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An overview of last night's updates is below:
Accounts:
- Removing the Tax ID (SSN) from a contact record would remove the account linking options available on the Edit Account modal. This is no longer the case.
- Similar to the above issue, editing a manually linked account's info would unlink the account. This has been addressed as well.
Bulk Actions:
- In some cases, when attempting to link Workflows to multiple contacts as a job, users were receiving an error message and the job would not complete. This has been fixed.
Contact Photos:
- We've resolved an issue that was preventing some users from being able to successfully upload and crop contact photos.
Custom Exports:
- The IMA/WMA date field (accessible under Know Your Client / Written Agreements Review) is now available to add as a field for your Custom Exports.
Notes:
- When adding Notes from places within the CRM other than the Contact record, there were some instances where the WYSIWYG editing options (bold, italic, underline, etc.) were not available. We've made updates so that these options are consistent for all Note creation areas.
- After adding Notes from Mobile Assistant or CopyTalk messages on your Dashboard, the HTML code for line breaks was displaying in the CRM Note created for the message. This has been addressed to remove that code.
- Changing the Category of a Note was hiding the date of Note creation on the Note itself. This has been updated so that the date will still display when these types of changes are made.
Seminars:
- For Seminars with over 5,000 attendees listed, timeouts could occur when trying to access the Manage Attendees page. This has been resolved.
User Experience / User Interface
- Accounts are now ordered by Status and then Account Number in the selection dropdown menu when linking them to Notes or Activities. This was done to ensure Open accounts are the first ones you will see and so that you can locate them alphanumerically.
- We've updated the punctuation and capitalization on the Reports modal accessible from the Actions menu next to each of your Seminars to clarify meaning.
- Your Manage Broadcast Emails page now includes verbiage to indicate that there are only 30 days of broadcast email history displayed there.
- When viewing Quicklists, as you scrolled down the page of contacts there could be some inconsistency during page loading in terms of the display color of the avatar/icon for contacts. This has been resolved.
- When deleting an account from a contact's Accounts page, the page now dynamically refreshes, rather than the whole page reloading and then "jumping" slightly, which could be disorienting.
Hope you're having a great day!
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