Release Notes - SmartOffice Pro Canadian Edition 11.1.16

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.

December 18, 2023

• Initial publication.

Enhancement Highlights

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

Core System

• Correspondence with Outlook 365 web app

• Option to not save attachments to SmartOffice

• Saved side menu state

• Default types for new phone and address records

• View More choice applies to subsequent list pages

• Ability to add space between fields in page layouts

• Activity outcome busy/available time indicator

• New correspondence options in the calendar

Agency Management

• Presale count fields

• Improved province selection for appointment records

• Improved province selection for CE and compliance

• Default status setting for product searches

• Ability to copy data from one policy/case to another

• Ability to hide old policy advisor entries

• Automated case correspondence enhancements

• Await Quote workflow enhancement for informal cases

• Informal workflow improvements

• Ability to add riders during case creation

• Group policy renewal workflow

• Mass modification of group policies

• Additional method for creating carrier postings

Integrations and Data Services

• Zoom and Webex integrations

• Zapier integration

System Requirements

 For current system requirements, see System Requirements. Note the following changes since the last release:

• End of support for Internet Explorer 11: SmartOffice no longer supports the Internet Explorer 11 web browser. Microsoft ended support for Internet Explorer 11 on June 15, 2022. SmartOffice is compatible with the latest versions of Google Chrome, Mozilla Firefox and Microsoft Edge. If you have any questions or concerns, please contact SmartOffice Technical Support.

• End of support for Windows 8.1: Due to Microsoft's end of support for Windows 8.1 on January 10, 2023, SmartOffice no longer supports that version of Windows. Users of Windows 8.1 are encouraged to upgrade to a newer release.

• End of support for Office 2013: Due to Microsoft's end of support for Office 2013 on April 11, 2023, SmartOffice no longer supports that version of Office. Users of Office 2013 are encouraged to upgrade to a newer release.

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

Correspondence with Outlook 365 Web App

SmartOffice can now be configured to open the Outlook 365 web app when the user selects the Launch E-mail command (from the Correspondence menu or the Correspondence Wizard) or when the user clicks a hyperlinked e-mail address. In User Preferences > Correspondence Options, go to the new Launch E-mail section and select the Open Outlook 365 web app option.

Once the new preference is saved, selecting Launch E-mail opens a new message in Outlook 365 with the To field prefilled. This feature requires a Microsoft 365 subscription but does not require the SmartOffice for Microsoft 365 add-in. (PMG-926854)

Option to Not Save Attachments to SmartOffice

To help save storage space, administrators can now set up SmartOffice so that the system does not save e-mail attachments from outgoing e-mail messages. Go to Setup > Office Settings > Office Correspondence Options and select the new Do not store attachments from outgoing e-mails in SmartOffice option under E-mail Attachment Options.

(PMG-920217)

Saved Side Menu State

When a user minimizes or restores the side menu, SmartOffice Pro now remembers the menu's state when the user signs out and displays it the same way upon the next sign-in. For more information about minimizing the side menu, see Navigation - Side Menu. (PMG-920890)

Default Types for New Phone and Address Records

Users can now define the default types for addresses and phone numbers added to contacts. In User Preferences > Basic Info, select the preferred types from the new Default Phone Type and Default Address Type drop-down lists under Default Settings.

When no option is selected, the default type is Business, as it was previously. (PMG-900187)

View More Choice Applies to Subsequent List Pages

By default, selecting View More at the bottom of a list displays up to 1,500 records, but when a user navigates to subsequent pages of the list, the system reverts to displaying 50 records per page. With this enhancement, the administrator can configure the office to keep displaying up to 1,500 records on subsequent list pages. Go to Setup > Office Settings and turn on the option labeled Automatically display 1,500 records per page in a list after the user selects View More. Note that enabling this option may slow down system performance.

(PMG-830649)

Ability to Add Space Between Fields in Page Layouts

To provide additional flexibility for organizing fields in custom page layouts, SmartOffice now allows users to insert horizontal space between fields. The new Add Line Space item is located under the list of available fields.

Drag the Add Line Space item into any portlet above or below a field. The words “Line Space” appear in the layout to show where the space has been inserted.

Reposition the space by dragging it to a new location, or remove it by selecting its x button. (PMG-913088)

Other Enhancements

General

• Count of records tagged in a list: A new Records Tagged count at the bottom of SmartOffice lists indicates the number of records the user currently has checked.

(PMG-860611)

• Pagination of list portlets: To improve loading times for custom page layouts containing list portlets, such as Dynamic Report and note portlets, the system now displays a maximum initial number of records in these portlets (typically 50, though the number varies). To enable users to view additional records, these portlets now feature list navigation controls, including a page number drop-down list and Previous, Next and View More hyperlinks similar to those found on regular SmartOffice lists.

(PMG-880525)

• Confirmation for clearing record alerts: To help prevent the accidental clearing of record alerts, SmartOffice now displays a confirmation message when a user selects the Clear button on an alert. (PMG-907067)

• Longer user names: The maximum allowed length of SmartOffice user names was increased to 256 characters. The previous maximum was 20. (PMG-910462)

• New maximum length for user account e-mail addresses: The maximum length of the e-mail address associated with a SmartOffice user account was increased to 256 characters. (PMG-915512)

• Additional columns for user list: To obtain more information about user accounts, administrators can now add columns from the Modified By table to the user accounts list (Setup > User Accounts). For example, the newly available Modified By column shows the last user who modified the account. (PMG-921978)

• Option to hide password reset command: Enterprise customers who provide SmartOffice access to their users through single sign-on can now configure their servers to hide the Menu > Reset Password command from users. In the server config.xml file, set the value of  to true or false. (PMG-922247)

• Relabeled user rights for Office add-ins: The user rights that determine whether a user can access SmartOffice data and features from within Microsoft applications have been relabeled. On the User Rights content link of a user account, the section that used to be labeled MS Outlook Plug-In is now Microsoft Add-Ins. In addition, there are now two user rights: Outlook (formerly labeled SmartOffice Access in Outlook) and Excel.

