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.

    • 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 6.2.0

      Release Date: 12/15/2022 New Features and Enhancements Email addresses on Profile Details have been given more room to avoid being truncated. You can now change the Belongs To when editing a Contact Information item. Profile Details will now remember ...

    • Version 8.3.0

      Release Date: 9/18/2024 New Features and Enhancements Total Actions Entered dashboard visualization card now has a YTD filter. Issues Resolved Resolved a case where the extended menu options were missing from certain workspaces. When using Return to ...

    • Version 8.5.9

      Release Date: 11/13/2024 New Features and Enhancements The Legacy Record view has been officially sunset. All remaining Alerts have been migrated to Reminders for the new view. Dashboard Visualization Cards Opportunities Won by Month and ...

    • Version 8.2.0

      Release Date: 8/21/2024 New Features and Enhancements Refreshing the Dashboard page now stays on the same dashboard view prior to the refresh. Issues Resolved Resolved a case where users could not create a new Webform. Resolved an issue with ...