Version 4.2

Version 4.2

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.
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