Version 8.2.0

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 selecting Records to be restored from deletion.
  • Resolved an issue with removing a user from the Everyone user group.
  • Editing a text-based user defined field now correctly includes the original text in the edit box.
    • Related Articles

    • Version 9.3.0

      Release Date: 8/6/2025 Enhancements Added a "Duration in Status" Column to the drill-down grid of the Open Opportunity Funnel dashboard card. Fixes Resolved a case where Portfolio Management users would be unable to authorize the CRM sync. Resolved ...
    • Version 9.4.0

      Release Date: 9/3/2025 Enhancements Integration with Jump AI has been enabled. A new dashboard card is available, Clients by Source, allowing you to see how many clients are added by each referral source over a selected time period. When viewing the ...
    • Version 9.2.0

      Release Date: 7/9/2025 Fixes Corrected a location that listed "Riskalyze" instead of "Nitrogen". Resolved an issue with creating a new Service Level allowing recurrence outside of the possible ranges.
    • Version 9.0.0

      Release Date: 4/30/2025 Issues Resolved Dashboard Visualization Card "Opportunities Won by Advisor" now checks the Opportunity Owner field rather than Advisor 1 on the connected Record for ownership. Attempting to delete a Service Level currently in ...
    • 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 ...