Updates

Various UI updates to the Add Event, Contact, and Contact Accounts pages

Bug fixes for the adding Event's page

Changes to Add Event page UI, hopefully making it more intuitive

Added ability for Advisor to allow the device to skip 2FA for 7 days

1. After entering the username and password, check the box to remember their device for 7 days while entering OTP

2. Subsequent logins on the same device will bypass 2FA for 7 days, after which 2FA will be required once more to refresh the token.

Bug Fixes

Bug Fixes to 3 form entries on the edit contact page

Bug fixes in the edit page.

Employment Data and Account Stats can both be added again.

Contact Accounts, Phone Numbers, and Emails can all be editited in the Edit page

Fixed an issue where clients aren't displayed in alphabetical order

Fixed an issue where Contact Account's are not displayed properly

Our first update of the New Year, adds a new functionality to any contact that is either Funded or Current under type client.

1. Added Contact Accounts

   1. allows Advisors to have Notes and Positions for a specific Account for that client

   2. can create as many of these Contact Accounts per Contact as desired

   3. Created through the Edit page for the Contact Account

   4. The name of the account is required

1. Fixed an issue where saved meetings would not display at the correct time

1. Added event reminders

   1. 1 hour before

   2. 30 minutes before

   3. 15 minutes before

   4. 5 minutes before

   5. ALL REMINDERS IN CST

Reworked Editing Clients and Viewing Detailed Information

1. Both editing clients and viewing clients had viewing bugs fixed

2. Editing clients no longer causes a crash to desktop

3. Viewing clients no longer causes a crash to desktop

4. Can now delete phone numbers and email records in edit client

5. Can now add phone numbers and email records in edit client

6. Fixed bug where searching for clients wouldn't correctly return the client you want

Reworked meetings slightly

1. Added "All Day Meetings"

   1. activated by switching the All Day Meeting option to on. Displays the meeting at the top of the scheduler

2. Added meeting background colors

   1. can now change the background color of your meetings to one of 6 presets, default is blue

3. Added Event without client

   1. can not add a meeting having no client selected, for personal events

Changed the way contacts are created and viewed. 

1. Contacts are now able to have multiple emails associated with them

   1. emails can now be copied just by clicking on them in the Contact View

2. Contacts no longer need to be designated as a certain type of client

3. Contact creation streamlined, allowing for basic contact creation.

   1. Given choice if you'd like to add more detail right after adding the contact

4. Reworked the contact view

Updated UI of many pages to make the app generally much more pleasing to look at.

Changed the way the Scheduler loads meetings, fixing an issue where meetings would not load right after being added.

Backend security update

We have added a new functionality, "Forgot Password," to the login page. This allows advisors to recover their account without getting locked out. The process still requires verification to be completed. Additionally, we have fixed a bug that caused the "Remember Me" checkbox not to be checked, even when the advisor was being remembered.

Implemented a more versatile storage and display system for Net Worth, LNW, and Net Income, accommodating both letters and numbers. Additionally, resolved the issue causing the application to crash when a Joint Contact holder wasn't selected.

Introducing Joint Account Linking: Streamlined Client Management

We are thrilled to introduce our new feature that enables clients to link two accounts together when designated as a Joint Account. This enhancement offers improved organization and allows advisors to seamlessly navigate between connected accounts, optimizing client management and providing a more efficient workflow.

Streamlined Client Updates: Effortlessly Update Contact Information

We are excited to introduce a revamped client update process that simplifies and streamlines the way you update client information. With this enhancement, you now have a single button that efficiently updates all contact information for a client, excluding phone numbers, which must still be modified and added separately.

By consolidating the update process, we aim to save you valuable time and effort, allowing you to effortlessly keep client details up to date. Experience a more seamless and efficient workflow as you manage and maintain accurate client information with ease.

Bug Fix: Account Statistics Display Issue Resolved

We are pleased to announce that we have resolved a bug that was causing Account Statistics information not to display properly, even after adding and updating the necessary information. With this fix in place, you can now access and view the Account Statistics accurately, ensuring comprehensive insights into your clients' account.

Enhanced Client Categorization: Introducing Funded Type Category

To streamline tracking of clients with active investments, we have introduced a new client category called Funded. This category mirrors the information of Current clients but serves as a convenient way for advisors to differentiate clients who have invested funds with them. This enhancement provides a clearer overview of clients who currently have active investments.

Efficient Client Search: Introducing Search Bar on Home Page

To facilitate quick and convenient access to specific clients, we have added a search bar on the Home page. With this new feature, advisors can easily search for a specific client by name, saving time and improving productivity.

Expanded Contact Information: Account Number and Brokerage Firm Fields

To enhance the depth of client information, we have introduced two additional fields to contact details: Account Number and Brokerage Firm. These fields allow advisors to include essential account-specific information and easily reference the brokerage firm associated with each client.

Improved Client Sorting: Default Sort in A-Z Alphabetical Order

To enhance user experience, we have implemented a default sort of clients in A-Z alphabetical order. This sorting method provides a more intuitive and organized client list, allowing for easier navigation and management.

