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Last updated: 2025-12-03


Release Notes - SmartOffice 2019 Release 1


About This Document


For general information about SmartOffice release notes, visit the Release Notes home page.


Revision History


These release notes may be revised after their initial publication. This section lists the dates of any revisions as well as a list of changes.


February 27, 2019


  • Initial publication.

March 4, 2019


  • SmartOffice Anywhere: Updated the "Support for Biometric Authentication" (PMG-800495) description to note that PIN sign-in support is being dropped.

March 6, 2019


  • Core System: Updated the "Audit Report" (PMG-709091) description to add a link to the Audit Report help topic.

March 27, 2019


  • Integrations and Data Services: Added "Insurance Sync enhancements" under the SmartIntegrator/SmartXchange section.

Release Overview


SmartOffice 2019 Release 1 features improvements to two-step authentication, a new wizard that quickly compiles documentation for compliance reviews, and productivity enhancements for lists, SMS alerts, searches and data imports. This release also resolves errors and other issues identified in SmartOffice 2018 Release 4 and earlier releases.


For a quick overview of this release, see our video.


Enhancement Highlights


This section provides quick links to the featured enhancements in this release.


Core System



SmartOffice Anywhere



System Requirements


There are no other changes to system requirements for this release. For current system requirements, see System Requirements.


Note Regarding Text Changes in SmartOffice


This release may contain minor changes to text in dialog boxes and other areas of the SmartOffice user interface. Changes of this type are typically made to correct spelling, grammar, punctuation and other language-related issues. Such changes normally are not listed in this document unless they affect the way the application works.


SmartOffice Pro Changes


Core System


Featured Enhancements


Multiple Selection Using Shift-Click

Shift-clicking has been implemented in lists to make selecting multiple records easier. After selecting one record, hold down the SHIFT key and click another record further down the list to automatically select all of the records in between. (PMG-830442)


Mobile App Option for Two-Step Authentication

Users who have two-step authentication enabled in SmartOffice Pro can now choose to generate one-time codes using the SmartOffice Anywhere mobile app.


To get started, install the latest version of the app for your Android or Apple iOS device and sign in to the app (this step is important; make sure the app is working on your device before you proceed).


Next, in SmartOffice Pro, go to User Preferences > 2-Step Authentication and select the Mobile App option for receiving codes.



The next time you sign in to SmartOffice Pro and see the prompt requesting a one-time code, open the SmartOffice Anywhere app to generate a code (to learn how, see Two-Step Authentication Code Generator in the SmartOffice Anywhere Changes section).


Also, as part of this enhancement, the Both option for receiving one-time codes through e-mail and text was renamed E-mail & Text Message for improved clarity. (PMG-836774)


Audit Report

To help advisors and compliance officers prepare for compliance audits, SmartOffice's new Audit Report feature quickly compiles relevant notes, correspondence and documents for a contact into a single PDF file. Users can easily print this report, save it to the contact record or, for users of SmartOffice's Docupace integration, save it directly to the appropriate client folder in Docupace.


To create an audit report, open a contact record and select Menu > Reports > Run Audit Report. A wizard walks you through the process of selecting the notes, correspondence and documents you want to include and saving or printing the final report. For more information, see the Audit Report help topic. (PMG-709091)


Option to Designate Imported Addresses and Phone Numbers as Primary

For certain import setups in the Data Import Wizard, users can now specify that imported addresses and phone numbers should be marked as "primary" in SmartOffice. The new option is available in the Select File to Upload section of the initial import settings dialog box.



This option is available for advisor, candidate, contact, employee census and event invitee import setups. (PMG-835890)


SMS Text Alerts for More Mobile Providers

SmartOffice now supports additional U.S. mobile phone service providers for delivering SmartOffice alerts via SMS text. In User Preferences > Basic Info, the following providers were added to the Provider drop-down list under Alert/Notification Settings Outside of SmartOffice: US Cellular, MetroPCS, Cricket Wireless and Boost Mobile. (PMG-845696)


Ability to Turn Off Prompt to Add Record Post-Search

Previously, when a user searched for a record that did not exist in SmartOffice, the system always asked whether the user wanted to create the record. Users can now turn off this prompt. In User Preferences > Basic Info, select Do not prompt to add record after search under Default Settings.


