Version 7.1.0

Version 7.1.0

Release Date: 10/3/2023

New Features and Enhancements

  • Person names on summary cards now display with formatting entered rather than all caps.
  • Edit All has been enabled for Mailing Address contact info.
  • New alert types in the Schwab integration are added and set to ignored by default.
  • Classifications and tags now appear alphabetized.
  • If Revenue data has been added or imported, it now appears in the hover states on the Contact Trends, Clients - Out of Contact, Client Retention Rate, Accounts by Investment Model, and Upcoming Client Reviews dashboard cards.
  • Enhanced formatting of highlights of the Net New Assets dashboard card for clarity.
  • The following Action-related dashboard cards now show all relevant actions, not just those attached to client records: Actions, Total Actions Completed w/ Avg Completion Time, Upcoming Actions by Employee, Past Due Actions by Employee, Actions Due today by Employee, Workflow Productivity Monitor, and Actions Completed by Employee.

Issues Resolved

  • Added new page loading safeguards on the Record summary to prevent unexpected crashes.
  • Resolved a case of FYI alerts not being created for email capture workflow templates that included the alerts.
  • Net New Assets dashboard card no longer displays Advisors without assigned rep codes in the Wealth Platform.
  • Filtered date ranges in the Net New Assets drill-down grid now display as expected.
  • Resolved a permissions display issue with the Net New Assets dashboard card.
  • Resolved a case where the Record name would truncate prematurely.
  • Resolved a case where the Workflow summary would not have a horizontal scrollbar.
  • Resolved a rendering issue with Profile Details > Identification when no information was present.
  • Resolved a case of drop-downs rendering beneath page contents.
  • Client Retention Rate drill-down grid now correctly exports all columns.
  • Revenue by Type drill-down grid now correctly displays Other types when selected.
  • Data issues with the AUM by Age Range dashboard card have been corrected.
  • Resolved a case where correspondence could not be started from the Record Relationships section.
  • Resolved a case that cause the Revenue by Advisor card to not respect the selected date range.
  • Resolved a case with Money Guide Pro exports that caused an unexpected error.

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