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.

    • Related Articles

    • Version 5.3.1

      Release Date: 6/23/2021 New Features An integration with Calendly to generate and update CRM Actions when Calendly event invites are accepted or changed. Further refinements to the New Record Layout: Integration information used by Orion, Riskalyze, ...

    • Version 6.4.0

      Release Date: 3/1/2023 New Features and Enhancements Quick Create: a new button available almost everywhere in the system to quickly add workflows, records, or opportunities. Keyboard Shortcuts: In conjunction with Quick Create, the features ...

    • Version 5.3.0

      Release Date: 4/28/2021 New Features The new Record Summary experience is ready to for use. Redesigned Command and Navigation bars for quicker and more intuitive access to common workspaces and features. Redesigned Summary section putting most-used ...

    • Version 5.3.9

      Release Date: 3/30/2022 New Features New fields are now available in the Person Summary cards of the New Record View. These fields must be added to the person summary cards through Record Layout Configuration to be edited. Wedding Anniversary Maiden ...

    • Version 5.3.5

      Release Date: 11/17/2021 New Features Rearranged items in the Record Details for more intuitive access: Notes has been broken out into its own section. Revenue has been moved to the Financials section. New Record engagement fields have been added to ...