Once this preference is enabled, record searches with no results will just display an empty list. (PMG-618758)


Other Enhancements


General

  • Date-based list grouping by year: When creating a custom sort for a list, users who opt to use a date column for list grouping can now choose to group based on the year. Previously, the only date grouping options available were Month, Week and Day.

(PMG-587555)


  • Enhanced progress indicators: Progress indicators in many areas of SmartOffice have been improved to include an Abort button that users can click to stop the current request from being processed. (PMG-828935)
  • Side menu search improvements: When users search for commands on the Navigate tab of the side menu, SmartOffice Pro now automatically expands all menu categories to display the matching commands. Previously, the search was displaying the categories unexpanded, and users had to click them to see the commands. (PMG-834124)

Contact Management

  • Spouse Title column: Users can now display the title of a contact's spouse (Mr., Mrs., etc.) in its own column by adding the Spouse Title column to lists and Dynamic Reports. (PMG-543046)

Dynamic Reports

  • Dates in e-mail Dynamic Reports: Dynamic Reports that are automatically sent to recipients by e-mail now include the current date in the header. (PMG-791741)
  • New contact columns for phone number reports: In Phone Numbers-category Dynamic Reports, users can now add columns from the following contact tables: Personal, Household, Preferred Address, Primary Residence Address, Contact Benefit, Created By, Modified By and Primary Advisor. (PMG-823768)

Resolved Issues


General

  • An issue that was preventing the CTRL+P keyboard shortcut from printing SmartOffice pages properly was resolved. (PMG-720741)
  • Issues with the arrangement of buttons in SmartOffice's top bar that occurred in small browser windows were resolved. (PMG-758446)
  • In the browser-based file posting dialog box, the choices in the Keyword and Category drop-down lists were not properly alphabetized. This issue was resolved. (PMG-786650)
  • Users who tried to delete a user group from the user account User Groups content link were seeing a blank dialog box instead of a confirmation message. This issue was resolved. (PMG-834280)
  • When two or more customized column labels were identical, only one of the columns was available for selection when users customized list layouts. This issue was resolved. (PMG-836188)
  • A cross-site scripting vulnerability involving field input was resolved. (PMG-836592)
  • When a user exported a list in Excel (.xls) format, the resulting file was not reflecting any custom sort options the user had applied. This issue was resolved. (PMG-838548)
  • SmartOffice Pro was displaying a session timeout message to users even when the office's security settings specified a longer timeout interval. This issue was resolved. (PMG-843744)
  • Users who created a set containing a filter were finding that they could not manually validate the set. This issue was resolved. (PMG-844597)
  • The Run Dynamic Reports with Excel Templates user right was available for selection even when the Data Export user right was not enabled. This issue was resolved. (PMG-845728)
  • In Office Settings and User Accounts, layout issues that were causing certain content links to disappear off the edge of the browser window were resolved. (PMG-846636)

Alert Center

  • An error that some users were encountering when they tried to reply to alerts was resolved. (PMG-832182)

Contact Management

  • When viewing a business record with a long business name, users were encountering alignment issues in the user interface. This issue was resolved. (PMG-730103)
  • An issue that was preventing users from updating KYC custom field values in custom page layouts was resolved. (PMG-837657)
  • An error that occurred when users exported contacts to other offices was resolved. (PMG-840117)
  • On the contact Key Relations content link, users who tried to add a business key relation were encountering an error when the business did not exist in the SmartOffice database. This issue was resolved. (PMG-842416)
  • When the Investment Account List portlet was included in a contact custom page layout, users were unable to save changes to the SS # field. In addition, in offices configured to mask the SS # value, masking was not being applied to the field. These issues were resolved. (PMG-843892)

