Back|
Back |
|
November 2015 - What's New in Advisor CRM
|
See Saved Search Refresh Status Single Sign-On From Advisor View and Advisor Rebalancing Into Advisor CRM |
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.
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.
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.
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.
.