New Enhancements Now Live!
1. Super & Investment Screen Improvements
We've updated the way Super and Investment information is entered and displayed, making it easier to view investment options and track portfolio totals as you work.
This is the first of several planned enhancements, with features such as quick portfolio uploads and multi-entry functionality coming soon.
2. Agreement Renewal Status Update
We've improved how agreement renewal statuses are managed.
Previously, when an agreement was renewed, the original agreement remained in a "Pending Renewal" status until the end of its term, causing clients to continue appearing in renewal dashboards and widgets. Now, once a new agreement has been renewed, the previous agreement will automatically move to an "Expired" status.
3. Send Client Emails Directly from Tasks
You can now send email templates directly from tasks, whether they're standalone tasks or part of a workflow.
For example, if a task requires sending a meeting invitation, you can link an email template containing attachments, meeting links to a booking system like Calendly. When the task is due, the email is ready to send, helping streamline your process. Sent emails are automatically saved to file notes for record-keeping purposes.
Find this article in our Knowledge Base under Whats New