Release Notes — September 10, 2014

Below is a summary of recent Release Note Highlights:

  • Integrations - New features in eMoney integration
  • Integrations - New attributes added to Laser App Anywhere integration
  • Integrations - Dollar amounts added to Advisory World integration
  • Integrations - SunGard integration enabled
  • Integrations - Sign up link for MobileAssistant added to Dashboard widget to streamline sign-up process
  • Integrations - Cities Digital integration available to all users
  • CRM - Added option to default Show/Hide Calendar Workflows/Checklists from Site Preferences
  • CRM - Ability to apply contact permissions when adding contact to database added
  • CRM - Added ability to search through QuickLists by name filter
  • CRM - Added ability to assign a Workflow Step to a team
  • CRM - Added ability to run a Mail Merge from the Complete Workflow Step dialog
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