Release Date: October 30, 2025
Release Summary
The standard risk questionnaire can now be configured on CMI templates. (3091)
It is now possible to set up a customer template on the CMI template. (3088)
An incorrect fee dimension was previously inserted into the CMI form. (3098)
Bug fix for validation of CMI templates that only create clients. (3080)
New Feature
CMI templates
Default risk questionnaire (3091)
It is now possible to select a default risk questionnaire on CMI templates. If only one risk questionnaire exists, it will be automatically used in the CMI form. (3091)
Customer template (3088)
You can now specify a customer template directly on the CMI template. When creating a CMI, this template will be used automatically instead of the one defined in the number series. If no customer template is specified, the one from the number series will be used. (3088)
Bug Fixes
Fee dimensions
Correction of an error in inserting fee dimensions on CMI forms, where an incorrect employee could previously be inserted. (3098)
CMI Templates
CMI templates marked with “Create client only” no longer insert the CMI template from existing clients. (3080)