Version 6.9.0.4

Version 6.9.0.4

Release Date: 8/9/2023

New Features and Enhancements

  • New Dashboard Card: Workflow Productivity Monitor.
  • Added YTD as a filter option in applicable dashboard cards.
  • Adjusted the criteria of the Won/Lost Clients dashboard card to provide more accurate results.
  • Changed the filter label on Action Items dashboard card from "owners" to "assignees" for additional clarity.
  • Updated Riskalyze references to the new Nitrogen name and logo.
  • Enhanced the styling of the classifications and tags on the Record Summary card.
  • Primary addresses displayed on summary cards now show Mailing Name and Company Name fields.

Issues Resolved

  • Resolved a case Adv1, Adv2, and CSR were not visible in the Action Summary view.
  • Resolved a case where the Tools menu was not accessible on Records in smaller resolutions.
  • Resolved a case that prevented moving workflows between Records in certain circumstances.
  • Resolved a case where duplicate entries appear on the Service Monitor Report grid.
  • Resolved a case where the Orion Contact Sync could create duplicate Records.
  • Resolved a case that prevented printing of workflows.
  • Cleaned formatting in Dashboard Cards that occurred with long Record names.
  • Search results to share a Dashboard now indicate if the results are a group, user, or office.
  • Resolved an error with pinning a dashboard that is not owned by the current user.
  • Enhanced the dashboard Title edit experience.
  • Resolved a case where Dashboard cards would fail to load with empty due date Actions.

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