Correspondence

  • An issue with auto-send letters configured for presale activities was resolved. When a presale status change triggered the letter, SmartOffice was not expanding the merge codes in the letter template. This issue was resolved. (PMG-817014)
  • An issue with the household-related F\_HH\_SALUTATION merge code that was causing unexpected results in correspondence was resolved. (PMG-822021)
  • An issue with the household-related HHAddress merge code was resolved. When used in correspondence, it was always expanding to display the head of household's preferred address. This issue was resolved so that the merge code gives precedence to the household's address, if one exists; otherwise it displays the head of household's address. (PMG-822026)
  • During manual e-mail posting from Outlook to SmartOffice, the Selected Contacts list was displaying archived contacts in some instances. This issue was resolved. (PMG-838710)
  • In the Correspondence Wizard, users who selected the Using a Set option on the Recipients step were finding that the list of available sets was loading slowly. The Members column was identified as the cause, so that column was removed. (PMG-844013)
  • In the Letter Template detail dialog box, the Pick Date button in the Expires On field was not working. This issue was resolved. (PMG-844920)

Dynamic Reports

  • An issue with the Automatic Report E-mailing feature was resolved. When a report was configured to include a large number of characters in the e-mail body, users who tried to add more recipients were encountering an error. (PMG-732083)
  • An issue with Letters Sent-category Dynamic Reports was resolved. When users selected the Sent By sorting/grouping option, SmartOffice was sorting the report by the Created By date instead. (PMG-829876)

PDF Reports

  • In the Policy Summary PDF report, Benefit Amount field values were missing commas, making the numbers hard to read. The commas were restored. (PMG-830494)

SmartOffice Sync for Microsoft Exchange

Note: These changes apply to enterprise customers only.


  • When the SmartOffice Sync & E-mail Posting for Microsoft Exchange user right was cleared for a user account, any active Exchange sync setups for that account were not being automatically deleted from the database. Similarly, when the SmartOffice Sync for Microsoft Exchange license was disabled for an office, any active sync setups created for users in that office were not being deleted. These issues were resolved. (PMG-836202)

SmartPad

  • An issue that occurred when users pasted text from an e-mail message into a new SmartPad note was resolved. When the note was saved, SmartOffice was removing spaces between some words. (PMG-748247)
  • Printed SmartPad notes were not retaining line breaks in some instances. This issue was resolved. (PMG-821382)
  • Opening the SmartPad for two or more households was causing an error for Enterprise View users who selected the View Data from All Offices within the Hierarchy below a Selected Office option. This issue was resolved. (PMG-844931)
  • An error that some users were encountering when searching SmartPad entries was resolved. (PMG-844933)

SmartCalendar


Enhancements


  • Ability to limit proxy-related calendar data views: Enterprise customers can now limit the ability of users to view other users' calendar data when proxy relationships are involved. This enhancement applies to the calendar itself as well as activity Dynamic Reports. By default, when SmartOffice displays the Available Users list, selecting View > Show Users in Proxy/Groups displays the following:

- Users whose data the signed-in user can see


- Users who can see the signed-in user's data



Enterprise customers can change this behavior so that the list displays only those users whose data the signed-in user can see. To do so, the SmartOffice server administrator must change the value of the element in the server config.xml file to false. (PMG-837547)


  • Ability to limit user group calendar data views: Enterprise customers can now limit the ability of users to view other users' calendar data where user groups are involved. This enhancement applies to the calendar itself as well as activity Dynamic Reports. By default, when SmartOffice displays the Available Users list, selecting View > Show Users in Proxy/Groups displays all user groups in the office. Enterprise customers can change this behavior so that the list displays only those user groups to which the signed-in user belongs. To do so, the SmartOffice server administrator must change the value of the element in the server config.xml file to false. (PMG-837549)

Resolved Issues


  • Issues with printing activity lists were resolved:

- The contents of the Description column were difficult to read in some instances because text formatting was not being retained.


- Long e-mail addresses were extending into adjacent columns.



