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Release Date | Feature | Description | Related Topics |
| 8/9/2017 | New Video | Using the new grid view of the Contact Manager's Communication Log. | |
| 7/11/2017 | New Notification | A new email notification has been added for account wizard items that are sent back to "More Info Needed" from any operations queue (New accounts, ACATs, Cashiering, etc.) | |
| April 2017 | Address Changes Through the Account Wizard | All accounts that have an address change must be submitted through the Account Wizard. | |
| October 2016 | Release Notes | Highlights: Various updates & bug fixes for the account wizard, service center and CRM. | |
| August & September 2016 | Release Notes | Highlights: Various updates & bug fixes for to the account wizard, service center and CRM. | |
| 8/21/2014 | Account Cloning | Now it's easy to clone saved accounts feature is now available for all account wizard transactions. This feature | |
| 7/23/2014 | Account Wizard > Saved Queue | Created date added to the saved queue. Users can sort by the created column in the queue to more quickly find the most recent wizard entries for the a client. | |
| 7/23/2014 | CRM > Reports > Expired CAF | The export format of the expired CAF report was updated to match the on screen report. | |
| 5/7/2014 | Account Wizard > Pre-Submission Check | A presubmission check button has been added to the Account Wizard. Use this button to run a check and find any missing required fields and paperwork before you present clients with paperwork. |