Version 5.3.1

Version 5.3.1

Release Date: 6/23/2021

New Features

  • An integration with Calendly to generate and update CRM Actions when Calendly event invites are accepted or changed.
  • Further refinements to the New Record Layout:
    • Integration information used by Orion, Riskalyze, Constant Contact, and Schwab have been added to the Record and Person cards as appropriate.
    • Clicking an email address in the summary cards will open the appropriate correspondence editor to begin drafting an email.
    • A new Activity Feed widget that displays the most recent updates to the Record.
    • Classifications and Tags can now be hovered over to see the entire text.

Issues Resolved

  • Fixed an issue where toolbar menus in the new Record interface would not scroll.
  • Fixed an issue where the navigation menu stayed open after moving to the destination in the new Record interface.
  • Beneficiary Report now always displays Primary benificiary first.
  • Resolved a case where the Record Split tool would fail with a timeout error.
  • Fixed an issue that prevented emails from being sent with the Microsoft 365 add-in.
  • Resolved a case where Citrix Sharefile could not create a link to a Record.
  • Fixed an issue with slow loading of Record Search results and persistent loading circle after a result was selected.
  • The Email Management Grid for Microsoft 365 integration users now saves changes to Grid column header size changes.

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