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An overview of last night's updates is below:
Accounts:
- The ability to manually add or edit the CUSIP field data in an Account's Assets area is now available.
- When adding or editing an Account on a Contact Record, the "Manager" field is now a dropdown box, allowing you to select from previously entered Managers and cutting down on the possibility of entering duplicate Manager data.
Calendar:
- For users not in the Pacific time zone, an issue popped up where, when rolling over activities, the new time would reflect in Pacific, rather than the user's time zone, i.e., the rollover function clearly had a West Coast bias. Now, we love the West Coast, our headquarters are there after all, but, we love the East Coast as well, and will soon house our Headquarter 2 operations in Atlanta. We're quite fond of everywhere in between and the non-contiguous states too, and just want your time zone honored in activity rollovers. The problem's been fixed!
- When running a bulk reschedule of activities, you can elect to preserve the Start Time and End Times of your Activities or to edit them.
Contact Record:
- The value for the "Added By" field within a Contact's Details area was not displaying when in edit mode for Contact Details. Now it is.
- When you click on a Spouse's name from a Family Head's record, you will now enter the Spouse's record on the same page you were viewing within the Family Head record, i.e., if you were viewing the Family Head's Notes page, you will then be viewing the Spouse's Notes page. Previously, you were taken to the Spouse's main page for their record.
Document Upload:
- Some users were getting the error "UPLOAD URL MIGHT BE WRONG OR DOESN'T EXIST" when uploading documents to activities or document storage. This should no longer be an issue.
Integrations:
- The link accessible on the Schwab Portfolio Center modal for how to create your Schwab Portfolio Center upload was broken at some point. We've unbroken it - fixed it even!
Opportunity Tracker:
- When adding a Linked Contact to an Opportunity, if the contact does not already have a record within your database, you can now add them as a contact when linking them to the opportunity.
- The Source column is now included when viewing the Opportunity Tracker and you can sort on it as well.
Permissions:
- Permissions, where overlapping, were duplicating when one combined records. Yes, privacy is more important than ever but that was just overkill. It's been addressed.
Professional Contacts:
- When adding a Professional Contact to another contact's record, you now have the ability to add that Professional Contact as a new contact record to your database. Previously, you needed to have the individual in your CRM prior to being able to add them as a Professional Contact.
Reporting:
- From your Unlinked Accounts Report, you can now create new contact records in your database for accounts that aren't matched up with contact records after running autolink.
- Private Activities were causing errors in Activity Reports in some instances. This has been addressed.
- On the pdf report you can generate for your Opportunities, the amount column now displays a balance at the bottom (so you can see the total potential value of your Opportunities at a glance).
- An ordering issue arose with Workflow Tasks on the Workflow Checklist Report. There was a different but similar issue with Workflow Task ordering within contact records. They've both been resolved.
- Contact's middle initials now appear on the Notes reports, in order to help you distinguish between contacts with the same first/last names when viewing the report.
Search:
- Attempting to access QuickLists that included Account Assets in their search parameters would sometimes produce 500 errors. This is no longer the case.
Seminars:
- On your Manage Attendees List for Seminars, Contact Status has been added as a column, based upon multiple users' requests in order that they might quickly see how many of each Status of client are attending.
Speak Mobile:
- Speak Mobile for Android is now available!
User Experience / User Interface:
- When attempting to add a URL or Referred By data that exceeded the maximum length for those fields in a Contact Record, you would receive a "We're Sorry Something Went Wrong" error. We've updated this message to let you know specifically why you're receiving an error. I personally always liked the Toad the Wet Sprocket song "Something's Always Wrong", but we're a tech company, not a 90s alternative rock band, and, while ambiguity may work, may even delight or beguile in a song lyric, specificity is better in an error message.
- Paging has been added to the Manage Team Notices page, allowing you to access all Team Notices in your database from that page. Previously it would only display up to 30 notices here, so you would need to watch the alternating Team Notices on your Dashboard to see them all. Also, you can now sort by Title or Message on this page.
Workflows:
- On the main Workflows page (accessible from your navigation menu on the left), a new issue with time/date stamps between databases that have both East and West coast users had arisen. We've sunk it.
Hope you're having a great day!
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