(PMG-923527)

• Super User option in user rights templates: A Super User check box was added to the User Rights Templates dialog box, making it easier for administrators to apply this powerful right along with other user rights when creating user accounts.

(PMG-923716)

• Help buttons: To make help information easier for users to access, key areas of SmartOffice now display a help button that users can select to go directly to the relevant help topic. Areas of the system that currently feature this button include the home page/dashboards, activity detail and activity outcome dialog boxes, and the user rights and licenses page.

(PMG-925883)

• Higher character limit for file descriptions: The maximum length of the Description field for files posted to SmartOffice was increased to 256 characters from the previous limit of 75. (PMG-929974)

Contact Management

• Contact greeting in information card: The information card, which appears when users point to a contact name in lists and other areas of SmartOffice, was enhanced to display the contact's greeting name in parentheses.

(PMG-906655)

• Custom data columns for household reports: Users can now add columns displaying contact and business custom field data to Household-category Dynamic Reports. In addition, users can add columns displaying household custom field data to Household Members-category reports. (PMG-906703)

• Enhanced phone number search: The phone number portion of the advanced search for contacts was improved. When the user enters a partial number in the Phone # field, SmartOffice now looks for that string of digits anywhere in the phone number. Previously, the system looked only for phone numbers that started with those digits. (PMG-910455)

• Ability to customize Gender drop-down list: In contact, advisor, and other records containing the Gender field, the options available in the Gender drop-down list can now be customized. Users with the appropriate rights can select the Customize Choice button in the drop-down to specify the choices that users can see. In addition, two new system choices are now available: Binary and Transgender. (PMG-910189, PMG-916777)

• Automatic household address updates: When a contact is a head of household, adding an address to the contact and marking it as the preferred address now updates the household's address automatically. (PMG-911774)

• New preferred communication option: (Enterprise customers only) Administrators can now configure their SmartOffice servers to display Phone as an additional preferred communication option in the following areas of the system:

- New - Contact dialog box

- Contact Add'l Personal content link

- New - Business dialog box

- Business Add'l Detail content link

To enable this option, set the value of the element in the server config.xml file to true. (PMG-918815)

• Ability to show/hide KYC content links: User accounts can now be configured to either show or hide the KYC content links in contact, business and investment account records. A new KYC View license controls whether a user has access to these components of SmartOffice's Know Your Client (KYC) feature. The new license will be enabled automatically for users in offices in which KYC templates are currently applied.

(PMG-929613, PMG-930760)

• Improved control of contact liability access: Administrators can now specify whether users can see the Liabilities tabs for contact, business and household records. The existing Show Liability Screens user license has been enhanced to control the visibility of those tabs. (PMG-930759)

Correspondence

• Bcc column in E-mail Queue: A new Bcc column is available in the E-mail Queue message list to display all blind-copied recipients of outgoing e-mail messages, including e-mailed Dynamic Reports. Users with the appropriate rights can customize the layout of the E-mail Queue list to add the column. (PMG-889474)

Dynamic Reports

• Custom data columns for household reports: Users can now add columns displaying contact and business custom field data to Household-category Dynamic Reports. In addition, users can add columns displaying household custom field data to Household Members-category reports. (PMG-906703)

• Enhanced report usage statistics: When viewing the usage statistics for Dynamic Reports (Menu > Dynamic Report Usage Statistics), users with the appropriate rights can now add the following new columns to the statistics list:

- Record Count: The number of records that the report returned.

- Run Time (ms): The amount of time in milliseconds that the report took to return results.

- From Homepage: Whether the report was run from a home page tab.

(PMG-924128)

SmartPad

• Enhanced Audit Trail tracking: The SmartPad Audit Trail feature now tracks changes made to the following additional fields:

- Sub-Type (contact Personal content link)

- AlphaNum19 (policy Additional Info. content link)

- AlphaNum20 (policy Additional Info. content link)

- Date3 (policy Additional Info. content link)

- YesNo7 (policy Additional Info. content link)

(PMG-930088)

Resolved Issues

General

• After using the Menu > Page Layouts command to open the Custom Template Detail dialog box, users who tried to apply a template from the List content link were unable to do so. This issue was resolved. (PMG-914739)

• The system was using the plug-in method for opening files, even when the user's preferences were configured for browser-based file opening. This issue was resolved. (PMG-914944, PMG-915013)

• Two spelling checker issues affecting the contact Remarks field were resolved:

- In some instances, the spelling checker was not identifying misspelled words in the Remarks field after identifying and correcting the first word.

- When the Remarks field was maximized and the spelling checker was run, any corrections made to misspelled words were not appearing once the Remarks field was minimized.

