Version 5.3.7

Version 5.3.7

Release Date: 1/27/2021

New Features

  • A new setting has been added to the User Profile which controls the landing page behavior in the New Record Layout. User can select to always return to the Record Summary or the last section viewed.
  • Record Reminders can now be included in the Record Summary Report.
  • Record Reminder changes are now trackable in the Audit Log.
  • New branding updates continue to be added throughout the program.

Fixes

  • Resolved an issue where extended pop-out lists were not scrollable to see all options.
  • Resolved a coloring issue where text wasn't visible in certain layouts.

    • Related Articles

    • Version 8.0

      Release Date: 6/21/2024 New Features and Enhancements A new dashboard visualization card comparing AUM to Net New Assets (AE Portfolio Management integration required). A new dashboard visualization card showing Opportunities Won by Advisor. Net New ...

    • Version 6.7.0

      Release Date: 5/26/2023 New Features and Enhancements Dashboards can now be shared between users. Shares can be established based on users, user groups, or offices. Dashboards can be transferred between users by changing ownership. A new pop-out menu ...

    • Version 6.6.0

      Release Date: 4/28/2023 New Features and Enhancements New Dashboard Visualization cards: # of clients with workflows completed and Net new assets. These cards require an AE Wealth Platform subscription and integrate data from the Wealth Platform. New ...

    • Version 6.5.0

      Release Date: 3/29/2023 New Features and Enhancements New Dashboard Visualization card: Total Actions Completed with average completion time. Quick Create access can now be adjusted via Feature Security. The pop-up notification following a quick ...

    • Version 5.5.0

      Release Date: 8/27/2022 New Features New Record Profile Details page including profile information, contact information, interests & favorites, employment, identification, and custom fields. Financial engagement fields have been relocated to the ...