Version 3.9

Version 3.9

Release Date: 08/02/2017

Version 3.9 focuses primarily on resolving known bugs and increasing system stability.

Issues Resolved

  • The Overall Investment Objective field is now editable in the Profile > Engagement tab.
  • Dragging and dropping steps to reorder steps within a multi-step workflow no longer causes an Internal Server Error.
  • Outlook calendar items can now be linked to an Action.
  • The Referred By field in the Profile > Engagement tab properly updates across the database.
  • Values displayed in the Dashboard’s Holdings chart are now calculated accurately.
  • Persons in Merged Records now display properly on the Birthday list.
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