• Automation Enhancement: Conditions Based on Contact and Member Custom Fields

We are excited to introduce a powerful enhancement to our Automation feature. With this update, you can create conditions within your automation workflows based on custom fields associated with Contacts and Members, providing greater flexibility and personalization in your automated processes.

• Visual Particles on Drag-and-Drop to “Won” Status

We are delighted to introduce an enhancement to our Pipeline feature that adds a visual element to the user experience. With this update, when you drag and drop an item to the “Won” status in the pipeline, particles will visually represent this action, providing a more engaging and informative experience.

• “Save View” Feature on Document Page (Account + Contact)

We are pleased to introduce an enhancement that provides you with more control and flexibility when accessing the documents associated with Accounts and Contacts. With this update, you can now use the “Save View” feature on the Document Page for Accounts and Contacts, allowing you to customize and save your preferred document views.

• Global Consolidation – Addition of Relation Columns for Filtering

We are delighted to introduce an enhancement to our Global Consolidation feature, offering a more robust filtering capability. With this update, we have added relation columns that allow you to filter by relations and parent relations, providing a deeper level of data refinement.

• Image Support in Child Question Radio Buttons

We are excited to introduce an enhancement that enriches your form-building experience by allowing you to include images in child question radio buttons. With this update, you can provide more visual and interactive options to respondents, enhancing the user experience.

• Percentage of Completion on Forms

We are excited to introduce an enhancement that improves the user experience when filling out forms. With this update, you can now display a “Percentage of Completion” on forms, providing users with a visual indicator of how many questions they have answered, ensuring a more informative and engaging form-filling experience.

• Client Portal Enhancement: Hide Invoices with No Linked Portfolio

We are pleased to introduce an enhancement to our Client Portal that improves the visibility of invoices. With this update, invoices that have no linked portfolio will be hidden from the client portal, providing a cleaner and more organized user experience.

• Send Bulk Messages with File Attachments in Campaigns

We are excited to introduce an enhancement that expands the capabilities of our Campaign feature. With this update, you can now attach files to your bulk messages within campaigns, providing more versatile and engaging communication with your audience.

• Add Invoice Currency in New Transaction for Invoice Generation

We are excited to introduce an enhancement that simplifies the invoice generation process. With this update, when creating a new transaction, you now have the option to specify the invoice currency, ensuring precise financial transactions.

• Addition of 2-5-1 Layout to Apps Page

We are delighted to introduce a layout enhancement for our Apps page. With this update, you can now enjoy the 2-5-1 layout option.

• Clone Feature Added to Email Templates

We are excited to introduce a time-saving enhancement to our Email Templates. With this update, you can now easily clone an existing email template, streamlining the process of creating and customizing your email content.

• Create Contact and Account from Relation Form

We are excited to introduce a powerful enhancement to our Relation Forms. With this update, you can now create both a Contact and an Account directly from a Relation Form, streamlining your data entry and relationship management.

• PDF Behavior Inheritance for Non-Visible Forms

We are delighted to introduce an enhancement that ensures consistency between form visibility and PDF generation. With this update, when you define a form as not visible on the Portal, the PDFs created by submitting that form will inherit the same behavior.

• PDFs Inherit Form Visibility Settings

We are pleased to introduce an enhancement that aligns the visibility settings of your forms with the generated PDFs. With this update, when you define a form as not visible on the Portal, the PDFs created by submitting that form will inherit the same non-visible behavior.

• Portfolio Name Added to Transaction Overview Page

We are excited to introduce an enhancement that improves the visibility of your transactions. With this update, the portfolio name is now included on the Transaction Overview page for a more informative and streamlined experience.

• Publisher – Regroup Invoices by Month, User, and Portfolio

We are pleased to introduce an enhancement to our Publisher tool that offers a more granular level of organization for your invoices. With this update, you can regroup invoices by month, user, and portfolio, enhancing your invoicing and financial reporting capabilities.

• Request Addition of Missing Documents in Global Actions for Ongoing Approval Processes

We are pleased to introduce a valuable enhancement to our ongoing Approval Processes. With this update, you can now conveniently request the addition of missing documents directly from the Actions menu while managing ongoing approvals.

• Approval – Include a global comment with Accept All

During an ongoing Approval Process, you now have the capability to include a global comment when executing an “Accept All” action.

