Back|
Back |
|
October 2021 - What's New in Tamarac CRM
|
Improved Letter Filtering When Viewing Financial Accounts Closed Activity View Now Sorts from Newest to Oldest by Default Ping Now Includes Trade Approvers for Accounts and Financial Accounts |
Your book of business can sometimes contain a large number of accounts and records, so filtering and sorting are key to helping you find the records you want to view. With this release, we improved how filtering works when viewing your financial accounts. Now, by default, the letter you choose at the bottom of the page will filter your accounts using the Name column.
To verify this feature is configured, follow these steps:
Choose [GEAR ICON] to open Advanced Settings.
Choose Customizations.
Click Customize the System.
On the left navigation menu, select Financial Account, then Views.
Double-click All Active Financial Accounts.
On the right, choose Configuration Sorting.
In Sort by, ensure Name is selected. In Then By, ensure ID is selected.
The Closed Activity View lets you view activities such as emails and phone calls that have already been closed. With this release, we've adjusted the default behavior of this view to sort by newest to oldest activities. While you can change these filters at any time to find what you're looking for, this default behavior helps you find commonly used items in fewer clicks.
To verify this feature is configured, follow these steps:
Choose [GEAR ICON] to open Advanced Settings.
Choose Customizations.
Click Customize the System.
On the left navigation menu, select Activity, then Views.
Double-click Closed Activity Associated View.
On the right, choose Configuration Sorting.
In Sort by, ensure Actual End is set to Descending Order.
Ping is a way to ensure team members are well informed about your clients' activities. We've updated this feature to ensure more members of a service team will receive Ping emails. When creating a Ping for an Activity in an Account, Financial Account, or Household where the Service Team and any applicable individuals are set to receive Ping notification, we've updated default behavior to ensure all members of the service team are notified, including trade approvers for the account or financial account.
MAKE THIS A KB
TEMPLATES THAT NEED TO BE PUBLISHED BY THE CLIENT
In some cases, you may have completed workflows that generated duplicate tasks. With this release, we updated CRM to pre-checks tasks created to prevent any duplicates from being created, saving you time in sorting through potential duplicate tasks.
With this release, we updated the Quick Create feature for phone calls to include a Complete on save option. In cases where a short phone call is all that's needed, you can now create the phone call and mark it as complete in the same place without having to re-open the phone call to mark it as complete, saving you time and extra clicks.
Opportunity records now contain an additional field: Secondary Advisor. This addition allows you to enter a secondary advisor when you create the Opportunity and have that name flow through to the new record when you win the opportunity, saving you the time of adding this information later.
