Version 6.3.0

Version 6.3.0

Release Date: 1/30/2023

New Features and Enhancements

  • Four new Visualization Cards have been added to the Dashboards: Actions Completed by Employees, AUM by Advisors, AUM by Age Range, and Upcoming Client Reviews.
  • New "Advisor" curated Dashboard Template view.
  • Dashboards can now be set as the login landing page.
  • Opportunities Dashboard visuals can now be filtered to exclude or include past employees.
  • The Action Items Dashboard card now can be sorted by multiple criteria, filtered by Category, and displays the Due Date on each line when collapsed.
  • Opening an Action from the Action Item Dashboard card now opens in a new tab.
  • The Dashboard UI has been enhanced for greater clarity and ease of use.
  • When prompted to add next steps in a workflow, any items unchecked will remain unchecked the next time you are prompted to add steps in that workflow.
  • Visual enhancements to the new Action look for greater clarity and ease of use.

Issues Resolved

  • Clients over the age of 90 now display properly in the Client Demographics card.
  • Resolved a case where emails drafted in Outlook Online through the Microsoft 365 integration did not send properly.
  • Resolved a case where captured emails were set to the incorrect language.
  • Action Subject now expands to multiple lines if needed when editing to display full subject.
  • Resolved a case where a "0" would display for empty tags or interests.
  • Resolved a case where elements on the Record Summary Workflow widget would overlap.

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