Release Date: 2/21/2024

New Features and Enhancements

• Record summary cards and Reminders can now be pinned to the top of the new Record view, as well as Actions, Opportunities, Assets, and Insurances.
• Multiple enhancements to Record reminders to make them easier to create, view, and edit.
• The Assignee field for Actions can now be bulk edited using the Action Data Change Tool.
• The Prospects grid now has a Form Name column to see which webform the prospect came from.
• Net Worth is now available as a field for the Record Summary card.
• Upload file size limit on client photos has been removed.
• Three new dashboard cards for Insurance data: Policies by Carrier, Policies by Status, and Policies by Type.
• New AE CRM Adoption Tracker card for dashboards, allowing you to track login and session times for all users.
• The Top Clients by AUM with Overdue Actions card now automatically sorts by AUM.

Issues Resolved

• Valid file types with capitalized extensions are no longer rejected by the file uploader.
• Document Templates are now properly disabled when locked by Feature Security
• Resolved a visual error when trying to Add a Related Action.
• The Contact Information report now lists Records alphabetically.
• Resolved a permissions error preventing access to drill down data on Revenue dashboard cards.
• Resolved a permissions error for access to the Managed/Non Managed dashboard card.
• Resolved a case where terminated clients would not appear on the Won/Lost Client dashboard card and where a terminated client would be counted twice.
• Clients Out of Contact now calculates last touch from the Action Completed date, not the Action Entered date.
• Resolved a case where changes made to CRM Records would not sync properly to Outlook.
• The Record Split tool now properly copies emails attached to Actions or in Documents.