(PMG-915362)

• An issue that was causing record alerts to not display properly was resolved. (PMG-916515)

• An issue that occurred when users reset a forgotten password was resolved. After providing the security answer and creating a new password, these users were seeing a blank page when they signed in to SmartOffice. (PMG-918315)

• An error that users were encountering when they tried to open documents was resolved. (PMG-918867)

• An issue that was preventing users from deleting call scripts was resolved. (PMG-919027)

• A license expiration message that some users were encountering when they tried to sign in to SmartOffice was resolved. (PMG-920126)

• An outdated copyright year displayed on SmartOffice Pro pages was updated. (PMG-921110)

• Users were encountering a sign-in error when the PCM Reports option was selected in the Default location at sign-in (SOPRO) drop-down list under User Preferences > Basic Info. This issue was resolved. (PMG-921282)

• An issue that was allowing users to access disabled SmartOffice offices through single sign-on (SSO) was resolved. (PMG-921406)

• When using browser-based file posting, users who specified keywords for files they posted using drag and drop were finding that the keywords were not being saved. This issue was resolved. (PMG-922224)

• In some instances, dragging the edge of a list column heading to change its width was not causing the data in that column to move accordingly. This was causing column headings and data to be out of alignment. This issue was resolved. (PMG-925742)

• Printing a list using the Print Record Details option was causing records to appear cropped in the printout. This issue was resolved. (PMG-926275)

• For users who have two-step authentication enabled, an issue that was causing sign-in codes to be delayed or to not arrive at all was resolved. (PMG-927139)

• Users who have spaces in their user names were unable to sign in to the system. This issue was resolved. (PMG-930344)

• Several improperly named columns that started with the characters "ssHead" were corrected to display proper names. (PMG-931757)

Contact Management

• An issue was occurring when a contact's Sub-Type field contained a manually entered value that was not one of the Sub-Type drop-down list choices. When a user performed an advanced search using that sub-type value as one of the search criteria and with the Both contacts and businesses (all types) option selected, the contact was not appearing in the search results. This issue was also affecting business records in a similar way. (PMG-732815)

• Two issues with managing calculated columns in the List Layout Customization dialog box were resolved:

- The system was not allowing users to assign attributes such as Average, Total, Subtotal, Maximum and Minimum to the columns.

- In some instances, the table designation for the columns was missing.

(PMG-869096)

• Two issues with exporting contacts to another office were resolved:

- When a carrier with a primary contact was exported along with other contact data, the carrier record in the target office showed the primary contact, but clicking the contact's name was producing a "Your action cannot be completed" error.

- When riders were exported along with other contact data, rider options were not being included.

(PMG-882666)

• When the business Detail content link was customized to add a group policy Dynamic Report portlet, the report was not showing any records. This issue was resolved. (PMG-901298)

• An issue with the New (Comprehensive) command for creating a business record was resolved. Users who chose to add an opportunity during this workflow were able to select an opportunity process and marketing campaign, but the drop-down list for selecting the current opportunity stage was not working. (PMG-910340)

• When a user had the Display Letter Log and Document List together option enabled in User Preferences > Correspondence Options, files that the user uploaded to the investment account Letters/Documents content link were not appearing, even after the user refreshed the page. This issue was resolved. (PMG-911925)

• When a custom page layout was applied to the contact Detail content link, some users who tried to send correspondence from that content link were seeing duplicate Correspondence Wizard dialog boxes. This issue was resolved. (PMG-913305)

• On the contact Key Relations content link, the option to modify the layout of the Referred Contacts list was missing. This option was restored. (PMG-913596)

• An issue with editing the page layout of the contact Add'l Detail content link was resolved. Users who changed the position of the Do Not Market check box in the Communication Privacy portlet were finding that the check box was changing to a drop-down list when they saved and applied the layout. (PMG-914932)

• The prompt to accept contacts exported from another office was not appearing for Google Chrome and Microsoft Edge users. This issue was resolved. (PMG-916001)

• An issue with creating contacts in offices using office security was resolved. The issue occurred when the Assign new contacts to the users who create them option was not enabled in Setup > Office Settings > SmartPad/New Contact/E-Mail Posting, During contact creation, when the system displayed a list of users who could be assigned to the contact, closing the list without selecting a user was resulting in the new contact having no user assignment. Now, if the user list is closed, SmartOffice automatically assigns the signed-in user to the contact. (PMG-917540)

• In contact lists and records, several issues that were preventing users from accessing the Menu > Advanced Options > Start the Timer command were resolved. (PMG-917792)

• In the New - Contact dialog box, users who specified a letter template in the Send Letter field were being prompted twice to confirm the sending of the letter when they saved the new contact. This issue was resolved. (PMG-921940)

• An issue affecting business records containing multiple business key relations was resolved. When a user navigated to the business Key Relations content link, selected multiple business key relations under Business Hierarchy, and then tried to create a business key relation, SmartOffice was displaying the Business Key Relationship Details dialog box twice. (PMG-922211)

• Users who tried to mass assign a large number of contacts to a different primary advisor were encountering long delays before the assignment process completed. This issue was resolved. (PMG-923075)

• In custom contact page layouts, adding a custom field to the Preferred Communication portlet was preventing users from updating the selected option in that portlet. This issue was resolved. (PMG-923243)

• In offices with office security enabled, the system was unexpectedly assigning users to the contacts they created in these instances:

- When automatic user assignment for new contacts was disabled in Office Settings > SmartPad/New Contact/E-mail Posting.

- When the user opted not to assign a user to the contact during the contact creation workflow, e.g., by dismissing the prompt to assign a user.

