Release Date: 6/23/2023

New Features and Enhancements

• Users with the New Record View enabled can now see the new style summary cards and Reminders from the toolbar of an open Action, Opportunity, Insurance, or Asset.
• Dashboards Visualization Cards have received a host of new options:
• Action Due today by Employee
• Upcoming Actions by Employee
• Past Due Actions by Employee
• Revenue by Type
• Revenue by Advisor
• YTD Revenue
• Total Client Count by Household
• Updates to the Net New Assets Visualization Card showing Assets In/Out and Cash In/Out
• Users receiving a Shared Dashboard are now notified immediately.
• Added Action Category to the Action Items and Pending Actions cards view.
• 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.
• Opportunities Won - Projected vs Actual now displays the Date Completed column in the drill down grid.
• Optimized the reporting service to make it more responsive.

Issues Resolved

• Revenue-related visuals in the Dashboard now abide by the Revenue Tab settings in Feature Security. Users without this permission will be unable to see revenue-related data in Dashboards.
• Resolved a case where expanding the Owner filter in a dashboard card would make scrolling difficult.
• Updating an Action Due date in a Dashboard Action card now dynamically updates any affected totals.
• Resolved a redirection error when deleting a Dashboard.
• Resolved a case where email could not be sent when the user had configured a shared mailbox.
• Resolved a case where the Quick Create menu did not respond to keyboard shortcuts.
• Resolved a case where emailing from an Action did not include the Action Subject in the email or allow for adding additional Record emails to the message.
• Resolved a case where forgot password emails contained expired password reset links.
• Resolved a case where Firm AUM vs Goal did not match total AUM shown in AUM by Advisor card.
• Resolved a case where multiple revenues on a Record interfered with AUM results.
• Resolved a case where Number of Clients with Workflows Completed would return a 500 error.
• Resolved innaccuracies in the Median Completion Times on Dashboard cards.
• Resolved a case where the Office selector would disappear when trying to share a dashboard.
• Resolved a case where the user is unable to add the next action in a workflow when editing.