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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 ...
Can't Send Outlook Emails with M365 Online Add-in
A conflict with the Microsoft Edge backend will prevent users from sending emails using the desktop version of Outlook if the CRM Outlook Online add-in is enabled for the Microsoft 365 integration. Apply this fix if all the following applies to you: ...
Installing the Local Outlook Add-in
Before you begin installation of the Local Outlook Add-in, verify that you meet the Email Integration system requirements. Note: The Local Outlook Add-in will not work with the web application version of Outlook. If you currently use only the web ...
Duplicating Risk Tolerance Questionnaires
It is possible to create a copy of an existing questionnaire if you need a similar version with small modifications rather than starting a new questionnaire from scratch. Navigate to Grow Practice > Customization > Questionnaires. Use the checkboxes ...
Mitel Connect Integration
Mitel Connect users can take advantage of special Mitel applications to enable new features with AdvisorEngine CRM, including a click-to-dial browser plugin and automatic Record opening on incoming calls. Click to Dial The Micloud Connect plug-in for ...