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An overview of last night's updates is below:
Reporting:
- For Custom Exports that included the Social Security (Tax Identification) Number, where those numbers began with a leading zero, that zero wasn't displaying in the export. They now do.
- For Custom Exports that included the Last Note field, where special formatting was included in the Note, that formatting was displaying the HTML in the export itself. It no longer does.
- A Contact's Work Address is now included on the Personal Profile form.
- When running the Primary Contact Card Report (under Common Tasks / Run a Report) from a family member's record other than the Head of Household, shared Contact Card info was not populating the report. Now it will pull as expected.
- In the Primary Addresses report, we removed a handful of columns that contained redundant Name and Address data to improve their usefulness and eliminate any confusion.
Tag Groups:
- Previously, it was possible for users to add "blank" contacts to Tag Groups if they didn't select a name for the contact name field when adding to Tag Groups. This could skew the number of actual members in a Tag Group and has been resolved to prevent such additions.
Permissions:
- If you add a spouse on the Contact creation screen and set permissions on that same screen, those permissions will be applied to the spouse as well.
Keywords:
- Bulk Keyword assignments that included enough contacts to process as a Job rather than as a smaller batch process were not completing. These Jobs should now process and complete as expected.
Integrations:
- When using the New Account Opening part of the Trust Company of America (TCA) integration, middle initials are now included in the data that is sent to TCA.
- Users of the Docupace integration can now find their UserKey for the integration on the Docupace modal under the Manage Integrations tab within Redtail CRM.
Accounts
- Where Beneficiary Percentages had non-zero values after the decimal point, e.g., 33.33%, those values were being rounded on the main display page (though they were correctly displayed in edit mode). Correct (non-rounded) values are displayed in both locations now.
Miscellaneous:
- On your Today page, under Things to do Today, the Linked Contacts column was not sorting properly by the Linked Contacts' last name. This has been addressed.
Hope you're having a great day!
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