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November 2015 - What's New in Advisor CRM

Contents

See Saved Search Refresh Status

Single Sign-On From Advisor View and Advisor Rebalancing Into Advisor CRM

New Functionality in Progress

View Your Billable Hours in the Support Management Page

 

See Saved Search Refresh Status

We have added a column to the Saved Searches page so that when you refresh your saved searches, you can quickly and easily identify when the refresh is completed. The status for all saved searches will show as in progress initially, and you can click refresh again to identify which saved search updates have been completed.

Single Sign-On From Advisor View and Advisor Rebalancing Into Advisor CRM

You will be pleased to know that we added single sign-on access into Advisor CRM from Advisor View and Advisor Rebalancing. Now your sign-on allows you to easily switch between any of the Advisor Xi® products that you have purchased.

New Functionality in Progress

We're currently building the groundwork for exciting new future functionality and we're looking forward to announcing some great new features in upcoming release notes. Keep an eye on your email for announcements, and stay tuned to learn what new features will be on their way.

View Your Billable Hours in the Support Management Page

We've added a new Billable Hours column to the Support Management page, making it easy for you to see the number of hours that you will be billed for each support request you've submitted.

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