July 2019 BankPoint Release Notes

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What’s New in BankPoint this month

This version of BankPoint contains the following changes and new features:

Loan Improvements

  • Added Collateral Flex Fields to the Loan Settings.mceclip0.pngmceclip1.png

  • Added Renewal Date to Loan Portfolio grid column chooser.

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Pipeline Loan Improvements

  • Added Assistant Role to the Pipeline Loan screen.mceclip2.png

Document Improvements

  • Introduced Document Spaces which allows document types to be categorized by BankPoint areas.mceclip3.png

General Improvements

  • Enhanced the Permission Screen layout.mceclip1.png
  • Removed dependency on MSMQ for Email Subscriptions. Email notifications will remain unchanged.
  • The Deposit Enhancement that was rolled out as optional is now automatically enabled. The following are the changes included in the Deposit Enhancement:
    • Customer Listing
      • The customer listing screen has been moved to its own top level menu.mceclip2.png
      • The customer listing screen also now includes both loan summary information as well as deposits. Icons on the far right of the listing allow you to drill into the customer to get a quick look at the loans and deposit accounts associated with a customer.mceclip3.png
    • Deposits Summary
      • The Deposits Summary screen has been improved to include more historical information. The screen also now allows you to drill down into any category to see the deposit accounts which make up the figures that are displayed.

 Bug Fixes Improvements

  • The July 2019 release of BankPoint includes general software improvements and bug fixes.
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