Version 8
Version 8.5.0
Release Date: 11/13/2024 New Features and Enhancements The Legacy Record view has been officially sunset. All remaining Alerts have been migrated to Reminders for the new view. Dashboard Visualization Cards Opportunities Won by Month and ...
Version 8.4.0
Release Date: 10/15/2024 New Features and Enhancements New Dashboard visualization cards have been added: Opportunities Won by Quarter and Opportunities Won by Month.
Version 8.3.0
Release Date: 9/18/2024 New Features and Enhancements Total Actions Entered dashboard visualization card now has a YTD filter. Issues Resolved Resolved a case where the extended menu options were missing from certain workspaces When using Return to ...
Version 8.2.0
Release Date: 8/21/2024 New Features and Enhancements Refreshing the Dashboard page now stays on the same dashboard view prior to the refresh. Issues Resolved Resolved a case where users could not create a new Webform. Resolved an issue with ...
Version 8.1.0
Release Date: 7/17/2024 New Features and Enhancements The Resource Center has been updated with better access to help documentation and other new features. Enabling the Google Legacy integration now uses Oauth for a more secure experience. (See ...
Version 8.0.0
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 ...
Version 8.7.0
Release Date: 1/21/2025 Enhancements A new dashboard visualization card allowing you to track an Advisor's YTD new assets vs a set goal. All Advisors are now available in Opportunity-based dashboard card filters, even if the advisor in question does ...
Version 8.6.0
Release Date: 12/13/2024 Issues Resolved Formatting in the Action Notes is now preserved when printing an Action. Resolved a case where Email Management would fail to load any content for Google users. Laserfiche-Cities Digital Integration is now ...