Version 5.5.0

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 Financials section of the Record.
  • New defaults and data checks are added to Opportunities Won/Lost status to enhance reporting.
  • Alert Grids now contain Priority as an option in the Column Chooser.
  • Action Grids now contain Workflow Name and Action Tags as options in the Column Chooser.
  • Workflow Monitor Grids now contain Subject and Assigned To as options in the Column Chooser.
  • Record-level Document folder names can be edited in the Record Document workspace.

Fixes

  • Resolved a case where gridlines didn't appear in certain browsers.
  • Resolved a case where FYI Alerts were not properly generated.
  • Resolved a case where an address could not be added to a Real Estate asset.

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