(PMG-811361)


  • In activity Dynamic Reports, when users pointed to the Activity Date column and selected the Mark Done option in the information card, SmartOffice was displaying a message stating that the feature was not available. This issue was resolved. (PMG-833620)
  • An issue affecting users who enabled the Show Other Users' Calendar option was resolved. When these users ran an activity Dynamic Report, the results were including data from users whose status was Disabled, even though the user's View Other Users' Calendars setting in User Preferences was not set to Yes (All Statuses). (PMG-837548)
  • When a user's View Other Users' Calendars setting in User Preferences was set to No, the user was still being prompted to select users when running Calendar-family Dynamic Reports. This issue was resolved. (PMG-838402)
  • While viewing the results of an activity search, users who tried to mark an activity as Done when it had previously been marked as Done were seeing a blank dialog box. The issue was occurring when users tried to mark the activity as Done from the information card or the icon in the Mark Done column. This issue was resolved. (PMG-842426)
  • Users were unable to mark activities Done from the contact Activity Log tab using the icon in the Mark Done column. This issue was resolved. (PMG-845308)

SmartLeads


Resolved Issues


  • When accepting a lead, Internet Explorer users were unable to select the Apply Correspondence default options check box in the Select Action for Accepted Leads dialog box. This issue was resolved. (PMG-832235)

SmartOpportunities


Resolved Issues


  • An issue affecting offices configured with a default opportunity process was resolved. While creating an opportunity record, users who clicked the More button in the New - Opportunity dialog box were finding that the Process drop-down lists under Add Additional Opportunities were not set to the default process. (PMG-780913)
  • The Next and Previous buttons in the Custom Button Bar were not working when users tried to view opportunity records from an opportunity list. This issue was resolved. (PMG-822304)
  • On the Global Opportunity List and the contact Opportunities tab, users who opened a record and then tried to navigate to the next record were seeing the message "You have reached the end of the list," even when the end had not been reached. This issue was resolved. (PMG-837601)
  • An issue affecting opportunities linked to records shared from another office was resolved. When a user ran an opportunity Dynamic Report containing the Actions - Update column, the Mass Modify Opportunity Stage button in that column was not working properly if the opportunity resided in the other office. (PMG-839874)

SmartEvents


Resolved Issues


  • For certain events, the Event Status History dialog box was missing the Select the appropriate Event Status and Remarks sections. This issue was resolved. (PMG-846643)

SmartRecruiting


Resolved Issues


  • On the candidate Interviews/Actions content link, users who viewed the details of a record in the Interviews section were running across layout issues. These issues were resolved. (PMG-842111)

Advisors/Agencies


Enhancements


General

  • Advisor field audit tracking: Changes to the advisor Remarks and Marketing Mgr fields are now tracked using the Audit Trail feature and can be viewed from the Changes tab in the SmartPad. (PMG-829217)

SmartView for Advisors

  • Renamed user rights: On the User Rights content link of SmartView for Advisors user accounts, the Riders & Reinsurance user right was renamed Show Riders & Reinsurance to SVA users to make its purpose clearer. Similarly, the Show Additional Info. Content Link user right was renamed Show Additional Info. Content Link to SVA users. (PMG-834923)

Resolved Issues


General

  • An issue with agencies assigned as supervisors on advisor records was resolved. The issue occurred when users opened an agency record by clicking the agency name in the Supervisor field of the advisor record. In the these instances, the Appointment List on the agency Cont./Appt. content link was always blank, even when the agency had appointments. (PMG-828122)
  • When an advisor with a middle name was added as the supervisor for an agency, clicking the supervisor's name in the agency record was displaying a message stating that the record did not exist. This issue was resolved. (PMG-828550)
  • An issue with advisor searches was resolved. When a user searched for an inactive advisor, the system was displaying SmartSearch results that included the advisor's name, and clicking the name was displaying the advisor as a contact record. (PMG-833351)
  • An issue that was preventing Production Dashboard data from updating properly in some instances was resolved. (PMG-844050)
  • Users who added a SmartPad - Advisor/Agency-category Dynamic Report to an advisor custom page layout were encountering an error when they saved and applied the layout. This issue was resolved. (PMG-845243)

