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February 2024 - What's New in Tamarac CRM
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Custodial Integration: Schwab Digital Account Opening Employee Time Stamp in Tamarac CRM Postpone Future Tasks or Phone Calls to the Next Business Day |
As part of our continued integration with Schwab, if you have Schwab access, you can push existing Tamarac CRM contact information to Schwab to begin the account opening process. This streamlines the account opening process, saves you time, and reduces the risk of manual entry errors by transferring these details directly from Tamarac CRM into Schwab.
Similar to Schwab SSO, released in December, an admin can enable Digital Account Opening (DAO) and will appear as an option when selecting Schwab from the Custodian list on Account records. Users can choose from the Primary and Secondary Contacts on the Account to open a new Schwab account for, including joint accounts. If you would like help with enabling this feature or more information on it, please reach out to your Support team. , or see Schwab Digital Account Opening. (page available at release time)
The Admin user at your firm can set this integration up in your portal. For more information, see Schwab Digital Account Opening.
To enable Digital Account Opening, you must have:
In our continued effort to improve your user experience with activities in Tamarac CRM, we have added the following enhancements:
Use a keyboard shortcut to quickly add username, current date, and time when you make any updates to the Task Description. This is especially useful in a team environment, allowing you to see who made changes and when.
To add the timestamp with a keyboard shortcut, press CTRL + Y on your keyboard.
If you are utilizing the default Task form, this feature is already enabled. If you are using a custom form that was in place prior to February 2024, you will need to enable the feature. For details on enabling and configuring this feature, see Add Time Stamp in CRM Task Description.
We know how important recurring tasks and calls are to your business processes and have heard your feedback that you want tasks or calls to occur bi-weekly.With this release, the option of a bi-weekly recurrence is available for your Tamarac CRM Task and Phone Call records.
To get started with bi-weekly recurrence, see Bi-Weekly Recurrence for Tasks and Phone Calls.
With this release, you can postpone future tasks when the due date falls on a weekend. This enhancement allows you to update the default setting to add tasks or calls only on business days.
This feature uses the new Tamarac Power Automate Recurrence Flows for Tasks and Phone Calls. For more information see Power Automate or contact your service team.
This feature is only available for Tamarac Power Automate Recurrence flows. When you are using standard recurrence flows, the due date will fall on the actual date, regardless of whether it's a weekend.
You can now reopen tasks with the click of a button. With this enhancement, you can change the status of a task after they have been assigned a Completed or Cancelled status. Whether you need to add details to a closed task or reopen a cancelled task, you can use the Reopen Task feature to move the task back to active status and continue your work.
For more information about enabling this feature, see Reopen Tasks.
Please note that this feature is optional and enabling it should be discussed internally prior to activation by your firm admin user due to potential impact. This includes the following considerations:
We heard your feedback about how important it is for you to have a detailed report about your business. That’s why we are introducing the Business Valuation report. This report will give you a more complete picture of your business and help you plan for the future.
You’ll find this report under the Reports tab on your dashboard.
On the Business Valuation Report, you'll learn the following types of information:
