Version 8.7.0

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 not have an opportunity associated.

Fixes

  • Improved branding experience throughout the CRM
  • Resolved a case where Quick Create did not create Opportunities correctly.
  • Resolved a case where deleting the Referred By field in a Record would not save.
  • Resolved duplicated information on Client Life Events dashboard card.

    • 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 8.6.0

      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 ...

    • 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 ...