Version 6.9.0

Version 6.9.0

Release Date: 7/12/2023

New Features and Enhancements

  • Enhanced the new view of the pop-up Summary Cards to make them easier to dismiss.
  • Enhanced the edit view in Profile Detail fields to focus on the edit in progress.
  • Added the ability to duplicate a Dashboard Visualization Card from the card menu and in configuration mode.
  • Added new signifiers in Dashboards to note when the Card Limit of a dashboard has been reached.
  • New Dashboard Cards: Top Clients by AUM with Overdue Actions and Revenue by Age Range.
  • Contacts matched to the AE Wealth Platform now show the WP ID match as well as how the match was created when the AE logo is hovered in the Summary Card.

Issues Resolved

  • Resolved a case where integration images would not appear on Record Summary cards.
  • Resolved a case where email links on Record Summary pop-out cards would not open correspondence editor or outlook online.
  • Resolved a case where deleting a Reminder did not update the Reminder column the Record Workspace grid.
  • Resolved a case where the Quick Create Workflow shortcut did not open the workflow template selection menu.
  • Resolved a case where Birthday or Anniversary dates could not be deleted in Profile Details.
  • Resolved a case where Complete without Note was still available when the option was disabled in the Firm Profile.
  • Resolved a formatting issue when creating a new Opportunity.

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