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System Improvements

Bug Fixes

  • This release includes a number of bug fixes that will improve the overall user experience.

System Improvements

Generate Reports from Activity Views

Have you ever wanted to run a report on objects associated with a specific valuation or insurance policy? Our report/export functionality is now available when viewing activities associated with your objects. If you’re on the Activities List View, simply select an activity and click on Actions > Report/Export to run any report. If you’re in an activity, like a valuation, head to the Objects tab and select your objects, then click on Actions > Report/Export.

Bug Fixes

Some bug fixes were made this release. Notable among them:

  • We fixed a bug with the Copy To/Move To actions in the group views. Now, when the group view refreshes with the target group, the object(s) you copied/moved will appear in the list without a manual refresh.