Dashboard Card: Total Actions Entered

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• 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 8.3.0

  Release Date: 9/18/2024 New Features and Enhancements Total Actions Entered dashboard visualization card now has a YTD filter. Issues Resolved Resolved a case where the extended menu options were missing from certain workspaces. When using Return to ...

• Dashboard Card: Total Client Count - Households

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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 ...