|
An overview of last night's updates is below:
Notes:
- Your Today page's Recent Notes area now includes Completed Activity Notes.
- Completed Activity Notes now include that Activity's Linked Account info as well, where applicable.
Contacts:
- You'll no longer receive an error that previously occurred when attempting to create a new contact from the Linked Contact area of an activity, when that new contact only had one name, e.g., Cher, Plato, Prince, Sting, Bono, Björk, Flea, Coolio.
Reporting:
- The Personal Profile Form field for "Occupation" has been changed to "Job Title", as the data pulled for this comes from the Job Title area of a contact's Basic Information section.
- We've eradicated an issue where double-clicking Run Autolink on your Unlinked Accounts report could result in creation of duplicate accounts in some cases.
Miscellaneous:
- You now have the ability to link Documents to Activities.
- You'll now see a warning message when attempting to edit or delete a shared address, when attempting to do so from a non-Head of Household record. In a nutshell, this lets users know that edits or deletions in those cases will be reflected in the Head of Household record and other family records that share the address as well.
- When resetting a Family Head, the prior Family Head was being set to "Other Dependent", rather than Spouse. This has been resolved.
- The left sidebar has been updated so that on smaller screens it is more responsive. Also, again for smaller screens, the menu area will now close when clicking outside the menu area.
- The Market Tools component of our Morningstar integration has been adjusted so that graphics are more responsive to changes in browser sizes.
- When editing a Workflow, Due Dates for Tasks were appearing as blank, even if present when not in edit mode. This has been addressed.
Hope you're having a great day!
|
