Version 7.4.0

Version 7.4.0

Release Date: 12/12/2023

New Features and Enhancements

  • SSN/TIN is no longer a required field when adding an Additional Participant to a Record.
  • When opening an Action, Opportunity, Asset, or Insurance from their respective workspaces, new Previous and Next controls are available to cycle through the workspace list without returning to the workspace.
  • Due Date field has been added to the Action Data Change tool.
  • Misc branding updates.

Issues Resolved

  • Resolved a case where the Net New Assets dashboard card did not match the total on the Wealth Platform.
  • Resolved a case where opening an Action from particular workspaces would display the parent Action incorrectly.
  • The Number of Clients by Advisor dashboard card now lists all clients regardless of revenue status.
  • Resolved a display error in the Firm AUM vs Goal dashboard card when the goal had not yet been set.
  • Resolved a display error listing Advisor Names on the selection list for the # of Clients w/ Workflows Completed dashboard card.
  • New dashboard cards added to existing dashboards now appear at the bottom as expected.
  • Resolved a case where the Client Out of Contact dashboard card returned no results.
  • Selecting multiple items from a list no longer jumps to the top of the list with each selection in Dashboards.
  • Resolved a case where the Outlook Online add in would not load correctly when emailing from an Action.
  • Resolved a case where Edit All contact information prevented entry deletion in certain circumstances.
  • Resolved a case where Record Address was not correctly saved when adding a new Record.
  • Client photos now render correctly on summary cards in Record details.
  • Resolved a case that allowed "complete without note" in an Action when disabled in Firm settings.
  • Searching for blank entries in imported assets now returns expected results
  • The Document Template Kit now downloads as expected in Google Chrome.
  • The forced phone number formatting box is now enabled by default on new entries.
  • More than 4 Service Levels are now visible in the Service Level drop-down on the Record.
  • Referred by name is now correctly formatted on the Record.

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