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An overview of last night's updates is below:
Reporting:
- When printing a single note from a Contact Record, or when printing the Last Note Report from Advanced Search Contact Options, formatting wasn't being honored in the print version and longer Notes were cut off at the bottom of the page. Both issues have been resolved.
- The Birthday Report was missing the Servicing Advisor field. Now it's not!
- Occupation wasn't always populating correctly in the Personal Profile form. We determined the cause and this should no longer be an issue.
Integrations:
- Some users were experiencing Single Sign-On (SSO) issues with the MoneyGuidePro integration. Those issues are resolved.
- Formatting was not being preserved for Mobile Assistant and Copytalk messages. This has been addressed.
Miscellaneous:
- The left padding on Team Notices text was too large, giving the appearance of a tab-happy administrator. With the update, this padding was decreased by 75%.
- Auto-formatting incorporated when entering Phone Numbers for Departments in a non-Individual Type contact record. A keystroke-saving, consistency-improving update.
- We've updated the navigation bar background color to match page background color. They were ever so slightly different. So slightly, in fact, that it was almost imperceptible. Until one saw it, in which case one couldn't unsee the discrepancy. We've resolved this.
- When typing in (or copying/pasting) color codes for Calendar, striking Enter or clicking Save weren't consistently saving the indicated color. Enter and/or Save now perform as expected.
- In some instances, the selection of an individual letter from the Contacts A-Z screen would pull more records than just those whose last name met that letter criteria. No longer!
Happy Thursday!
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