SmartPolicies


Enhancements


  • Policy beneficiary column change: On policy lists, the Beneficiary column now displays names in first name last name format instead of last name, first name. This makes the column more consistent with other policy relationship columns, such as Payor. (PMG-829473)
  • Fast updating of requirements when changing an insured: When a user changes the insured or annuitant on a policy or pending case, the system now asks whether any associated requirements should be updated as well. Clicking the Yes button updates all requirements to link them to the new insured/annuitant. (PMG-831474)
  • New "uninsurable" inforce policy status: A new status, Inforce - Uninsurable, is now available for policies in the Active stage. One possible use of this status is to indicate that the insured has become uninsurable since the policy was put inforce (e.g., due to a change in health) and could face difficulties securing new coverage if the policy were to lapse. (PMG-831674)
  • New "uninsurable" table rating: Insureds and annuitants linked to policies and pending cases can now be assigned a table rating to indicate that they are uninsurable. To do so, open the appropriate entry in the Policy Insured List or Policy Annuitant list of a policy or case, click the Rate drop-down list, and then select the new Table U (Uninsurable) choice. (PMG-833798)

Resolved Issues


  • An issue that occurred when users clicked the Options hyperlink in a policy, pending case or group policy record was resolved. In the Options dialog box that opened, users who selected Menu > List Options were finding that the submenu was not visible. (PMG-687233)
  • Two issues with merging policies, products, riders and pending cases were resolved:

- When the records were of different insurance types, the dialog box prompting the user to select records of the same type was blank.


- When the records were not in the Active stage, the dialog box warning the user that the records are not active was blank.



(PMG-831336)


  • An issue with e-mail correspondence generated from a policy or pending case list was resolved. When a user selected multiple policies/cases and then selected the Launch E-mail command, SmartOffice was forcing the user to select a letter template before displaying the e-mail message window. (PMG-833353)
  • Two issues with annuity policies and pending cases were resolved:

- Users who tried to add a second annuitant to a policy or case were finding that the Second Annuitant role was not available for selection, even when the product had the Second Annuitant setting enabled.


- When a policy or case had a second or joint annuitant, the system was improperly allowing users to delete the primary annuitant.



(PMG-833456)


  • An issue with updating policies, group policies and pending cases was resolved. The issue occurred when an office was set up to automatically generate SmartPad entries when users made changes to policies. Instead of monitoring for changes to policy names, numbers and plan names/carriers only, the system was monitoring many other fields. The result was an excessive number of SmartPad entries being generated. (PMG-838799)
  • Two policy issues related to exporting contacts to other offices were resolved:

- When two policies linked to the same product were exported, the product record was being created twice in the target office.


- When policies with subaccounts were exported, the main linked product was being created in the target office, but the products linked to the subaccounts were not.



(PMG-845528)



Insurance Products and Carriers


Enhancements


  • New medical product type: A Prescription plan type was added to the system for Medical-type insurance products. To assign the new plan type to a medical product, go to the product's Detail content link and, under Product Information, select Prescription from the Type drop-down list. (PMG-834542)

Resolved Issues


  • Several issues with resource-office carrier and product records were resolved:

- On the carrier Forms content link, the system was improperly allowing local-office users to edit the details of forms added from the resource office.


- On the carrier PCM Options content link, the system was improperly allowing users to delete follow-up requirements added from the resource office.


- On the carrier and product Underwriting Guidelines and Notes content link, certain columns in the Office/Agency Requirements and Carrier/Product Underwriting Guidelines lists were displaying improper values in some instances.


- On the carrier, product and rider Letters/Documents content link, the system was improperly allowing local-office users to edit the details of documents added from the resource office.



