Version 5
Version 5.6.0
Release Date: 9/28/2022 Enhancements You can now postpone all alerts until each comes due. The "No Mail" box is now available in Profile Information on the Record. Users of the Exchange email integration who use Microsoft 365 as their Exchange ...
Version 5.5.0.2
Release Date: 9/16/2022 This release is largely behind-the-scenes work to improve the speed and stability of the Record experience following the launch of our new Profile Information page. We also included enhancements for Microsoft 365 integration ...
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 ...
Version 5.4.2
Release Date: 7/19/2022 New Features Horizontal gridlines have been added for visual clarity. Contains is now the default Grid filter option. Does not Contain has been added as a Grid filter option. Service Level is now an available criteria in ...
Version 5.4.1
Release Date: 5/22/2022 New Features The New Record View is now default for new users. Fixes Resolved a case where all content in longer drop-down lists was not available in some views. Meeting Monitor last meeting date now updates correctly ...
Version 5.4.0
Release Date: 4/29/2022 New Features New security features have been added to prevent the uploading of malicious file content.
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 5.3.8
Release Date: 3/3/2022 New Features We’ve updated the visual design of many more sections/pages of AE CRM to match our new branding. Fixes Resolved an issue where Advisor 1 or 2 did not show the correct user in the Record Summary. Resolved a case ...
Version 5.3.7
Release Date: 1/27/2021 New Features A new setting has been added to the User Profile which controls the landing page behavior in the New Record Layout. User can select to always return to the Record Summary or the last section viewed. Record ...
Version 5.3.6
Release Date: 12/9/2021 New Features Record Configuration Updates The Record Summary can be configured at the User level in addition to firm-wide. The Person Summary cards can now be configured just like the Record Summary Card. The widgets on the ...
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 ...
Version 5.3.4
Release Date: 10/12/2021 New Features The layout and fields used in the Record Summary card in the New Record Layout can now be configured at a firm-wide level. The New Record Layout has been tweaked with a number of requested features: Vertical ...
Version 5.3.2
Release Date: 8/10/2021 New Features Linked Riskalyze Records can now be unlinked from the Record Integrations menu in the Command Bar in the new Record Layout. Issues Resolved Schwab Account Opening integration button is now available in the new ...
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 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 5.2.5
Release Date: 3/16/2021 New Features A new report has been added to the pre-built Record reports list, the Financial Statement Detail report. Issues Resolved Resolved a case certain reports would not be printable in Chrome or Edge browsers. Improved ...
Version 5.2.4
Release Date: 2/2/2021 Issues Resolved Resolved a case where email scanner software would invalidate a password recovery link. Improved the design of the top navigation bar to take less space and look sharper on some displays. When creating an Action ...