• Change “Call Report” to “Contact Report” in Pipeline

We are pleased to inform you of an update that enhances clarity and precision in our Pipeline feature. With this change, the term “Call Report” has been updated to “Contact Report” for more accurate representation of the feature’s functionality.

• Non-Uniqueness of Approval Process Name

We are pleased to introduce a flexibility-enhancing change to our Approval Process settings. Starting with this update, the uniqueness constraint on Approval Process names has been lifted, allowing you to have non-unique process names, considering the presence of a unique ID.

• Quarterly Report Layout Improvements and Fixes

We are pleased to announce an update that enhances the layout and addresses issues in our Quarterly Report. This update aims to improve the visual presentation and functionality of your quarterly reports.

• Request Addition of Missing Documents in Global Actions

We are pleased to announce a valuable enhancement to our ongoing Approval Process. With this update, you now have the capability to request the addition of missing documents directly from the Global Actions menu.

• Form Enhancement with image

Introduced a new feature that allows users to add image into forms. This update facilitates quicker form creation with added image support, ensuring consistent and efficient form creation processes.

• Publisher Enhancement – Invoice Regrouping by Month, User, and Portfolio

Introduce a powerful enhancement to the Publisher feature that will significantly elevate your experience. With this update, we have implemented a refined regrouping mechanism for invoices, optimizing how data is presented for better insights and analysis.

• Default Activation for New Form Creation

Implemented an update that sets newly created forms as active by default. When users create a new form, it will automatically be activated, allowing immediate functionality and usage. This enhancement streamlines the form creation process, eliminating the need for manual activation and ensuring that forms are readily available for use without any additional steps.

• Added Audience in Automation for Contact Field Updates

Enhanced the automation feature by adding the capability to include audiences when updating contact fields. With this update, users can now specify targeted audiences to receive the automated updates when a contact field is modified. This functionality provides greater control and personalization in automation, allowing for more precise and tailored communication with specific groups of contacts based on their field updates.

• Default Activation for Automation Set

Implemented an update to set automations as active by default upon creation. This enhancement simplifies the automation setup process, ensuring that newly created automation sets are immediately operational and ready to streamline workflows and tasks. Users no longer need to manually activate the automation set, saving time and effort in managing automation configurations.

• Automatic Removal of Expired “Option” Securities

As part of our ongoing efforts to optimize portfolio management, we have implemented a new enhancement. With this update, any “Option” securities that have reached their expiration date will be automatically removed from the portfolio. This enhancement ensures that portfolios accurately reflect the current investment holdings and eliminates the need for manual adjustments.

• Removal of Mandatory Field in Automation

In response to user feedback, we have made an important update to the record update process. Previously, the RM2 field was mandatory, causing inconvenience for certain use cases. With this automation improvement, the RM2 field has been removed as a mandatory requirement, allowing users to perform record updates without the need to provide RM2 information.

• Unsubscribe Option in Audience

We are excited to introduce a new update to our audience management feature. With this latest enhancement, you can now provide your audience with a convenient unsubscribe option using a personalized link sent via email. This feature empowers your audience to easily opt out of receiving further communications, ensuring compliance with their preferences and improving overall user experience. Simplify audience management and foster a more personalized and respectful communication approach with this new unsubscribe option.

• Filtering for Document-Targeted Approvals

We are pleased to announce an enhancement to the account/contact approval process. With this update, the document tab within the approval process now exclusively displays approval processes that have the target set to “document.” This enhancement ensures a more streamlined and focused view, allowing users to easily access and manage document-related approvals. Simplify your approval process management and improve efficiency with this targeted filtering enhancement in the account/contact approval workflow.

• Minor Design Enhancements

Implemented various small design fixes to improve the overall visual appeal and user experience of the product. These enhancements enhance the aesthetics and usability of the interface, resulting in a more polished and intuitive application.

• Improved Security: Invalidating One-Time Code after Use in the Portal

Enhanced the portal functionality by implementing an update that automatically invalidates one-time codes once they have been utilized. This ensures greater security and prevents unauthorized access by rendering the code unusable after its initial use.

• Email Communication in Client Portal

Added a proxy to facilitate email communication sent through the client portal. This update enhances the reliability and delivery of emails, ensuring seamless correspondence between users and clients within the portal environment.

• Documents Uploaded to Client Portal

Updated the default behavior when uploading documents to the client portal by automatically enabling the shareable setting. This enhancement ensures that documents are readily accessible and shareable with clients, streamlining collaboration and information exchange.