Related Articles
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 9.2.0
Release Date: 5/28/2025 Enhancements The List Maintenance area has received an overhaul to improve usability and appearance. Issues Resolved Resolved a case where "checkbox" function of the the text editor controls did not load when editing an ...
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 8.2.0
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 ...