Product Updates – Changelog
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Version 1.5.508
August 15, 2023
Bug Fix
- Proposal – Detailed Asset Allocation Amount Correction
Resolved an issue within the Proposal module where the Detailed Asset Allocation section of PDFs was displaying incorrect amounts. This bug has been fixed, ensuring accurate representation of asset allocation figures in generated PDFs.
- Duplicate Account Error Message
Fixed a problem that caused the duplication of error messages when creating new accounts. This issue has been rectified, ensuring that error messages for new account creation are displayed accurately without any duplication.
- Upload Errors without Attached Forms
Addressed errors that occurred when users attempted to upload files without attaching any forms. This bug fix ensures a seamless uploading experience even when forms are not attached, preventing unexpected errors.
- Password Policy Application in Password Reset
Fixed a bug where the password policy was not properly applied during the password reset process. This bug has been resolved, ensuring that the specified password policy rules are enforced when users reset their passwords.
- Proposal Widget Title Background
Corrected the issue causing a black background for the title in the proposal widget. With this fix, the widget’s title now displays as intended, without any visual anomalies.
- Custom Fields Bug
Addressed a bug affecting the functionality of custom fields. This fix ensures that custom fields work as expected, enabling users to effectively manage and utilize custom data fields.
- Balance Calculation Bug for Non-Reference Currency Positions
Resolved a bug in the calculation of balances for positions not in the reference currency. The balance calculation for these positions now accurately reflects the correct values.
Update
- Form Enhancement with image
Introduced a new feature that allows users to add image into forms. This update facilitates quicker form creation with added image support, ensuring consistent and efficient form creation processes.
- Publisher Enhancement – Invoice Regrouping by Month, User, and Portfolio
Introduce a powerful enhancement to the Publisher feature that will significantly elevate your experience. With this update, we have implemented a refined regrouping mechanism for invoices, optimizing how data is presented for better insights and analysis.
Version 1.5.507
July 21, 2023
Bug Fix
- Fixed an Error in Markets Page
Addressed a bug that was preventing users from accessing the Markets page. The issue has been successfully fixed, and users can now open the Markets page without any difficulties. The Markets page is now readily accessible, allowing users to view and interact with market-related information and features as intended.
- Fixed an Error in Markets Page
Addressed a bug that was preventing users from accessing the Markets page. The issue has been successfully fixed, and users can now open the Markets page without any difficulties. The Markets page is now readily accessible, allowing users to view and interact with market-related information and features as intended.
- Fixed an Error in Approval Request Overview
Resolved a bug that caused a stacktrace error and failure when attempting to sort in the Approval Request Overview page. With this fix, users can now sort table by various columns seamlessly without encountering any stacktrace errors or disruptions. The system now functions as expected, providing a smooth and error-free user experience during the sorting process.
- Fixed an Issue when Merging PDFs
Rectified a bug where merging specific PDFs with single-page content resulted in duplicate pages within the resulting PDF. This issue has been resolved, and the fix has been deployed in the production environment. Users can now confidently merge PDF files without encountering any duplication problems, ensuring that the resulting PDF contains the correct number of pages as intended.
- Fixed Missing Terms of Service Acceptance for New Member Creation
Corrected an issue in the Terms of Service module where the terms of service acceptance prompt was not being displayed when creating a new member. With this bug fix, the system now properly presents the terms of service to new members during the registration or account creation process. Users can now ensure that all new members explicitly acknowledge and agree to the terms, complying with necessary legal requirements and enhancing the platform’s adherence to relevant policies.
- Fixed an Error with Duplicate Contacts in Campaign
Resolved a bug within the Campaign module that was causing duplicate contacts to appear when attempting to delete or edit a campaign. With this fix, users can now confidently perform campaign actions without encountering any issues related to duplicate contact entries.
- Fixed an Error with the Logo on PDF
Addressed a bug that was preventing the successful printing of logos in PDF documents. Users can now print PDF files with logos without any disruptions or issues, ensuring consistent branding and professional appearance in all printed materials.
- Fixed an Error with the Filter “Created at” in Contact
We have identified and resolved an issue related to the filter functionality for the “Created at” field in the Contact section. Previously, users encountered difficulties when attempting to filter contacts within a specific date range. With this fix, the filter now functions as intended, allowing users to accurately retrieve contacts based on the “Created at” timestamp.
- Fixed a Proposal Allocation Bug
We have identified and resolved a bug in the proposal module that affected allocation adjustments for cash positions. Previously, when users modified the proposed allocation percentage of a cash position, the corresponding amount change was not being accurately reflected in the balance. With this fix, modifying the allocation percentage now updates the amount correctly, ensuring accurate calculations and a reliable proposal management process.
- Fixed Fee/Tax in Transaction
We have identified and resolve a bug in the transaction. Previously, users encountered an issue where they couldn’t add a fee or tax after removing one. However, with this fix, users can now seamlessly add fees or taxes to their transactions, even after removing one.
