What's New in Release 5.74 - October 13, 2020
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.