Dashboard Card: Action Items

• Related Articles

• Linking Items to Actions

  This content has moved. Please update any links or bookmarks.

• Action Overview View

  This content has moved. Please update any links or bookmarks.

• Version 7.8.0

  Release Date: 5/1/2024 New Features and Enhancements New Dashboard Card: Total Actions Entered. Record Summary Cards can be edited when pinned open. Issues Resolved Adoption Tracker dashboard card now displays full employee name. Action Items ...

• Version 6.3.0

  Release Date: 1/30/2023 New Features and Enhancements Four new Visualization Cards have been added to the Dashboards: Actions Completed by Employees, AUM by Advisors, AUM by Age Range, and Upcoming Client Reviews. New "Advisor" curated Dashboard ...

• Version 6.9.0.4

  Release Date: 8/9/2023 New Features and Enhancements New Dashboard Card: Workflow Productivity Monitor. Added YTD as a filter option in applicable dashboard cards. Adjusted the criteria of the Won/Lost Clients dashboard card to provide more accurate ...