Dashboard Card: Client Retention Rate

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• Dashboard Card: Client Demographics

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• Version 7.1.0

  Release Date: 10/3/2023 New Features and Enhancements Person names on summary cards now display with formatting entered rather than all caps. Edit All has been enabled for Mailing Address contact info. New alert types in the Schwab integration are ...

• Version 7.0.0

  Release Date: 8/31/2023 New Features and Enhancements Contact info for phone number, email, and socials can now be edited at the same time in the Profile Details section of the Record. Record fields that are required are now labeled with * to ...

• Dashboard Card: Client Life Stages

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• Dashboard Card: Upcoming Client Reviews

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