|
An overview of last night's updates is below:
Reporting:
- Switch-In Users received 500 errors when attempting to access dropbox files or database backups. This is resolved.
- For Custom Exports that included some account data fields, if a contact didn't have data for all of those fields they were excluded from the export. These exports are now far less exclusionary.
- When printing from the Activity Details page for a contact, the PDF would sometimes cut off and/or squish together verbiage from the Description field. Cutting off and squishing have been eliminated.
- The Client Reviews Reminder Report and the Birthday Reminder Report were not pulling the Primary Phone if that number's Type was Mobile. This has been addressed.
Integrations:
- The Schwab OpenView Gateway integration is now open to all Schwab Advisor Center users.
- The Everplans integration now includes Single Sign-On and Send-to functionality, as well as the ability to see recent Everplans activity within Redtail.
- The Citizenship field is now included in sync to LaserApp. The Citizenship field is available for contacts in Redtail in their Misc. Personal Information section under Know Your Client.
- Some TDA Veo integration users were receiving errors when attempting to access from Redtail's integration menu. This should no longer be an issue.
- The LaserApp export available from Advanced Search as a bulk option was including City, State and Zip in their appropriate fields as well as combined in the ClientApt# field. This has been addressed.
- Business, Association, Trust and Union Type records were not being included in the Send-to functionality for LaserApp Anywhere. They now are.
- When a contact was created from another record's Family tab, their shared address was not included in Send-to LaserApp. This is resolved.
Miscellaneous:
- The Contacts page contact info tooltip dropped down beneath bottom of screen in some instances. Only being able to see the tip of the tooltip was unhelpful. Now it's all displayed and helpful as intended.
- Automation lists have been alphabetized. A cosmetic change, sure, but the more you automate the more you'll appreciate the update. And you are automating, aren't you?
- Phone extensions added for Primary Contacts on the Misc Client Info tab of Know Your Client on their Overview page weren't always saving when entered. Now, they are.
- Recently Added Notes accessible from Contact Overview would sometimes display as blank. This had to do with default time frame selected and typically occurred after a long weekend. It should no longer occur.
Accounts:
- Accounts with the Type of Term Life were displaying code in the "Premium Paid to Date" field available from the account's Details page. This has been cleaned up.
Happy Thursday!
|
