Version 5.4.2

Version 5.4.2

Release Date: 7/19/2022

New Features

  • Horizontal gridlines have been added for visual clarity.
  • Contains is now the default Grid filter option.
  • Does not Contain has been added as a Grid filter option.
  • Service Level is now an available criteria in Record Quick Search.
  • Controls to add, delete, or swap Persons on a Record are available in a Record from Tools > Record Settings.
  • Font face can now be changed in Action Notes.

Fixes

  • Default Action Note font set to 10pt.
  • Resolved a case where two users logging in simultaneously would generate duplicate automated Actions.
  • Resolved a case where removing a field used in an Advanced Search would make the Advanced Search definition inaccessible.
  • Resolved a case where newly-added User Defined Fields were not accessible in all relevant drop-downs.
  • Resolved a case where User Defined Field updates could break saved Action Grids.
    • 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 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, ...
    • Version 6.4.0

      Release Date: 3/1/2023 New Features and Enhancements Quick Create: a new button available almost everywhere in the system to quickly add workflows, records, or opportunities. Keyboard Shortcuts: In conjunction with Quick Create, the features ...
    • 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 ...
    • Version 5.3.9

      Release Date: 3/30/2022 New Features New fields are now available in the Person Summary cards of the New Record View. These fields must be added to the person summary cards through Record Layout Configuration to be edited. Wedding Anniversary Maiden ...