We have just released PreciseFP v.3.0.3. This version has a great number of bug fixes – 38 to be exact! This version also includes REDTAIL Integration so now you are able to export to Redtail from PreciseFP 3.o.
| Issue Type | Key | Summary | Priority | Fix Version/s |
| Bug | PFPDEV-644 | I have information in the Activity about foreign clients | Blocker | 3.0.3 |
| Bug | PFPDEV-641 | No Intermediary screen? | Major | 3.0.3 |
| Bug | PFPDEV-640 | Need texts to verify correctness. | Major | 3.0.3 |
| Bug | PFPDEV-631 | Not importing all insurance policies from RT. | Major | 3.0.3 |
| Bug | PFPDEV-630 | Trying to import Client2 for which there is an email addres, but PFP thinks otherwise. | Major | 3.0.3 |
| Bug | PFPDEV-628 | Redtail – Insurance export problem | Major | 3.0.3 |
| Bug | PFPDEV-625 | Form buttons do not work properly on websites | Major | 3.0.3 |
| Bug | PFPDEV-624 | Remove Client Data Auto Update when clicking a fieldset | Blocker | 3.0.3 |
| Bug | PFPDEV-622 | Custom Dropdowns options issue | Major | 3.0.3 |
| Bug | PFPDEV-621 | Calculated FIelds removal | Major | 3.0.3 |
| Bug | PFPDEV-620 | “Loading…” animation in the center | Blocker | 3.0.3 |
| Bug | PFPDEV-616 | In default form “Contact Information Update” should not be required fields in the Household. | Major | 3.0.3 |
| Bug | PFPDEV-606 | Error page – when I click the “Client 2 (if applicable)” – publish forms / preview | Major | 3.0.3 |
| Bug | PFPDEV-597 | Wrong Label for Financial Goals | Minor | 3.0.3 |
| Bug | PFPDEV-589 | %fm.first-name% – when I fill the form (Insurance details – Insured) | Blocker | 3.0.3 |
| Bug | PFPDEV-588 | Need to allow only two character names | Major | 3.0.3 |
| Bug | PFPDEV-586 | Error 500 – when I click Clients/Current Data/ Assets | Major | 3.0.3 |
| Bug | PFPDEV-583 | v 3.0.3 Creating a radio field with long text gets cut off on form | Minor | 3.0.3 |
| Bug | PFPDEV-572 | IE9 – User experiencing issues with forms in IE | Major | 3.0.3 |
| Bug | PFPDEV-542 | Opportunities being created for non-existant life insurance policies. | Minor | 3.0.3 |
| Bug | PFPDEV-481 | Analytics graph columns not labeled correctly | Major | 3.0.3 |
| Bug | PFPDEV-480 | v 3.0.3 Filter option under opportunities not displaying correctly | Major | 3.0.3 |
| Bug | PFPDEV-461 | Empty values in “Net Worth” – in Prospects | Minor | 3.0.3 |
| Bug | PFPDEV-449 | Toolbar disappears | Minor | 3.0.3 |
| Bug | PFPDEV-429 | Scrolling to the bottom of the Current Data section creates unclickable links | Major | 3.0.3 |
| Bug | PFPDEV-427 | Activity for Client2 is reporting incorrectly | Major | 3.0.3 |
| Bug | PFPDEV-403 | Dropdown list with “Other” dont’ work properly in third added section | Major | 3.0.3 |
| Bug | PFPDEV-384 | Grayed out dropdown list works – it should not | Trivial | 3.0.3 |
| Bug | PFPDEV-381 | When hovering over Clients and Prospects, popup title and Create New Prospect/Client button overlap | Trivial | 3.0.3 |
| Bug | PFPDEV-374 | Wrong title when added row | Major | 3.0.3 |
| Bug | PFPDEV-348 | No validation – Min/Max Length – add/edit field | Major | 3.0.3 |
| Bug | PFPDEV-338 | v 3.0.3 Add a new item button creates title bug | Major | 3.0.3 |
| Bug | PFPDEV-280 | Client activity not reporting correctly | Minor | 3.0.3 |
| Bug | PFPDEV-234 | Update company Info | Minor | 3.0.3 |
| Bug | PFPDEV-233 | Wrong names of role (Staff) | Minor | 3.0.3 |
| Bug | PFPDEV-232 | Deleting the account, I can’t use the same email. | Major | 3.0.3 |
| Bug | PFPDEV-230 | I can’t delete Avatar – I don’t want any picture | Trivial | 3.0.3 |
| Bug | PFPDEV-215 | Form status information reporting incorrectly | Major | 3.0.3 |