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An overview of Friday night's updates is below:
- Workflow Notification emails were not being sent in some cases when Workflows were attached to contacts from within their individual Workflow area rather than by using the Quick Add method. This has been resolved.
- Users can now download the Personal Profile form for Businesses, Trusts, Associations or Unions without receiving a 500 error.
- The Contacts by Category pie chart has been adjusted to the same threshold as the other pie charts for determining which categories wind up in the "Other" category.
- Fields for Added By and Created On Date are now available from your Contact Overview pages.
- We've eliminated errors that sometimes occurred when running a Custom Export that included fields from the Account General Information section or included the field Last Privacy Offering.
- The Client Detail Report is now organized alphabetically to increase usability.
- Inbound Single Sign-On from Envestnet to Redtail is now available.
- An issue that was preventing some Scottrade accounts from autolinking has been addressed.
- When creating a Workflow and using a template from the Quick Add route on the Contact Overview page, some users were receiving an error. We've resolved this issue.
- An error was sometimes occurring for LPL users when attempting to combine contacts. This should no longer occur.
- We've also fixed an error that sometimes occurred for LPL ClientWorks users when attempting to resolve discrepancies between an LPL account feed and existing Redtail account data.
Have a great week!
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