December Release
Household Layout Improvements
Social security number and date of birth now readily available on the household overview section. As a compliance requirement users will have to click the 'Show SSN' button in the upper right corner.
Raise Cash Workflow Improvement
New raise cash workflow streamlines advisor inputs and removed inefficient steps. Prior to this, users would have to click a new email, select a template, and select the account by account name. Now they can click the Raise Cash button, and the template is already selected with the ability to select the account by account number. All other inputs are now updated via a workflow to ensure all data is populated.
Proofpoint Secure email Configuration Update
Configuration update made to send authentication emails from a Trilogy domain, which will mitigate blocked (emails going to SPAM) or delayed emails resulting in an improved digital client experience when receiving secure emails. This was the biggest complaint when referencing poor client experience and not working as expected.
