Version 8.5.0

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 Opportunities Won by Quarter now allow for a custom date range filter.

Issues Resolved

  • Resolved a case where an unneeded tooltip displayed while hovering over a Record name.
  • Resolved a case where Nitrogen risk scores did not correctly appear on Record cards.
  • Resolved a case where deleted Persons would still be available in the "Referred By" drop-down.

    • 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 ...