This issue was resolved. (PMG-923457)

• When selecting the Menu > Business Hierarchy command for two or more business records at a time, users were being presented with duplicate business hierarchy dialog boxes. This issue was resolved. (PMG-923732)

• In office hierarchies, parent-office users who signed in to child offices were unable to add photos to child-office contact records. This issue was resolved. (PMG-924291)

• An issue was occurring when a contact record with associated policies was linked to a household and was later merged into another contact record that had no holdings. When the household was validated, its value was different after the merge. This issue was resolved. (PMG-924835)

• When the SmartPad Notes portlet was added to a custom household page layout, users were finding that any notes they created in the portlet were not being saved. This issue was resolved. (PMG-926293)

• Users with Enterprise View turned on were unable to search for business records by abbreviation. This issue was resolved. (PMG-930875)

• On the contact Personal content link, an issue was occurring when a user selected the Company hyperlink, clicked the New button, entered a name in the Business Name field, and then selected the Search for existing business record button. In the list of matching businesses, when the user viewed a business's details and then selected the OK button, the name of the business was disappearing from the list. This issue was resolved. (PMG-931725)

Correspondence

• On the contact Letters/Documents content link, changing the category of a letter in the Letter Log was causing an issue. When the user navigated to the tab corresponding to the new category, the letter was not appearing in the list. This issue was resolved. (PMG-907993)

• In the contact Letter Log, users who tried to open an entry containing a comma in its name were encountering an error. This issue was resolved. (PMG-916912)

• An issue that was preventing offices from sending outgoing e-mail from SmartOffice through the Microsoft 365 SMTP server was resolved. (PMG-918136)

• Two issues with correspondence and documents were resolved:

- In the Method step of the Correspondence Wizard, selecting the Launch Word option was not opening the user's word processor when selected.

- In the contact Document List, when a user linked to a locally stored file using the Link to File Location command, the user was unable to open the file by selecting the icon in the Open column. A blank page was opening instead.

(PMG-918974)

• An issue with sending correspondence from a list of Dynamic Report results was resolved. During the correspondence workflow, when the user specified a follow-up activity and selected the Track Activity Outcome option, the resulting calendar activity did not have outcome tracking enabled. (PMG-919807)

• Selecting a large number of contacts and then selecting the Launch E-mail command was not opening a new Outlook message window. This issue was resolved. (PMG-923953)

• When a user ran correspondence from a household list using a template containing the HHSalutation merge code, the correspondence preview was showing incorrect salutations. This issue was resolved. (PMG-930792)

Data Import/Export

• When a user exported a list, the window that normally tells the user that the export file is being created and that the file is ready to download was not displaying those messages in some instances. This issue was resolved. (PMG-929139)

• Two issues were occurring after large list exports of Dynamic Report results were sent to the Job Queue for processing:

- When SmartOffice refreshed the report results, the Modified By column was updating to display the signed-in user's user name, and the Modified On column was updating to display the current date for the first 52 records.

- The system was posting an entry to each contact's SmartPad noting the date and time of the list export.

These issues were resolved. (PMG-930954)

Dynamic Reports

• In list and Dynamic Report charts, the system was displaying integer values as decimals (i.e., with a decimal point followed by two zeroes). This issue was resolved. (PMG-837816)

• When custom fields were relabeled on the user account Detail content link, the new labels were not appearing when those fields were added to Activity Participants-category Dynamic Reports. This issue was resolved. (PMG-906687)

• In the new Dynamic Report setup wizard, users who selected the Save button multiple times on the List Layout step were finding that the report preview was disappearing if a filter was applied to the data. This issue was resolved. (PMG-908208)

• An issue that was preventing users from bringing activity custom columns into certain Dynamic Reports was resolved. (PMG-910611)

• An issue with Dynamic Reports containing columns with customized labels was resolved. When these reports were run directly from Microsoft Excel, the columns were displaying their default labels instead of the customized labels. (PMG-913147)

• The OK and Cancel buttons were not visible in some instances when users set up filters in Dynamic Reports. This issue was resolved. (PMG-913613)

• An issue with exporting advisor Dynamic Reports to Excel was resolved. When a report contained advisor custom columns, the user-defined labels for those columns were not appearing in the exported file. (PMG-914122)

• Users were encountering the error "Spreadsheet is not defined for the selected dynamic report join" when they tried to create Dynamic Reports in the following report categories: Pending Case Notes, Opportunity Notes, Documents for Pending Case/Policy. This issue was resolved. (PMG-916403)

• An error that users encountered when they tried to create a copy of a Dynamic Report was resolved. (PMG-916782)

• An issue with Dynamic Reports that use the Summary list layout was resolved. When users created calendar activity reports sorted and grouped by activity sub-type and also enabled the Subtotal and Total attributes for the Sub-Type column, the sub-type counts displayed in the report were incorrect. (PMG-918158)

• An issue with Dynamic Report FTP uploads was resolved. When the E-mail Rule Details dialog box contained entries in the Recipient Users or Recipient Contact/Businesses lists that did not have valid e-mail addresses, the report was not uploading to the specified FTP site. The system no longer performs this e-mail address check for FTP uploads. (PMG-922412)

• An issue that occurred when users tried to export the results of certain Dynamic Reports was resolved. When a Dynamic Report was set up to allow users to change its date filters when the report was run, the process of exporting the list of results was hanging at the point where the system displayed the message "List export file is being created." (PMG-923462)

• An issue with Dynamic Reports that filtered on a date field using a popular date range was resolved. When the Ignore Year option was selected and the date range included dates from the next calendar year, the report was not producing any results. This issue was resolved. (PMG-925959)

• For Dynamic Reports that are set up to allow filter criteria changes when run, users who tried to change the filter criteria were sometimes not seeing the OK and Cancel buttons and therefore could not apply their changes. This issue was resolved.  (PMG-929773)

• Users who created or modified Dynamic Reports belonging to the Activities for Advisors report category did not have access to the ActivityCustom table and its columns. This issue was resolved.  (PMG-930815)

• A "failed to load object" error that child-office users were encountering when they ran certain System-office activity reports was resolved. The error was occurring when the report was grouped by participant. (PMG-931106)

Home Page

• An issue with home page portlets displaying Goals-category Dynamic Reports was resolved. When a report was grouped by goal and the portlet height was less than 300 pixels, the goal number was being cut off. (PMG-915995)

