Version 7.9.0

Version 7.9.0

Release Date: 5/22/2024

New Features and Enhancements

  • The Workflow Productivity Monitor dashboard card can now filter on Workflow Name and Record Type.
  • The Clients Out of Contact dashboard card can now filter by Contact Type (email, meeting, phone).

Issues Resolved

  • Resolved a case where completing an Action from the dashboard card would not show the Action complete in the Actions Workspace
  • Removed the ability to complete an Action without a note from the dashboard card when the feature is disabled in Firm Profile.
  • Total Actions Completed dashboard card now correctly counts child actions within workflows.
  • Resolved a case where some date ranges would not return data on the Total Actions Completed dashboard card.

    • Related Articles

    • Version 8.0

      Release Date: 6/21/2024 New Features and Enhancements A new dashboard visualization card comparing AUM to Net New Assets (AE Portfolio Management integration required). A new dashboard visualization card showing Opportunities Won by Advisor. Net New ...

    • Version 6.7.0

      Release Date: 5/26/2023 New Features and Enhancements Dashboards can now be shared between users. Shares can be established based on users, user groups, or offices. Dashboards can be transferred between users by changing ownership. A new pop-out menu ...

    • Version 6.6.0

      Release Date: 4/28/2023 New Features and Enhancements New Dashboard Visualization cards: # of clients with workflows completed and Net new assets. These cards require an AE Wealth Platform subscription and integrate data from the Wealth Platform. New ...

    • Version 6.5.0

      Release Date: 3/29/2023 New Features and Enhancements New Dashboard Visualization card: Total Actions Completed with average completion time. Quick Create access can now be adjusted via Feature Security. The pop-up notification following a quick ...

    • Version 5.5.0

      Release Date: 8/27/2022 New Features New Record Profile Details page including profile information, contact information, interests & favorites, employment, identification, and custom fields. Financial engagement fields have been relocated to the ...