- [Improvement] - Check No entry screen - Add validation to the Check No data field
- [Bug Fix] - After adding a new contact via Client → Contacts → New Contact, the contact data is saved successfully but is not displayed immediately in the contact list. The contact only becomes visible after manually refreshing the page.
- [Bug Fix] - Sign Up Process - The "Delete" functionality for New Owner / New Trustee under the Client → Client Info → Stock Holder section is not working correctly unless the page is refreshed.For details observe the below picture.
- [Improvement] - Portal--Brokerage--Uploaded files are not showing in Portal files
- [New Feature] - System - Session Timeout Warning Now Available
[New Feature] - Dynamic Pricing - Product Tier Page - Change Color of Text
[New Feature] - Dynamic Pricing - Add Product Tier to Terms & Conditions
- [New Feature] - Sign Up Process - QACA Plan Design - Safe Harbor - Show 'Choose the Vesting Section' if any QACA Options are selected
- [New Feature] - Sign Up Process - QACA Plan Design - Safe Harbor - Add (2) New Safe Harbor Contribution Options
- [Bug Fix] - Invoice Screen - Minor UI Fix
- [Bug Fix] - Workflow Steps with Projects Showing as Alpha Order instead of Step Order
- [Bug Fix] - Email Template Screen - Make email body UI element responsive design
- [Improvement] - Portal --> Auxiliary Data Collection --> Change Text to 'Additional Plan Details'
- [Improvement] - Sign Up Process - Safe Harbor Sign-up - Minor UI Change - Make certain Text Bold
[Bug Fix] - Button to Add Time Accounting Entry is Fixed
[Bug Fix] - As comments get added, the text box gets mixed in with the notes
[New Feature] - Dynamic Pricing - Add Plan Spec Field for 'Product Tier' Under Billing Configuration
[New Feature] - Dynamic Pricing - Create a Configuration Screen for Multi-Tenant Product Changes
- [Improvement] - Add User Name in All Workflow Comments Section (Loans, Distributions Plan Docs, Service Ticket etc)
[New Feature] - Workflow Details - Tracking Hours by Workflow Step Status
[New Feature] - Invoice --> Add “Refunded” Checkbox to Invoice Details Screen
- [Improvement] - Auxiliary Data - Change button from ‘Update Status’ to ‘Mark Complete’
- [New Feature] - Brokerage Detail Screen - Deposit Allocation Feature
- [Bug Fix] - Brokerage Account display issue for terminated EEs
- [New Feature] - Brokerage Detail Screen - Deposit Allocation Feature - ML Statement Scan Feature
- [Improvement] - Brokerage Detail Screen - Deposit Allocation Feature - Rollovers need to be included in the deduction from the 'Deposit to Allocate' amount.
[Bug Fix] - Brokerage Detail Screen - Deposit Allocation Feature - Withdrawals field is pulling in dividends
[Bug Fix] - Brokerage Detail Screen - Deposit Allocation Feature - All categories in Credits fields should be coming in under 'Deposits to Allocate'
- [New Feature] - Client Portal - Employee Info - SSN Alerts
- [New Feature] - Dynamic Pricing - Proposal Tools - Pricing Update Logic to Proposal Tools
- [New Feature] - Dynamic Pricing - Proposal Tools - Proposals - Add new data field for 'Tier'
- [Bug Fix] - Unable to download attachment from opportunity - DREW
- [Bug Fix] - Time Accounting - Missing Week View Graphic
- [New Feature] - Communication —> Email Template - Do Not Allow Special Characters
- [Bug Fix] - Bulk Email Feature --> System is saving lookupvalue description instead of code
[New Feature] - Bulk Update --> Blast Email --> Add box to toggle sending from different email addresses
[New Feature] - Bulk Update --> Blast Email --> Ability to Send Email to All Contacts, Only Client Contacts, Only EPS Individuals.
[New Feature] - P4 GPT - AI Training Feature - Sync URL Training Data
- [New Feature] - P4 GPT - AI Training Feature - Natural Language Prompts for SQL Queries
- [New Feature] - P4 GPT - Pass Through to ChatGPT Functionality Feature
Comments
0 comments
Please sign in to leave a comment.