• An issue with assigning a home page dashboard to another user was resolved. If that user later removed the dashboard, the assigning user was no longer seeing it in the Manage Dashboards dialog box. (PMG-917620)

• In some instances, home page tabs shared from a System office were appearing in child offices without an "x" button, preventing users from closing those tabs. This issue was resolved. (PMG-930917)

• An "invalid chart definition" error was occurring in some instances when a user tried to view a Dynamic Report chart in a dashboard. This issue was resolved. (PMG-932066)

Households

• When a user selected the Create New Household command on the Contact List (under Menu > Advanced Options), the user could not complete the process because the Save button in the New Household dialog box was not working. This issue was resolved. (PMG-931393)

Sets

• An issue that occurred after a user created a set filter was resolved. When the filter was based on the Birth Date column, the date range was set to Past Month and the Ignore year option was enabled, the new filter was displaying the string "strPrevMonthIgnoreYear" in the Filter Criteria list. (PMG-932020)

SmartPad

• Users who tried to enter a SmartPad note for multiple contacts at the same time were encountering an "internal server" error. This issue was resolved. (PMG-921403)

SmartCalendar

Featured Enhancements

Activity Outcome Busy/Available Time Indicator

When a user selects the Pick Date and Time button in the Activity Outcome dialog box to reschedule an activity, SmartOffice now shows the time slots the user has free for the selected date, with busy time slots shown in dark blue.

(PMG-855185)

New Correspondence Options in the Calendar

button and choose Communication > Correspondence.

(PMG-908467)

Other Enhancements

• Fewer clicks when creating new Done activities: To streamline the activity creation workflow, SmartOffice no longer asks the user for confirmation when the user creates an activity and sets its status to Done. Previously, the system was unnecessarily displaying the message "Mark the current activity as Done?" and prompting the user to select OK or Cancel. (PMG-922237)

Resolved Issues

• An issue that was preventing users from navigating from the calendar Day view to the Week view was resolved. The issue was occurring when the Tasks list on the Week view contained an alphanumeric contact custom column and the user was viewing the calendars of two or more users. (PMG-911109)

• An issue was occurring when a task's start date or end date was changed at the same time as the task's description. After the task was saved, the relevant SmartPad entry was not reflecting the modified description. (PMG-912568)

• An issue with entering start and end dates for activities using the Pick Date button was resolved. When users selected any date quickly more than twice, SmartOffice was inserting a random date into those fields. (PMG-916158)

• The task AutoMove feature was not moving unfinished tasks to the current day in some instances. This issue was resolved. (PMG-919576)

• After marking a calendar activity or task as Done, users who tried to reschedule the activity/task in the Activity Outcome dialog box were unable to select a date. This issue was resolved. (PMG-919947)

• An issue with the Tasks list on the calendar Day and Week views was resolved. When the Sub-Type column was added to the list and the user sorted the list by that column, task descriptions were displaying incorrectly. (PMG-921053)

• On any calendar view, users who navigated to the Custom tab were finding that they could no longer access the Group Scheduling tab. This issue was resolved. (PMG-921314)

• An issue with viewing tasks in a maximized Tasks list was resolved. The issue occurred when a user opened a task from the list, added values to fields on the task's Custom tab and saved the changes. When the user then selected the same task in the list and selected the Custom tab, the fields the user had populated were appearing blank. (PMG-921779)

• On the contact Activity Log tab, an issue was occurring when the list layout was customized to make Contact Name the first column. When a user modified a recurring task, the system was not asking whether the changes should be applied to the current occurrence or all future recurrences. This issue was resolved. (PMG-922853)

• When viewing other users' calendars, users without Super User rights were not seeing columns in the Tasks lists of the calendar Day and Week views. This issue was resolved. (PMG-925167)

• Users were encountering an error when they selected Calendar > Group Scheduling from the side menu. This issue was resolved. (PMG-928691)

• On the calendar Agenda view, selecting the All Days in Past + Today option from the Date Ranges drop-down list was displaying activities from the current day only. This issue was resolved. (PMG-928757)

• During activity cancellation, selecting the option to reschedule was closing the dialog box and not displaying any additional prompts. This issue was resolved. (PMG-931444)

• While viewing other users' calendars, users were able to view and modify the details of those users' activities despite not having the appropriate proxy relationship or Super User status. This issue was resolved. (PMG-932549)

SmartLeads

Resolved Issues

• On the Leads List, selecting Unassigned from the Lead Status drop-down list was not filtering the list properly. The list was displaying records with other statuses as well. This issue was resolved. (PMG-917382)

• In leads, the Remarks field was ignoring line breaks and displaying all text in a single line. This issue was resolved. (PMG-924684)

• On the Unaccepted Leads List, the command for auto-accepting leads using contact record matching was not working. This issue was resolved. (PMG-924838)

• In leads Dynamic Reports, the system was not allowing users to create filters based on the Created By field. This issue was resolved. (PMG-927757)

• When a lead was linked to a spouse, accepting the lead was not removing it from the Unaccepted Leads List. This issue was resolved. (PMG-932002)

SmartOpportunities

Enhancements

• New method to link advisors to opportunities: Users can now link a new advisor record to an opportunity directly from the New - Advisor dialog box. An Add an Opportunity section is now available at the bottom, enabling the user to select the appropriate opportunity process.

