Dashboard Card: Firm AUM vs Goal

Dashboard Card: Firm AUM vs Goal

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

    • Related Articles

    • Dashboard Card: AUM vs Net New Assets

      This content has moved. Please update any links or bookmarks.
    • Version 7.3.0

      Release Date: 11/15/2023 New Features and Enhancements User Defined Fields are now labed as such in the new Record layout. User Defined Fields now have a "show all" control to see extended text rather than requiring a hover. User Defined Field labels ...
    • Version 6.8.0

      Release Date: 6/23/2023 New Features and Enhancements Users with the New Record View enabled can now see the new style summary cards and Reminders from the toolbar of an open Action, Opportunity, Insurance, or Asset. Dashboards Visualization Cards ...
    • Version 7.4.0

      Release Date: 12/12/2023 New Features and Enhancements SSN/TIN is no longer a required field when adding an Additional Participant to a Record. When opening an Action, Opportunity, Asset, or Insurance from their respective workspaces, new Previous ...
    • Version 6.4.0

      Release Date: 3/1/2023 New Features and Enhancements Quick Create: a new button available almost everywhere in the system to quickly add workflows, records, or opportunities. Keyboard Shortcuts: In conjunction with Quick Create, the features ...