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An overview of last night's updates is below:
Contact Record:
- A temporary issue arose where, when editing a contact's Basic Information area to remove the Employer, it would appear the Employer had been removed from a record until after you clicked "Save," at which point the Employer Name would still appear in Basic Information. Now, when one of your contacts changes jobs, you can wave goodbye to their former employer in Redtail as well.
Integrations:
- Mobile Assistant messages were losing their formatting when being added as Notes within Redtail. This has been resolved.
- CopyTalk messages were losing their formatting when being added as Notes within Redtail. This has been resolved.
Market News:
- Under Market News, when choosing "Get News about this Asset" from a Top Asset's dropdown menu, some assets were giving a "We're sorry something went wrong" error. This occurred when there was no recent news about an asset. In those cases going forward, the message will still be polite, but now you'll know that it's just a boring asset rather than an error that is yielding no results.
Reporting:
- When on a Contact's Notes page, with "Show Family Notes" selected in the Filters box, Family Notes would display on the page, but they were no longer showing up on the PDF when you elected to print the contact's Notes Report. Now those Family Notes will be present in the PDF as expected.
- The Primary Address Export was incorrectly pulling the City, State and Zip into the Address 2 column, when no Address 2 information was present on a record. If your mailperson is anything like my mailperson, you'd probably be happy for this redundancy - anything to assist them with actually finding my mailbox consistently. But, this export wouldn't make it into your mailperson's hands anyway (unless, I suppose, they are also an advisor or advisor's assistant), so we've fixed this flaw (which, again, I have to say would have been a feature in the very specific instance I mentioned above - sometimes I think my mailperson has it in for me).
Speak Mobile:
- You can now create Client Rooms from the mobile version of Speak.
- You can now join Client and Public Rooms from the mobile version of Speak.
- The keyboard is now automatically closed after you've selected a contact from a Search Results list.
- If you have the Speak module open on your desktop, and also have the Speak app open at the same time, when you join a room on the desktop the room list on mobile will now update immediately. The reverse is also true - join a room on the mobile app and the room should show up in real time (without a refresh) on your desktop.
- Messages are now rendered optimistically at the end of the message list, meaning they display immediately. If the server ends up responding that the message failed to save, then we'll display an error on the message that gives you the option to delete the message or retry sending it.
User Experience / User Interface:
- When viewing your Recycle Bin, Seminars, Workflows, Contact Workflows, Activity Dashboard, Dashboard Overview, Contacts pages, etc., you can now click anywhere on a row for the item displayed in those areas to select its checkbox, rather than having to click in the checkbox itself to select it. This doesn't necessarily mean fewer clicks (though it may if your clicker is not exactly a precision instrument), but boy does it mean you can click with a bit more abandon. And who doesn't want that?
Workflows:
- When adding a Workflow from a Contact Record, if you attempted to change the Description that was present for the Workflow on that Add Workflow modal, the Description change would not stick. You could edit that Description after the fact, or edit it when using the Quick Add method to add a Workflow, but in that one specific instance it would not save your change. This is fixed.
Hope you're having a great day!
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