Version 7.3.0

Version 7.3.0

Release Date: 11/15/2023

New Features and Enhancements

  • User Defined Fields are now labed as such in the new Record layout.
  • User Defined Fields now have a "show all" control to see extended text rather than requiring a hover.
  • User Defined Field labels and fields have been realigned.
  • "Client Anniversary" field has been relabeled "Date Became Client" for consistency.
  • The "deceased" badge now shows on any deceased person card regardles if a date of birth is entered or not.
  • For users of the Wealth Platform/CRM asset sync, a new column in the Assets section of a Record indicates whether a position is managed or non-managed.

Issues Resolved

  • The AUM by Age range dashboard card is now properly ordered from youngest to oldest.
  • Resolved a case where the Record name would truncate prematurely.
  • Resolved a case Firm AUM vs Goal dashboard card failed to display a zero value.
  • Resolved a graph rendering issue in # of Client w/ Workflows Completed dashboard card.
  • Exporting the drill down grid of the Revenue by Advisor dashboard card now exports in correctly sorted order.
  • Exporting the Revenue by Type and Revenue by Age Range drill-down grids now exports all columns expected.

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