(PMG-840953)


  • The system was allowing local-office users to use the Carrier Merge command for resource-office carriers. This issue was occurring when the Carrier List in the local office was customized to include the Office column. This issue was resolved. (PMG-844707)

SmartCaseManager


Enhancements


  • More fields for contacts added during case creation: When creating a contact record for an insured directly from the Pending Case Add Detail dialog box, users can now add phone number and address information. Previously, fields for adding this data were not present in the New - Contact dialog box. (PMG-829008)
  • Enhanced licensing/contracting for Enterprise View users: Enterprise View users can now select parent-office users when configuring licensing/contracting managers for a child office. In addition, these users can assign parent-office users to manage advisor requests linked to child-office pending cases. (PMG-832564)

Resolved Issues


  • A pending case issue affecting Enterprise View users was resolved. The issue occurred when a child-office user created a pending case requirement and selected a parent-office user as the requirement manager. When viewing the requirement from the Requirement Follow-Ups list in the parent office, an Enterprise View user who selected the Menu > Pending Case Management command was encountering an error in some instances stating that the action could not be completed. (PMG-831399)
  • In the premium history of a pending case, the following issues were resolved:

- Changing the issued modal premium was not recalculating the annualized premium.


- Changing the submitted or issued commissionable modal premium was not recalculating the commissionable annualized premium.



(PMG-834447)


  • After running a Requirements-category pending case Dynamic Report, clicking a policy number in the list of results was opening the pending case record with no tabs. This issue was resolved. (PMG-834469)
  • An issue with custom page layouts applied to pending case records was resolved. When an informal term life pending case was formalized, clicking the Plan Name hyperlink in the formalized case was not opening the product list. This issue was occurring when the Benefit and Cash Value portlets were in the layout. (PMG-834663)
  • On the requirement follow-ups list, users who selected Menu > Pending Case Management to view the associated pending case were finding that they could not view case notes. This issue was resolved. (PMG-837671)
  • An issue that was causing the pending case Letters/Documents content link to load slowly for some users was resolved. (PMG-838726)
  • While viewing informal child pending case records, users were unable to navigate to other records using the Previous and Next commands. This issue was resolved. (PMG-840797)
  • An error that was occurring when users tried to add phone and address information to resource- or System-office carriers, service providers, medical facilities and doctors was resolved. (PMG-844902)
  • When copying a pending case, users who opted to copy letters and documents were finding that duplicates of those items were being created in the original case. In addition, those items were not appearing in the new case. This issue was resolved. (PMG-845220)

SmartBenefits


Resolved Issues


  • On the Group Policy List, an issue that was causing the Lookup columns from the Group Policy Custom table to display incorrect values was resolved. (PMG-833977)
  • From the Group Policy List, users who clicked the Activity/Mail content link and added an activity were unable to mark the activity as Done from the same page. SmartOffice was becoming unresponsive. This issue was resolved. (PMG-843898)

SmartWholesaler


Resolved Issues


  • An issue with the producer/firm Request/Requirement content link was resolved. When a user added an entry to the Advisor Request List, the list was not refreshing automatically to display the new entry. (PMG-829814)

SmartCommissions


Resolved Issues


General

  • When a product option was deleted from a product, the system was not properly unlinking the option from the commission rate and band. This issue was resolved. (PMG-833340)
  • In the Edit Commission Rates dialog box, the Copy Band command was not working when the commission banding type was Excess Banding, Number of Members Banding or Premium Banding. This issue was resolved. (PMG-834120)
  • When a column from the Product Extension table was included in a Projected Advisor Commission-category commission Dynamic Report, users who tried to export the report results were encountering an error. This issue was resolved. (PMG-835307)
  • An issue with Advisor Commission-category Dynamic Reports was resolved. When a report included certain columns and filters, reconciled adjustment commissions were not appearing in the results. (PMG-843213)
  • After calculating commissions from the Illustration Import dialog box, users who then closed the Expected Commission List were ending up back in the policy record instead of the Commission Records from Illustration dialog box. This issue was resolved. (PMG-847427)

Batch Processing

  • In some instances, SmartOffice was returning an error when a user with Enterprise View turned on tried to sort the Advisor Commission Check List of a processed batch by office. This issue was resolved. (PMG-837890)
  • An issue with unposting commission batches was resolved. The issue occurred when an advisor's check was put on hold in one batch because it was below the minimum check amount. When the check was later released in a second batch that was posted, users who tried to unpost the first batch were not seeing the message explaining that the other batch must be unposted first. In addition, the checks generated in the second batch were being deleted. (PMG-845507)

