Release Update - Q1 2023

IMPROVED

Life Events Money Move Search Bar

• Added search bar capability to assist in searching for Money Moves that have been created for Life Event assignment. 

Folder Search Bar

• Added search bar capability to assist users in searching multi-level deep folder structure for specific files or folders.

Multi-Org Resource Tracking Report

• Users are now able to select multiple or all organizations within a hierarchy when running the Resource Tracking Report.
• Resource Tracking Report now includes ‘Organization’ column header.

Resources Display Order

• We’ve updated how resources are displayed on the ‘Resources’ page. It will now display employer-sponsored resources at top, followed by custom resources, and then Questis resources.
• Ordered by creation/updated date and then in alphabetical order.

FIXED

Notes Report End Date

• It was reported that the end date for Notes Report didn’t register the current day as the day was not over. This issue has been fixed.

Required User Registration fields show as Optional

• It was reported that specific user profile fields required to be entered were still marked as ‘Optional’. This issue has been fixed.

Prohibiting View of Financial Profile

• It was reported that when users prohibited Admins or Advisors from viewing their Financial Profiles, their annual income was still visible within the Assessment Responses Report. This issue has been fixed.

Footer Link for ‘Articles’

• It was reported that within the footer, the link to ‘Articles’ was directing the user to ‘Resources’ instead. This issue has been fixed.

Inheriting Marketing Email from Source

• ‘Marketing Email from Source’ was not populating when ‘Email from Source’ was activated for child organizations. This issue has been fixed.

Retake Assessment showed Header and Menu

• When a user was prompted to retake an assessment, the dashboard header and menu were still visible. This issue has been fixed.

REMOVED

User’s Accounts and Lifetime Income Removed from Admin View

• It was determined to be unnecessary for Admins to view a user’s Accounts and Lifetime Income pages. These pages have been removed from the Admin view.

Advisor and Admin Ability to Update other Advisor and Admin ‘About Me’ Card

• It was reported that an error occurred when an Advisor or an Admin attempted to edit another Advisor or Admin’s ‘About Me’ card on their Profile page. This ability has been removed.

Cloning Platform Email Templates

• Admins had the ability to clone Questis email templates but it served no purpose as these auto-generated emails were hardcoded to send and could not be changed by Admins.This ability has been removed.