Collaboration Tool, Notifications, Health and Value and more….

A large number of new features and feature updates are being released today. These are organized into permission groups.

Individual instructional videos will be added to the support center.

All Users

• Notifications
• Collaboration Tool
• Date Created has been added to All Time Exports
• Department Sharing

Firms

• Health and Value Dashboard and Campaign Updates: toggling on and off the sending of the report, BCC individuals on the completed report, and QR Codes
• Portfolio Dashboard Update
• Negative Profit Values in Health and Value Update

Firm Admins

• Custom Links