Features
- Put or call options can now be easily entered via
Tools → Insert Put/Call... - Add a dialog for clients to voluntary maintain their contact information
- Added the ability to auto-display a message to users
- Upgraded instruction dialog fields for Account Information and User Information to use Web-based text
- Date fields now autofill the previous year if the month and day entered would be in the future of the current year
- Added Notes to the menu and options for GiftVal and CostBasis, to match EstateVal
- User contact information, EVP Systems news, and other metadata is now transmitted encrypted, via HTTPS
Fixes
- Liquidating UIT dividends that are of-record for the Date of Death are no longer double-counted
- The list labels in the Adjusted Inventory dialog now properly line up above the columns on high-DPI displays
- Cut, copy, and paste now work in the Notes field
- The applications no longer crash if no printer driver is installed
- EstateVal no longer crashes if several dozen sales are entered consecutively
- Fixed the display of the first user-defined price in the Billing options dialog