Version 7
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). ...
Version 7.8.0
Release Date: 5/1/2024 New Features and Enhancements New Dashboard Card: Total Actions Entered. Record Summary Cards can be edited when pinned open. Issues Resolved Adoption Tracker dashboard card now displays full employee name. Action Items ...
Version 7.7.0
Release Date: 3/20/2024 New Features and Enhancements Informational Contacts may now be promoted to full Records. New columns of data have been added to the Informational Contacts and Relationships Grids. Relationships: AUM, Net Worth, Advisor 1, ...
Version 7.6.0
Release Date: 2/21/2024 New Features and Enhancements Record summary cards and Reminders can now be pinned to the top of the new Record view, as well as Actions, Opportunities, Assets, and Insurances. Multiple enhancements to Record reminders to make ...
Version 7.5.0
Release Date: 1/31/2024 New Features and Enhancements The online document editor has been upgraded and contains many new features and quality of life improvements. The Send Email, Create Document, and Open Calendar controls are no longer available ...
Version 7.4.0
Release Date: 12/12/2023 New Features and Enhancements SSN/TIN is no longer a required field when adding an Additional Participant to a Record. When opening an Action, Opportunity, Asset, or Insurance from their respective workspaces, new Previous ...
Version 7.3.0
Release Date: 11/15/2023 New Features and Enhancements User Defined Fields are now labed as such in the new Record layout. User Defined Fields now have a "show all" control to see extended text rather than requiring a hover. User Defined Field labels ...
Version 7.2.0
Release Date: 10/18/2023 New Features and Enhancements Browser tabs now display the Record Name or UI Action ID being displayed when appropriate. The default landing page has been set to a role-appropriate dashboard if the user has no landing page ...
Version 7.1.0
Release Date: 10/3/2023 New Features and Enhancements Person names on summary cards now display with formatting entered rather than all caps. Edit All has been enabled for Mailing Address contact info. New alert types in the Schwab integration are ...
Version 7.0.0
Release Date: 8/31/2023 New Features and Enhancements Contact info for phone number, email, and socials can now be edited at the same time in the Profile Details section of the Record. Record fields that are required are now labeled with * to ...