Version 8.3.0

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 Grid from an Asset Detail view, the Asset Grid now updates any changes made.
  • Resolved a case that would reverse the Assigned To username in the Actions Workspace.
  • Resolved a case where the Life Events visualization card would fail to return data.
  • Resolved a case where exported CSVs from dashboard cards would force Date Identified as the sort column.

    • Related Articles

    • 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 9.6.0

      Release Date: 10/29/2025 Fixes Adding or Removing Team Members from List Maintenance now correctly updates available columns in the column chooser for the Record Workspace. Resolved a case where Actions could not be completed while editing.

    • 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 9.5.0

      Release Date: 10/1/2025 Enhancements Zeplyn AI Notetaker integration is now available. Fixes Resolved a case where quick search tags blocked the grid search bar in the workflows grid. Resolved a capture issue with Gmail when emails had labels ...