Release Date: 12/6/2017

Version 4.2 delivers further navigation efficiency, an improved reporting system experience, and more flexibility with the Outlook Add-in’s email and Action interaction feature.

New Features

• Record Detail Navigation Tree Memory: Speeds your access by persisting the state of tree as you move between Records.
  
• Increased Email–Action Interaction flexibility: Optionally append the email subject to an Action on capture to aid Grid filtering.
  
• Reporting System Enhancements: Allows you to mass include or exclude report fields and sections at a single click.
  

Issues Resolved

• Junxure Cloud Records transfer to new ClientView firm setups.
  
• Notes added during the creation of new insurance items save.
  
• Linking an existing Address within a Record displays on the correct Person.
  
• User Defined Asset Fields with a Date type save correctly.
  
• Improved inactivity timeout processes.
  
• Merge Field list consistently displays in Document Editor.
  
• Advisor1, Advisor2, and CSR merge fields consistently use "FirstName LastName" formatting.
  
• Revenue Import Date Selectors formatted to prevent import fail case.
  
• Criteria entered into Record Search will no longer disappear while typing.
  
• Pop-up window for Searches and Grid Templates fully accessible in the Record Workspace.
  
• Beneficiary Report now includes Financial Account Type and Account Number fields.
  
• Insurance Summary Report now displays multiple beneficiaries when applicable.
  
• Print Action feature displays correct dates for all date fields.
  
• Beneficiary Report displays beneficiary distribution percentages without rounding.
  
• Meeting Monitor printed report displays Advisor and AUM fields.
  
• Selecting Account Overview in TD VEO integration no longer produces server error.