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Release Notes — March 26, 2012

Below is a summary of recent Release Note Highlights:

  • Allow users to modify the Account Type list options from Manage Your Account --> Manage Database Lists page - you now have the ability to add your own Account Types to your database.

  • Added scrolling list type selector on Manage Database Lists - this keeps all available database lists that are available for editing in view when scrolling through the entire list.

  • Added right click menu to Contact Recent Notes widget - this provides you with options to either delete or print an individual note from the contact Recent Notes widget.

  • Added insert hyperlink option to email editor - also added insert image, insert table, insert horizontal line and insert special character options.

  • Bug fixes for Update/Complete/New Calendar function and Save and Clone and Save and New Calendar options.
  • Updated the Portfolio Detail report to include Account Assets.

  • Added "Time Weighted Return" report for Orion Advisor integration.

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