Version 5.3.6

Version 5.3.6

Release Date: 12/9/2021

New Features

  • Record Configuration Updates
    • The Record Summary can be configured at the User level in addition to firm-wide.
    • The Person Summary cards can now be configured just like the Record Summary Card.
    • The widgets on the Record Summary can be rearranged/added/removed.
    • Navigation items in the Record may be removed if they are not needed.
  • Brand Updates
    • Logos, colors, fonts, and icons have been updated to reflect our new brand.
    • Landing page dashboard has been updated to match new style.
    • Grids have received minor updates to reflect new style.

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