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.

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