SMS Client Onboarding
SMS invites will now be sent along with email invites if a phone number is available.
CRM Integration & Resync Enhancements
We added the ability to update a single contact or perform a bulk resync from CRM.
And enhanced the Import process from CRM with:
“Cannot be Imported tab” now displays the Reason column first.
UI improvements for better table scrolling.
Contacts without a Primary Advisor cannot be imported.
Advisors can now import/update only their assigned contacts.
Export options for Advisor, Tags, and Contact Import.
🍎 View Sync, Import, and Update Contacts from Your CRM Help Center Article for all the details or jump straight to Update Your Contact Information from Your CRM
"My Teams" Page
Added a "My Teams" section in the side menu, allowing users to view their advisory team members.
Action Items & Notifications
Advisors now receive both email and push notifications when a client completes an action item.
Action items are now visible on the Contact Summary page for advisors/admins.
Custom Notifications & Scheduling
Custom notifications and scheduled messages will now only be sent to active clients in Tags and Templates.