(PMG-914484)

• Carrier and product columns for opportunity presale list: On the opportunity Presale Activity/Proposals content link, users can now add columns containing data about the carrier and product associated with each presale activity. By accessing List Layout Customization, users with the appropriate rights can select the new Reference Carrier Basic Info and Reference Product tables to view and choose from the available columns. (PMG-922570)

• Opportunity direct-link merge code: When generating correspondence from an opportunity record, users can insert the new OpportunityLink merge code to include a direct link to the opportunity record.  When expanded, this merge code displays a "Click Here" link that the recipient can use to navigate to the opportunity record (the recipient must be signed in to SmartOffice). (PMG-923600)

• Pending case list for opportunity page layouts: When customizing an opportunity page layout, users can now include a list of the pending cases that are linked to the opportunity. To do so, edit the layout (Menu > Page Layout) and add the new Pending Case portlet. (PMG-923600)

• New related contact roles for opportunities: On the opportunity Related Resources/Competition content link, users now have two additional role choices for related contacts: Co-Insured and Insured. (PMG-926729)

• Prefilling of presale insured info when linking pending cases: On the opportunity Presale Activity/Proposals content link, when a user tries to link a presale activity to an existing pending case, SmartOffice now prefills the Primary Contact field in the Search Pending Cases dialog box with the name of the presale insured. This enhancement helps the user search more quickly for cases linked to the presale insured. (PMG-927893)

• Opportunity enhancement for linked pending cases: Users can now view the pending case/policy linked to an opportunity directly from the SmartOffice home page. From any home page tab that contains a list of opportunities, open an opportunity record, and then select Menu > Go to Linked Pending Case/Policy. (PMG-930203)

Resolved Issues

• An issue with opportunity Dynamic Reports was resolved. In some instances, users who sorted report results by selecting a column heading and then tried to open a record were encountering an error. This issue was resolved. (PMG-916009)

• Users who did not have the Mass User Assignment user right did not have access to the Menu > Automatically Move to Next Stage command from the Opportunity List. The Mass User Assignment user right is no longer required to use that command. (PMG-920374)

• An issue that was preventing some opportunity merge codes from expanding properly was resolved. (PMG-923600)

• An issue with adding the Opportunity Notes portlet to a custom opportunity page layout was resolved. When the user selected an option other than All Actions from the Stage drop-down list under Stage Actions for Current/Previous, SmartOffice was still displaying all stage actions. (PMG-925185)

• When a custom field was added to the Opportunity Detail portlet in a custom opportunity page layout, the Campaign field was becoming mandatory. This issue was resolved. (PMG-925486)

• When an opportunity advanced automatically to the next stage upon completion of all current stage actions, the opportunity record was not displaying the correct participant in some instances. This issue was resolved. (PMG-925507)

• In some instances, changing the current stage on the opportunity Detail content link was changing the stage date to a future date. As a result, users were seeing a "Future date not allowed" error when they tried to save any changes to the opportunity. This issue was resolved. (PMG-926746)

• Users who did not have the Opportunity Setup Administrator license were able to modify the name of a sales process from the Default Opportunity Process field under User Preferences > Basic Info. This issue was resolved. (PMG-931421)

SmartCampaigns

Resolved Issues

• In marketing campaign lists and Dynamic Reports, two extraneous Percentage columns linked to the Campaign table were removed. (PMG-918222)

SmartEvents

Resolved Issues

• After updating the status of an event invitee to Contact Later and creating an activity, users were finding that selecting the Save button in the Activity Detail dialog box was not closing the dialog box. This issue was resolved. (PMG-904151)

• When an update to an event invitee's status triggered a correspondence workflow, the Correspondence Wizard was not opening. This issue was resolved. (PMG-910763)

SmartRecruiting

Resolved Issues

• In the Search Candidates/Recruits dialog box, selecting the New button was prompting the user to search for a contact. This issue was resolved so that the user is now prompted to enter the details of the new candidate/recruit. (PMG-921440)

• On a candidate's Interview/Actions content link, users who tried to open PDF documents linked to an action were finding that the documents were downloading as .zip files that could not be opened. This issue was resolved. (PMG-922572)

Advisors/Agencies

Featured Enhancements

Presale Count Fields

Users can now track the number of quotes and/or illustrations run for a particular advisor and client directly within a single presale activity record. Presale records now have three Presale Type drop-down lists, each with its own Count field.

For example, a user could enter Whole Life with Term Rider as one type and 3 as the count to show that three quotes/illustrations for that line of business have been run for that advisor and client. The choices available in the Presale Type drop-down lists can be defined by users who have the Drop-Down Choice Customization user right (all three drop-down lists display the same choices). Presale Type and Count columns are also available in presale lists and Dynamic Reports. (PMG-907462)

Improved Province Selection for Appointment Records

In advisor and agency appointment records, the options for editing province information have been revised for improved usability:

• A new Province drop-down list enables users to quickly select a single province (this field cannot be edited when any of the options described below are selected).

• To specify more than one province, the user can now select the new Multiple Provinces option, which reveals the scrolling list of provinces (previously, this list was always visible).

• To specify all provinces, the user can select the All Provinces option as before, but selecting this option now hides the list of provinces and automatically selects the Multiple Provinces option.

(PMG-912088)

Improved Province Selection for CE and Compliance

In advisor/agency continuing education and compliance records, users can now specify multiple provinces in a single record. This enhancement eliminates the need to create a separate record for each province. Select the new Multiple Provinces option to reveal a list of provinces to choose from. To quickly select all provinces, select the new All Provinces option.

(PMG-711132)

Other Enhancements

General

• More mass-modifiable advisor fields: When mass modifying advisor records, users can now modify the AlphaNum3, AlphaNum4 and AlphaNum5 custom fields from the advisor Add'l Detail content link.

