Version 8.0

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 Assets dashboard card can now be filtered by Client Type.
  • Ctrl+J functionality can now be used in user defined fields and reminders.
  • Improved Record/Person summary cards to respond to different resolutions and zoom scales.

Issues Resolved

  • Resolved an issue where Ctrl+J would insert a linebreak before the timestamp and initials.
  • CSV exports from dashboard grids now display the correct column header.
  • Resolved a case where exporting a CSV from the Total Actions Completed dashboard grid would fail.
  • Improved handling of captured emails with emoji in the subject line.
  • Resolved a case where the save/cancel buttons would disappear when editing a long user defined text field.

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