Version 6
Version 6.9.0.4
Release Date: 8/9/2023 New Features and Enhancements New Dashboard Card: Workflow Productivity Monitor. Added YTD as a filter option in applicable dashboard cards. Adjusted the criteria of the Won/Lost Clients dashboard card to provide more accurate ...
Version 6.9.0
Release Date: 7/12/2023 New Features and Enhancements Enhanced the new view of the pop-up Summary Cards to make them easier to dismiss. Enhanced the edit view in Profile Detail fields to focus on the edit in progress. Added the ability to duplicate a ...
Version 6.8.0
Release Date: 6/23/2023 New Features and Enhancements Users with the New Record View enabled can now see the new style summary cards and Reminders from the toolbar of an open Action, Opportunity, Insurance, or Asset. Dashboards Visualization Cards ...
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 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 6.3.0
Release Date: 1/30/2023 New Features and Enhancements Four new Visualization Cards have been added to the Dashboards: Actions Completed by Employees, AUM by Advisors, AUM by Age Range, and Upcoming Client Reviews. New "Advisor" curated Dashboard ...
Version 6.2.0
Release Date: 12/15/2022 New Features and Enhancements Email addresses on Profile Details have been given more room to avoid being truncated. You can now change the Belongs To when editing a Contact Information item. Profile Details will now remember ...
Version 6.1.0
Release Date: 11/29/2022 New Features Workflows and Actions have been updated to reflect the current design standard of the rest of the CRM. The New Dashboard feature has been updated. Four new Visual Cards have been added: Client Contact Trends, ...
Version 6.0.0
Release Date: 10/26/2022 New Features The New Dashboard feature has been released to the first group of adopters. The Profile Details section of the Record has been enhanced to ensure readability of content. Referals and Terminations are broken out ...