Version 6.6.0

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 Firm Scorecard Dashboard template utilizing the above new Visualization cards.
  • Added the ability to make a copy of an existing Dashboard.
  • Enhanced the filters in the Total Actions Completed w/ Average Completion Time Dashboard Visualization Card. You can now filter by Service Level, Action Type, or Action Category, as well as remove the Average Completion Time from the graph.
  • The Profile Information section of the Record has been improved based on user feedback to allow for more intuitive reading and editing of data.
  • Most Grids can now be set to display 100 or 200 rows if desired.
  • When a Grid is in a grouped by column state, it will now remember expanded or collapsed states of the groups as you page through the Grid.

Issues Resolved

  • Adding a new Action Category in List Maintenance now correctly updates the Category filter list in relevant Dashboard cards.
  • Users whose Microsoft 365 subscription expires will now be prompted to reauthenticate properly.
  • Creating a new email from an Action in Outlook Online now properly loads email templates.
  • Resolved a case where workflow steps were added out of order when creating a new workflow.
  • Resolved a case where deleted tax information would persist in certain grids.

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