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An overview of last night's updates is below:
Reporting:
- Users now have the ability to sort the Notes by Contact Report by Servicing and/or Writing Advisor. This filter option has also been added to the Activities by Contact Report.
- Also on the Notes by Contact Report, when sorting by Date, time is now factored into the sort order.
- When looking at your Wedding Anniversary Reminders Report, filtered to 365 Days in Advance, you'll now actually see Reminders for the upcoming 365 days, rather than just through the end of the present year.
- On your Activities by Contact Report, sorting by the Date column will now sort by Month, Date and Year, as expected. Ditto for the Activities Assigned to You By Others Report.
Notifications:
- If a user has selected to not receive activity notifications BUT they are part of a team that has been selected to be notified of an activity update, they will now receive team notifications regardless of what their individual activity notification settings are.
- We've updated activity notifications to remove extraneous time zone information.
Redtail Speak:
- You can now choose whether or not to receive browser notifications for activity in Client and Public Rooms. The default setting for Client Rooms is ON, while the default setting for Public Rooms is OFF.
- Disabled CRM users no longer display within the Speak module.
- The CRM topbar was not lining up properly with the Speak module. This has been corrected.
Miscellaneous
- We've focused your cursor on the first field in a number of areas to eliminate extra clicks when performing those actions, including Document Quick Adds, Contact creation, the Add Rider modal, the Add Beneficiary modal, and Family creation.
- When working with Tag Groups, the Members' Drop Down Box/Remove Option was opening to the far side of the Tag Group Members' window. It has been nudged over into its appropriate location.
- Users can now view the uncropped version of a Contact photo after uploading it, whenever they click on it to expand it. Note, this is only for contact photos uploaded going forward.
- We've resolved an issue with how files were being handled in the Document upload queue when an error was encountered during the upload. We've also restyled the Uploader itself to look more like the rest of the CRM, as you can see below:
Hope you're having a great day!
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