What's New?

Check out the new releases, features and fixes for the portal. Click on the related topics to view more information.

Release Date	Feature	Description	Related Topics
8/9/2017	New Video	Using the new grid view of the Contact Manager's Communication Log.	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.	Address Changes
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	Account Cloning Overview Account Cloning Best Practices
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.	Saved Queue
7/23/2014	CRM > Reports > Expired CAF	The export format of the expired CAF report was updated to match the on screen report.	CRM Reports
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.	The Paperwork Page

User Guides + Help Documentation

What's New?

Analytics

Release Date

Feature

Description

Related Topics

Related content