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.