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An overview of last night's updates is below:
Reporting:
- The Client Review Reminders Report was not including the "Review Schedule" column's info in the Excel export. It now includes that data.
- The Personal Profile form was not wrapping data appropriately in the Accounts area. Everything's lined up tidy now.
- We've made several updates to the Personal Profile form in order to keep like data together, e.g., Driver's License info.
Miscellaneous:
- When selecting the "Run Contact Mail Merge" option from a Workflow Step's actions menu, users would receive a 500 error in some cases. Merges should run successfully in all cases now.
- When creating a bulk activity from the Advanced Search page and selecting Privacy settings, those settings were not being applied. This has been addressed.
- If a switch-in user had been removed from your database, the print activity option for activities they created was producing 500 errors. You should no longer see those errors.
- The "Things to do today" listing of activities on your Today page now displays a count of selected activities, to help with your daily planning.
- The size of the modal for adding Notes to a contact record has been significantly reduced, as both an ease-of-use and an aesthetic improvement.
- On the Attendees modal for Seminars, one could inadvertently add blank guest records for actual attendees. Phantom guests are now a thing of the past.
- We've implemented some fixes for overall UI responsiveness to make things look better at smaller screen sizes (especially for Speak-enabled databases).
Hope you're having a great day!
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