- Fixed File search in Client Portal
We are pleased to announce that we have successfully resolved a bug affecting the search functionality in the Client Portal. Previously, users encountered an issue where searching for a file name did not accurately filter the results. However, with this bug fix, the filtering problem has been resolved, enabling users to efficiently search and retrieve files based on their names.
- Fixed First Row import in Contact
We are pleased to inform you that we have resolved a critical bug related to the contact import feature. Previously, users encountered an issue where the import process failed to work correctly for the first row of contacts. However, with this bug fix, the import functionality now operates flawlessly, ensuring accurate data import for all contact rows, including the first one.
Update
- Default Activation for New Form Creation
Implemented an update that sets newly created forms as active by default. When users create a new form, it will automatically be activated, allowing immediate functionality and usage. This enhancement streamlines the form creation process, eliminating the need for manual activation and ensuring that forms are readily available for use without any additional steps.
- Added Audience in Automation for Contact Field Updates
Enhanced the automation feature by adding the capability to include audiences when updating contact fields. With this update, users can now specify targeted audiences to receive the automated updates when a contact field is modified. This functionality provides greater control and personalization in automation, allowing for more precise and tailored communication with specific groups of contacts based on their field updates.
- Default Activation for Automation Set
Implemented an update to set automations as active by default upon creation. This enhancement simplifies the automation setup process, ensuring that newly created automation sets are immediately operational and ready to streamline workflows and tasks. Users no longer need to manually activate the automation set, saving time and effort in managing automation configurations.
- Automatic Removal of Expired “Option” Securities
As part of our ongoing efforts to optimize portfolio management, we have implemented a new enhancement. With this update, any “Option” securities that have reached their expiration date will be automatically removed from the portfolio. This enhancement ensures that portfolios accurately reflect the current investment holdings and eliminates the need for manual adjustments.
- Removal of Mandatory Field in Automation
In response to user feedback, we have made an important update to the record update process. Previously, the RM2 field was mandatory, causing inconvenience for certain use cases. With this automation improvement, the RM2 field has been removed as a mandatory requirement, allowing users to perform record updates without the need to provide RM2 information.
- Unsubscribe Option in Audience
We are excited to introduce a new update to our audience management feature. With this latest enhancement, you can now provide your audience with a convenient unsubscribe option using a personalized link sent via email. This feature empowers your audience to easily opt out of receiving further communications, ensuring compliance with their preferences and improving overall user experience. Simplify audience management and foster a more personalized and respectful communication approach with this new unsubscribe option.
- Filtering for Document-Targeted Approvals
We are pleased to announce an enhancement to the account/contact approval process. With this update, the document tab within the approval process now exclusively displays approval processes that have the target set to “document.” This enhancement ensures a more streamlined and focused view, allowing users to easily access and manage document-related approvals. Simplify your approval process management and improve efficiency with this targeted filtering enhancement in the account/contact approval workflow.
Version 1.5.475
July 12, 2023
New Feature
- Introducing Cash Transaction Invoice Creation
We are excited to announce the addition of a powerful new feature: Cash Transaction Invoice Creation. With this update, users can now generate invoices specifically for cash transactions, providing greater flexibility and efficiency in managing financial transactions. Streamline your invoicing process and enjoy enhanced control over your cash transactions.
Bug Fix
- Fixed an Functionality of Action Close
Resolved an issue where the “Action Close” function was not functioning as intended. Users can now utilize this feature without encountering any errors or unexpected behavior, ensuring smoother workflow operations.
- Fixed an Error with Contact Access
Fixed a bug that caused a stacktrace error when attempting to access certain contacts. Users can now seamlessly retrieve and interact with contacts without encountering any error messages or disruptions.
- Fixed an Error in Approval Requests Overview
Resolved an issue that caused a stacktrace error to occur in the approval requests overview. Users can now access and review approval requests without encountering any error messages, ensuring a smoother approval process.
- Filter in Approval Process Overview
Fixed a bug that prevented the filter by approvers option from working properly in the approval process overview’s grid view. Users can now utilize this filtering functionality as intended, enhancing their ability to manage and track approval processes effectively.
Update
- Minor Design Enhancements
Implemented various small design fixes to improve the overall visual appeal and user experience of the product. These enhancements enhance the aesthetics and usability of the interface, resulting in a more polished and intuitive application.
- Improved Security: Invalidating One-Time Code after Use in the Portal
Enhanced the portal functionality by implementing an update that automatically invalidates one-time codes once they have been utilized. This ensures greater security and prevents unauthorized access by rendering the code unusable after its initial use.
- Email Communication in Client Portal
Added a proxy to facilitate email communication sent through the client portal. This update enhances the reliability and delivery of emails, ensuring seamless correspondence between users and clients within the portal environment.
- Documents Uploaded to Client Portal
Updated the default behavior when uploading documents to the client portal by automatically enabling the shareable setting. This enhancement ensures that documents are readily accessible and shareable with clients, streamlining collaboration and information exchange.