2025
Contract Requirements and Internal Managers
RESOLVED ISSUESWe fixed an issue that prevented Requirements and Internal Managers from being saved correctly when creating a new contract.
End-Dated Principal Affiliations on Firms.
RESOLVED ISSUESWe fixed an issue where end-dated affiliations were still displaying Principals as active on the Firm's anchor.
Whitelist Tool.
RESOLVED ISSUESWe resolved an issue with the Whitelist Tool that prevented addresses from being added correctly.
We fixed an issue that prevented Requirements and Internal Managers from being saved correctly when creating a new contract.
End-Dated Principal Affiliations on Firms.
RESOLVED ISSUESWe fixed an issue where end-dated affiliations were still displaying Principals as active on the Firm's anchor.
We fixed an issue where end-dated affiliations were still displaying Principals as active on the Firm's anchor.
Whitelist Tool.
RESOLVED ISSUESWe resolved an issue with the Whitelist Tool that prevented addresses from being added correctly.
We resolved an issue with the Whitelist Tool that prevented addresses from being added correctly.
2025
Advisor Import Batch
IMPROVEMENTSIMPORT BATCHESWe added new columns to Advisor Import Batches, making it easier to assign uplines: Hierarchy Type, Hierarchy Type ID, Upline ID, and Upline Type.
We added new columns to Advisor Import Batches, making it easier to assign uplines: Hierarchy Type, Hierarchy Type ID, Upline ID, and Upline Type.
2025
External Managers now available on Opportunities
IMPROVEMENTSThe External Managers section is now available for Opportunity records.
The External Managers section is now available for Opportunity records.
2025
Brands Now Displayed on Contracts' Levels Card
IMPROVEMENTSBrands are now visible on the Levels Card within Contract records.
Brands are now visible on the Levels Card within Contract records.
2025
New "Agreement" Attachment Option for Carriers and Contracts
IMPROVEMENTSWe added the "Agreement" option to Carriers and Contracts attachments.
Product Type and Category Now Displayed on Contracts' Levels Card.
IMPROVEMENTSThe Product Type and Category are now visible on the Levels Card within Contract records.
Contract's Product Type now displayed correctly on the Task List.
RESOLVED ISSUESWe fixed an issue where the Contract's Product Type was not displaying correctly when the "Internal Pay" option was unchecked.
We added the "Agreement" option to Carriers and Contracts attachments.
Product Type and Category Now Displayed on Contracts' Levels Card.
IMPROVEMENTSThe Product Type and Category are now visible on the Levels Card within Contract records.
The Product Type and Category are now visible on the Levels Card within Contract records.
Contract's Product Type now displayed correctly on the Task List.
RESOLVED ISSUESWe fixed an issue where the Contract's Product Type was not displaying correctly when the "Internal Pay" option was unchecked.
We fixed an issue where the Contract's Product Type was not displaying correctly when the "Internal Pay" option was unchecked.
2025
Policy Firm Autopopulation Feature not working properly
RESOLVED ISSUESWe fixed an issue that prevented the Policy Firm Autopopulation feature from functioning properly.
We fixed an issue that prevented the Policy Firm Autopopulation feature from functioning properly.
Case Study
Integrity Marketing Group
2025
Contract Levels Refactor
IMPROVEMENTSWe removed the Contract Level resource and replaced it with the new Contract Hierarchy resource, offering a more intuitive and manageable structure.
Learn more
We removed the Contract Level resource and replaced it with the new Contract Hierarchy resource, offering a more intuitive and manageable structure.
Learn more2025
GraphQL Schema Changes (scopedLicenses)
IMPROVEMENTSINTEGRATIONSWe updated the schema, which impacted the scopedLicenses field. This update will improve how licenses are listed and grouped, enhancing data retrieval efficiency and offering a more comprehensive view of appointments.
Learn more
We updated the schema, which impacted the scopedLicenses field. This update will improve how licenses are listed and grouped, enhancing data retrieval efficiency and offering a more comprehensive view of appointments.
Learn more