Security Update

Changed the way certain sensitive information was stored in the database. This new method makes accessing such data much harder for would be attackers.

With these updates, we continue to enhance functionality, categorization, search capabilities, and sorting options, ensuring a more efficient and seamless experience as you manage your client relationships.

Expanded Phone Number Functionality: View and Update Multiple Numbers

We are delighted to introduce an enhanced phone number feature that allows you to view and update multiple phone numbers for each client. With this added functionality, you can effortlessly manage and maintain accurate contact information, ensuring comprehensive communication details are readily accessible.

Improved Prospective Client Experience: View Phone Numbers for Prospective Clients

Recognizing the importance of seamless interactions, we have extended phone number visibility to prospective clients as well. Now, you can conveniently access and view phone numbers for prospective clients, enabling effective communication and streamlined engagement from the very beginning.

These updates offer expanded phone number capabilities, allowing you to effortlessly manage multiple numbers, enhance client communication, and provide a seamless experience for both current and prospective clients.

Enhanced Functionality: Update Client Notes and Client Positions with Ease

We are excited to announce the latest update that empowers you to easily update both client notes and client positions. With this new feature, you have the flexibility to make edits and revisions effortlessly, ensuring your client information remains current and accurate.

Customizable Calendar Settings: Personalize Your Default View and Time Range

To cater to your preferences, we have introduced a new settings page that allows advisors to customize their calendar's default view and the duration displayed. Tailor the calendar settings according to your needs, providing a personalized view of your schedule and ensuring maximum productivity.

These enhancements offer improved functionality and customization options, enabling seamless management of client notes and positions while allowing you to tailor your calendar settings for a more efficient and personalized experience.

Bug Fixes and Enhanced Client View: A More Seamless Experience

In this update, we have successfully resolved two bugs to ensure a smoother user experience. The first bug, which prevented the selection of the same client after backing out of the view, has been rectified. Additionally, the issue that hindered the ability to update prospective clients has been addressed, allowing for seamless data management.

Revamped Client View: Consistent Fields for Comprehensive Client Profiles

We have made significant improvements to the client view by standardizing the information displayed for all clients. Now, essential details such as address, marital status, and more are included for every client, not just the current ones. This enhancement provides comprehensive client profiles, allowing for better organization and a more holistic understanding of client information.

Experience the enhanced usability, bug-free interactions, and improved client profiles as we continue to refine our application to deliver an exceptional user experience.

Enhanced User Experience: UI Improvements for a Seamless Journey

We are excited to introduce various UI updates across the application, delivering a more enjoyable user experience. These enhancements provide a visually appealing interface that is intuitive to navigate, ensuring effortless interaction with our platform.

Streamlined Filtering: Efficiently Find Information by Date

To optimize information retrieval, we have added filter controls to both client notes and positions. Now, you can easily narrow down your search to a specific date, enabling quick access to relevant data and enhancing productivity.

Effortless Management: Note and Position Deletion Made Simple

We understand the need for flexibility in data management. With our latest update, we have introduced the ability to delete notes and positions seamlessly. This empowers you to remove outdated or unnecessary information, ensuring your records remain organized and up to date.

Simplified Position Addition: Error-Proof Process in Detailed Client View

We have redesigned the way positions are added within the detailed client view, significantly reducing steps and eliminating the chance of mistakenly selecting the wrong client. This improvement streamlines the process, making it easier and more efficient to add positions accurately.

Experience the refined user experience, efficient filtering capabilities, effortless management, and error-proof position addition as we continuously enhance our application to meet your evolving needs.

Improved Filtering Capabilities: Stay Up-to-Date with Meeting Date Filters

With our latest update, we have introduced an additional filter feature, enabling advisors to easily filter their clients by meeting dates. This enhancement ensures that advisors can effortlessly stay up-to-date and efficiently manage their client interactions based on specific meeting dates.

Enhanced User Interface: Clear Visibility of Filter Functionality

To enhance user experience, we have resolved a UI bug that previously hindered the display of filter functionality. With this fix in place, advisors can now clearly visualize and understand the purpose and impact of applied filters, ensuring a seamless and intuitive filtering experience.

Streamlined Meeting Creation: Synced Ending Time for Added Convenience

We have introduced a convenient feature within the Add Meeting functionality that automatically syncs the ending time with the starting time, simplifying the meeting creation process. This enhancement eliminates manual adjustments, making it even easier for advisors to add meetings efficiently and accurately.

• Bug Fix: Prospective Client Addition Resolved

• We have successfully addressed a bug that was previously hindering the addition of prospective clients. With this fix in place, you can now add prospective clients to your contact list.

• Introducing Client Note Feature: Enhancing Client Management

• We are excited to announce the addition of the Client Note feature, accessible through the detailed client view page. This new feature empowers you to conveniently add and manage notes specific to individual clients, enabling enhanced client management.

General UI updates to the login page, as well as slight changes to the home page. Updates available now.