Speed Receipts

  • In speed receipt records, the Create Payments by Interest % of Policy command in the Commission Data list no longer runs calculations when the interest percentage for any advisor shown is zero. (PMG-834371)

SmartInvestments


Resolved Issues


Investment Positions

  • An issue affecting users who included activity Dynamic Reports on their home page dashboards was resolved. When a user viewed an activity's contact (by clicking the contact's name in the report), the contact's Investment Positions tab was displaying positions linked to another contact. (PMG-834400)
  • An issue with the contact Investment Positions tab was resolved. When the position list layout contained the Account Name column from the Investment Accounts table, users who filtered the list to show only closed positions were encountering an error. (PMG-834752)

Investment Reports

  • An error that users were encountering when they ran the TWRR Performance Summary of Accounts PDF report was resolved. (PMG-842136)

Integrations and Data Services


Enhancements


General

  • Latitude and longitude properties: Developers incorporating location-related features into their SmartOffice integrations now have access to two new properties of the Address object through the SmartIntegrator API: Latitude and Longitude. In addition, columns displaying this data are available for use in SmartOffice Pro lists and Dynamic Reports that display address information. (PMG-837545)

Inforce Policy Import

  • Improved rider processing: In inforce policy imports, riders are now processed as records that are linked to their associated carriers and products. (PMG-811707)
  • Improved Suspend-status handling for Pacific Life: For inforce policy imports from Pacific Life, additional changes were made to better handle Suspend-status policies. Now, when the status of a policy is Suspend in both the data feed and in SmartOffice, the system does nothing, and no policy notes entry is created. (PMG-836164)

SmartIntegrator/SmartXchange

  • Insurance Sync enhancements: Several improvements were made to provide better  synchronization of pending case data from agency offices to advisor offices:

  • An advisor can now choose not to receive updates for informal pending cases from the agency. In the configuration dialog box for the advisor connection, select the Do Not Send Informals option. (PMG-828395)
  • An advisor can now choose not to synchronize pending cases that reach the Active and/or Inactive stage in the agency office. In the configuration dialog box for the advisor connection, find the Stop Feeding Provider Cases when Provider Stage Is drop-down list and select the appropriate stage. (PMG-828395)
  • An advisor can now see how the agency decides determines which cases are synchronized to advisor offices. In the configuration dialog box for the advisor connection, a new Sync Cases Based On field indicates whether the agency synchronizes cases based on advisor supervisor hierarchy, commission hierarchy, contract hierarchy or proxy assignment. The field is read-only. (PMG-828395)
  • An advisor can choose to receive updates only for those pending cases created or modified after a certain date/time. In the configuration dialog box for the advisor connection, find the Sync Cases Created/Modified After drop-down list and select the appropriate date and time. (PMG-828395)
  • The pending case data synchronized from the agency office to the advisor office now includes target premium. (PMG-820930)
  • When a SmartPad entry is synchronized from the agency office to the advisor office, the entry's Created On date in the advisor office now matches the Memo Date of the entry in the agency office. (PMG-835908)
  • When an agency's SmartView for Advisors data visibility settings are configured to hide notes from advisors, pending case notes are no longer synchronized to advisor offices through Insurance Sync. The setting that controls this in the agency office is Advisor Visibility Defaults - Notes, located under Setup > Policy/Case Setup > Advisor Communication > Advisor Privacy. (PMG-823838)

  • API enhancements: For integration developers, the Remarks property of the VendorCode object was exposed through the SmartIntegrator API. In addition, the State property of the ProposalTracking object is now searchable. (PMG-823958)
  • Searchable policy date: For developers accessing the SmartIntegrator API, the PolicyDate property of the Policy object is now searchable. (PMG-838792)

