Version 6.7.0

Version 6.7.0

Release Date: 5/26/2023

New Features and Enhancements

  • Dashboards can now be shared between users. Shares can be established based on users, user groups, or offices.
  • Dashboards can be transferred between users by changing ownership.
  • A new pop-out menu from the Site Navigation bar allows you to jump directly to a specific Dashboard.
  • Notifications on the Site Navigation bar when a dashboard is shared to you.
  • A new All Dashboards view to see all your created Dashboards and those shared with you as well as take common dashboard actions on them.
  • Updates to Visualization cards to ensure terminated client data is not included in results.
  • Actions Completed cards now include Category information.
  • Action cards now include Priority information.
  • Microsoft 365 Integration users can now send as any mailbox added as shared.
  • Record Profile Details has been further enhanced around contact information for usability based on user feedback.
  • Using the Record search from the top navigation now shows Classifications in the results
  • Expand All and Collapse All controls have been added to Grids when using the Group feature.
  • Feature Security controls around Documents have been added. Default document storage can be hidden/locked for firms using integration partners.

Issues Resolved

  • Resolved a case where a Quick Create of a new Action would not attach to the correct Record.

    • 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 6.6.0

      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 ...

    • Version 6.5.0

      Release Date: 3/29/2023 New Features and Enhancements New Dashboard Visualization card: Total Actions Completed with average completion time. Quick Create access can now be adjusted via Feature Security. The pop-up notification following a quick ...

    • 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 ...

    • 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 ...