Change Status

      • Clone Proposal

      • Convert Quotation to Proposal

      • View Proposal Summary

  • Real-Time Notifications

    • Notifications for task reminders, missing documents, and status updates to keep users informed.

  • User-Friendly Interface

    • Clean, organized design that improves navigation and reduces the learning curve.

Improvements and Functional Updates

  • Manual Status Update: Enables users to update proposal and quotation statuses for improved tracking and administrative control.

  • Clone Proposal and Quotation: Simplifies workflow by allowing users to duplicate records, reducing repetitive data entry.

  • Create New Proposal/Quotation Options: Accessible at the bottom of the respective tabs for efficient creation workflows.

Known Limitations in Version 1.0

  • Deletion Restrictions: Quotation and proposal deletion is not available in this release to maintain data integrity.

  • Document Upload: Users can only upload pre-configured document types. Adding new document categories is currently unsupported.

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