Version 7.0.0

Version 7.0.0

Release Date: 8/31/2023

New Features and Enhancements

  • Contact info for phone number, email, and socials can now be edited at the same time in the Profile Details section of the Record.
  • Record fields that are required are now labeled with * to indicate they must be filled in.
  • New messaging on Revenue dashboard cards if no revenue data has been imported.
  • Dashboard cards that contain revenue data in hover states no longer attempt to show this data if no revenue has been imported.
  • Net New Assets dashboard card has been improved with new visuals.
  • The Client Retention Rate dashboard card now includes records with "ex-client" classifications and termination dates in the lost client calculations.

Issues Resolved

  • Resolved a case where the Workflow Productivity Monitor dashboard card did not always show all expected workflows in the pending and past due filters. Also addressed an issue where workflows completed on the current day would not be returned in the grid results.
  • Resolved a case where editing a user-defined Action field would change that field on all Actions in the same workflow.
  • Corrected text coloration when reordering or deleting Persons or deleting the Record that made names difficult to read.
  • Resolved a case that prevented moving Workflows between Records when pending steps were assigned to positions and not users.
  • Revenue by Advisor dashboard card now updates correctly when filtering by dates.
  • Resolved a case where # of Clients w/ Workflows Completed dashboard card would crash the dashboard.
  • Resolved a case where workflows with completed and pending steps could show conflicting data on dashboard drill-down grids.
  • The CSV export of the Upcoming Client Reviews and # of Clients w/ Workflows Completed dashboard cards now functions as expected.
  • The Service Level column in the Top Clients by AUM with Overdue Actions dashboard card now adapts appropriately if the service level name does not fit in the column.
  • Resolved a case which caused a grid crash sorting specific Opportunity columns in dashboard cards.

Misc

  • The Worldox integration is no longer available and has been removed from the interface.

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