Release Notes February 2025
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Performance Updates
Added auto-refresh to multiple pages with Add/Delete buttons.
Feature Updates
Feature Updates
Updated the Manual Account Mappings default layout to display more information.
Resized Bulk Email Management to expand the tables to the bottom of the page.
Added update to transfer Custom Roles to the new address when changing a user’s email.
Updated the Household Management default layout to display more information.
Deployed ability to resize columns to Location Settings.
Improved parameter name spacing within Packager in the manual report configuration pop-up window.
Added update to transfer Roles to the new address when changing a user’s email.
Bug Fixes
Improved special character handling for document file names.
Adjusted multiple Widget boarders to fit certain fonts in window.
Resolved bug affecting header filters in Data Management and Web Reports.
Added error-handling to UGL calculation for accounts with 0 Adjusted Total Cost on Holdings and Fixed Income Holdings Data Visualizations.