Resolved Issues


Inforce Policy Import

  • An issue with SmartOffice’s handling of policy status in Pacific Life inforce policy imports was resolved. (PMG-785395)
  • An error that was occurring when the system processing inforce policy imports from Zurich was resolved. (PMG-821892)
  • When importing inforce policy data from New York Life, SmartOffice was creating incorrect advisor records for contacts that already existed in the system. (PMG-822681)
  • An issue with the mapping of imported inforce policy data to premium in SmartOffice was resolved. The system no longer maps the value in the data feed to the premium value in SmartOffice, because it was overwriting the value that is already mapped to premium. (PMG-831064)
  • When inforce policy records in the data feed were missing certain values, SmartOffice could not determine whether the product was a rider, and processing of the policies was failing. This issue was resolved so that, when those values are missing in the feed, SmartOffice assumes the product is not a rider and proceeds with processing. (PMG-832370)
  • General errors affecting inforce policy processing were resolved. (PMG-835467, PMG-839750)
  • An issue with missing indicator code information that was causing errors with inforce policy imports was resolved. (PMG-837050)
  • An issue that was creating duplicate contacts in SmartOffice following inforce policy import processing was resolved. (PMG-838962)

Investment Data Downloads

  • When setting up certain investment data download integrations, users were encountering a vague error message when they tried to enter Rep ID information. The wording of the error was improved to provide users with more guidance. (PMG-834671)
  • An issue with Albridge investment data downloads that was creating additional address and phone number entries in existing contact records was resolved. (PMG-838541)

SmartIntegrator/SmartXchange

  • When performing searches for insurance products through SmartIntegrator, developers were finding that resource-office carriers to which the local office was not subscribed were being included in search results. This was causing errors due to product codes that were not matching. This issue was resolved. (PMG-836796)

SmartOffice Anywhere Changes


Note: SmartOffice Anywhere changes are also summarized on the Release History page in SmartOffice Anywhere Help.


Featured Enhancements


Two-Step Authentication Code Generator


The latest version of the SmartOffice Anywhere app can generate one-time codes for users who have two-step authentication enabled in SmartOffice Pro (download the app for your Android or Apple iOS device).


First, enable the new option in SmartOffice Pro to receive one-time codes by mobile app (see Mobile App Option for Two-Step Authentication in SmartOffice Pro Changes). The next time you sign in to SmartOffice Pro and see the prompt asking for a code, open the SmartOffice Anywhere app and tap the Authenticate button in the bottom toolbar to generate your code,



(PMG-838587)


Support for Biometric Authentication


The SmartOffice Anywhere mobile app now supports biometric authentication for quicker sign-ins on both iOS and Android devices.


iOS users can sign in to SmartOffice Anywhere using Touch ID or Face ID (on devices that support those features) by selecting the Enable TouchID/FaceID Sign-In option on the app's sign-in screen.



Similarly, Android users can sign in using fingerprint authentication (on devices that support that feature) by selecting the Enable Fingerprint Sign-In option on the SmartOffice Anywhere sign-in screen.


Note: Because of this enhancement, support for the PIN sign-in method is being discontinued.


(PMG-800495)


Other Enhancements


  • New button bar on mobile app: A new row of buttons was added to the bottom of the SmartOffice Anywhere mobile app to accommodate new authentication features and to made commonly used functions easier to access.  

The buttons are:



  • Back: Takes the user back to the previous screen he/she was viewing.
  • SOA: Displays SmartOffice data.
  • Refresh: Refreshes the data on the screen if the user is viewing SmartOffice data. If the user is generating a one-time code for two-step authentication, this button generates a new code.
  • Logout: Signs the user out of the app.

Resolved Issues


  • An issue with the See Data For feature was resolved. In the user selection dialog box, selecting the Clear all selected items option was not clearing the check boxes next to selected users. (PMG-839489)
  • SmartView for Advisors users were not seeing Delete buttons for alerts in SmartOffice Anywhere. This issue was resolved. (PMG-841982)
  •  In cross-office proxy scenarios, when a participant from a different office was added to an activity, that user was unable to see the activity in the SmartOffice Anywhere calendar. This issue was resolved. (PMG-843508)