Version 7.8.0

Version 7.8.0

Release Date: 5/1/2024

New Features and Enhancements

  • New Dashboard Card: Total Actions Entered.
  • Record Summary Cards can be edited when pinned open.

Issues Resolved

  • Adoption Tracker dashboard card now displays full employee name.
  • Action Items dashboard card can now be filtered for a priority or category of "none".
  • Resolved a display error when entering calendar dates manually in a dashboard card filter.
  • Exporting CSV data from the Revenue by Type card for no Revenue Type now only exports expected content.
  • Resolved a case where selecting too many Agents for Policies by Type dashboard card would fail to display any results.
  • Corrected the default layout of some Dashboard templates.
  • Resolved a case where a user would see the results of another user's Client Demographics card.
  • Resolved a display issue when saving a document from the online editor.

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