(PMG-905387)

• Activity reports for advisor page layouts: When customizing page layouts for advisor records, users can now add Dynamic Reports displaying advisor calendar activity data. To do so, add a report from the Activities for Advisors report category to the layout. (PMG-907260)

• Improved advisor license creation: On the advisor License/Compliance content link, SmartOffice now allows users to add multiple license records having the Resident option selected and different provinces specified. The system still warns users when they select a resident provinces that is different from that specified in another license record, and it still asks whether the user wants to specify a new province. But selecting No to the prompt now allows the user to proceed. Previously, the user could not save the record after selecting No. (PMG-911076)

• Contract templates for agencies: Users can now apply a contract template to an agency record if the House Account option is not selected on the agency Add'l Detail content link. Previously, contract templates could be applied only to advisor records. (PMG-912500)

• Enhanced mass editing of advisor/agency appointments: From the Advisor & Agency List, selecting Menu > Advanced Options > Mass Edit Appointment Records now allows users to mass edit three additional appointment fields: Appointment No., Contract No., and Remarks. (PMG-913877)

• Ability to track reason for appointment termination: A new Termination Reason drop-down field now appears in the Appointment Information dialog box when the user selects Electronic Request - Termination as the appointment's status.

The field contains no predefined choices; users with drop-down customization rights can add choices to make them available to users in the office. (PMG-923672)

• Drop-down custom fields for advisor appointments: The AlphaNum1 and AlphaNum2 custom fields in the advisor Appointment Information dialog box have been converted from simple text fields to drop-down lists, enabling users with drop-down customization rights to define standard choices for those fields. (PMG-923721)

• Ability to unlink cases from presales: A new command enables users to unlink a pending case/policy from a presale activity. While viewing a presale activity's Detail content link, select Menu > Unlink Pending Case/Policy. (PMG-929362)

• Improved agency search: When a user performs an agency search from the Search box and enters at least three characters, SmartOffice now returns search results based on both agency name and abbreviation. Previously, the abbreviation was not considered in agency searches from the Search box, even though it was considered for business searches. (PMG-929926)

• Improved case search for linking presale records: When users try to link a presale activity to an existing pending case, the system now populates the Plan Type and Policy Type fields in the Search Pending Cases dialog box automatically based on the information in the presale record. If that information is not present in the presale record, those search fields are set to All by default. This enhancement also resolves an issue in which selecting All for those search fields was not returning all cases linked to the presale's primary insured. (PMG-931056)

SmartView for Advisors

• SmartOffice full version banner: Advisors who access SmartOffice using a SmartView Case Status account can now select a banner at the top of the page for information about the full version of SmartOffice. (PMG-909203)

• Improved security for advisor access: To help protect the user accounts of advisors who sign in to SmartOffice, SmartView for Advisors accounts now support two-step authentication. (PMG-914313)

• SmartPad access for SmartView for Advisors users: Advisors who sign in to SmartOffice using a SmartView for Advisors – SmartOffice Format account can now view the contact SmartPad. A home office can provide this feature to an advisor by enabling the SmartPad user right in the advisor's user account. (PMG-925725)

Resolved Issues

General

• An issue that occurred when users opened advisor records from Global Search results was resolved. When users added license records on the advisor License/Compliance content link, the licenses were not appearing on that content link when the page refreshed. (PMG-559058)

• On the advisor Key Relations content link, users who tried to add a policy contact who was not in the contact database were encountering an "insert/update failed" error instead of a message stating that no matching record was found. This issue was resolved. (PMG-600146)

• An issue with the Advisor Contract List section of the advisor Cont./Appt. content link was resolved. Selecting more than one advisor contract and then selecting Advanced Options > Related Commission Rates from the Options menu was displaying two instances of the message "Only the highlighted record will be processed. Continue?" (PMG-849894)

• Several issues with advisor custom page layouts were resolved:

- When a user added a custom portlet to a layout and then saved the layout without adding any fields, the fields in the other portlets were disappearing.

- The number of fields in the Personal Information portlet was changing in some instances after the default page layout was restored.

(PMG-908237)

• When users selected the Menu > Advanced Options > Mass Edit License Records command from the Advisor & Agency List, the License Editable List was not allowing changes to the License Number column. This issue was resolved. (PMG-910206)

• Presale activity Dynamic Reports containing a Created On filter for the current date were not displaying presale records that met that criterion. This issue was resolved. (PMG-910700)

• An issue with the Production Dashboard that was preventing users from calculating the top-performing agents/brokers for the month of December was resolved. (PMG-916206)

• An issue was occurring when the page layout of the advisor Personal or agency Detail content link was customized. When users clicked the name in the Supervisor field, SmartOffice was displaying the supervisor record in a pop-up instead of navigating to the record. This issue was resolved. (PMG-918595)

• An issue with advisor requests created from the Advisor Request List (Insurance > Advisor Requests) was resolved. When entering the details of the request, users who added an entry to the Requirements List were finding that the requirement was not appearing in the list after it was saved. (PMG-921710)

• An issue with sending correspondence related to an advisor request listed on the advisor/agency Request/Requirement content link was resolved. When the user opted to send e-mail correspondence to the advisor but did not specify a letter template, the system was displaying an error instead of just ending the correspondence workflow. (PMG-921908)

• A correspondence issue affecting presale activities that were converted to pending cases was resolved. When viewing the details of a pending case from a presale activity's Pending Case content link, users were finding that the Menu > Communication > Correspondence command was either missing or not working. (PMG-921956)

• When the Carrier Name column was added to the advisor Presale Activity/Proposals content link, users who selected the name of a carrier in that column were seeing a "failed to load object" error. This issue was resolved. (PMG-922834)

• When a user tried to add carbon copy recipients for a large number of advisors or agencies at once, the process was hanging. This issue was resolved. (PMG-923230)

• When the Production Dashboard portlet was added to a custom advisor page layout, the portlet wasn't displaying its title once the layout template was saved and applied. This issue was resolved. (PMG-923384)

