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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 ...
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 8.0.0
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 8.1.0
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 8.3.0
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 ...