Version 5.3.0

Version 5.3.0

Release Date: 4/28/2021

New Features

  • The new Record Summary experience is ready to for use.
    • Redesigned Command and Navigation bars for quicker and more intuitive access to common workspaces and features.
    • Redesigned Summary section putting most-used information all in one place.
    • In line editing of all information right on the Summary cards.
    • Easily swap to the old or new views as needed.
  • The new Webforms feature allows you to quickly collect prospect information off your own website, send it to your CRM, and convert that information into Records as appropriate.

Issues Resolved

  • Resolved a data issue with the new Financial Details Report.
  • Resolved a case where characters would appear in an excel export that were not showing on the Grid.
  • Resolved a conflict when switching between Orion API and Orion Unattended Asset Imports.
  • Corrected a datatype issue with User Defined Date Fields on Insurance.

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