• When used on an advisor record that was not linked to any policies, the Advisor Reassignment command was displaying a progress bar and then hanging. This issue was resolved. (PMG-923407)

• On the advisor Presale Activity/Proposals tab, non-Super Users who tried to create quotes or requirements using the following commands were encountering a "Your action cannot be completed" error:

- Menu >  New 'Presale Activity/Proposal - Quick Quote' record

- Menu >  New 'Presale Activity/Proposal - Requirement' record

(PMG-925109)

• When users selected multiple advisors or agencies in a list and then selected the Menu > Assign Contacts to the Current Advisor command, the system was displaying duplicate confirmation messages explaining what the command will do. This issue was resolved. (PMG-927286)

• An issue with viewing presale activities from the advisor Presale Activity/Proposals tab was resolved. When office security was enabled, non-Super Users were unable to view presale activity notes. (PMG-927555)

• Two issues on the presale activity/proposal Detail content link were resolved:

- Under Additional Details, when a user selected the linked case record to view its details, the dialog box that opened was not displaying the insurance type in the title.

- After modifying multiple fields without saving those changes, users who then selected Menu > Link Presale Activity/Proposal to Existing Pending Case were encountering duplicate save warnings.

(PMG-929143)

• On the advisor/agency Presale Activity/Proposals tab, an issue that non-Super Users were encountering when they created quick quote and requirement records was resolved. The issue occurred after these users entered the details of the new record and then selected the Save & New button. When users then filled in all fields except for Primary Insured and selected the Save & Close button, they were seeing the error "The requested record or page cannot be displayed."  (PMG-930077)

• When using the Menu > Link Presale Activity/Proposal to Existing Pending Case command, users had access to buttons for creating a pending case. These buttons were removed. (PMG-930091)

• In some instances, non-Super Users who tried to access the advisor Pending Cases tab were seeing the message "The requested record or page cannot be displayed." This issue was resolved. (PMG-930285)

• An issue with the workflow for linking a presale activity to an existing pending case was resolved. When the pending case search returned only one result, the system was not showing the pending case list. (PMG-930481)

• Several issues affecting the presale activity Detail content link were resolved:

• Under Results, when values were entered in the Insurance Type and Plan Type fields, changing the Insurance Type and then saving the record was changing the Plan Type field value to a number. In addition, changing the Insurance Type repeatedly was creating duplicate entries in the Plan Type drop-down list.

• When the presale activity was linked to a pending case with an insurance type and plan type different from those specified in the presale record, the system was displaying the pending case Underwriting content link with the wrong insurance type in the title. In addition, once the case was linked, selecting the Linked Case link was displaying the case with the wrong insurance type in the title.

• In newly created presale activities, the system was clearing the Presale Insured field when the user linked an opportunity to the presale record by typing the opportunity name and then saving the record.

• When the presale insured was a business and the insurance type was Group Cancer, Group Accident or Group Hospital, users who tried to convert the presale record to a pending case were seeing the dialog box for creating a pending case instead of a group policy. In addition, the Plan Type field value was changing to a number.

(PMG-931442)

SmartView for Advisors

• Group cancer, group accident and group hospital policies were not visible to advisors who access SmartOffice using a SmartView for Advisors - Case Status account. This issue was resolved. (PMG-847800)

Insurance Products and Carriers

Featured Enhancements

Default Status Setting for Product Searches

Administrators can now specify the status that will be selected by default when users in the office search for individual insurance product records. In Setup > Policy/Case Setup, navigate to PCM Workflows > Initial PCM Workflow to locate the new Default Status for Product Search option. Then choose Active, Inactive or All. to indicate the default.

(PMG-911027)

Resolved Issues

• When the page layout of the carrier Misc Information content link was modified to include a custom field, users who entered data into that field were finding that the data was not being saved. This issue was resolved. (PMG-903958)

• When a user changed the Sub-Type field on the Product Settings content link, the system was not updating the modification date of the product record. This issue was resolved. (PMG-908604)

• An issue with customizing the page layout of the carrier Detail content link was resolved. When the Remarks field under the Vendortext portlet category was added to the layout, the field was not accepting any data. To resolve this issue, the Remarks field was made available under the Carrier - Portlet category instead. (PMG-918839)

• Two issues with product options were resolved:

- When adding 100 or more product options to a product at once, users were being signed out of SmartOffice.

- When deleting 100 or more product options from a product at once, users had to wait a long time for the operation to complete, and SmartOffice was displaying a blank dialog box.

(PMG-919016)

• When a user selected the Global Search option, searched for a carrier, and then viewed the carrier record, the carrier Detail content link was incorrectly displaying a business record layout, making some carrier-specific fields unavailable. This issue was resolved. (PMG-920933)

• When a user posted an e-mail message with attachments to a business record linked to a carrier record, the attachments were not visible on the Letters/Documents content link of the carrier record. This issue was resolved. (PMG-927256)

• In product records, several page and list layout issues on the Product Settings content link were resolved. (PMG-931332)

SmartPolicies

Featured Enhancements

Ability to Copy Data from One Policy/Case to Another

A new utility allows users to copy specific data (e.g., notes, requirements, letters) from one policy or pending case to another existing policy or case.

To access this feature, open a policy or pending case record, select Menu > Advanced Options, and then select Copy Policy Data to Existing Policy or Copy Case Data to Existing Pending Case. (PMG-903954)

Ability to Hide Old Policy Advisor Entries

SmartOffice now allows an office to prevent advisors with an "old" role (e.g., Old - Primary Advisor, Old - Servicing Advisor) from appearing in the Policy Advisor List in policy, group policy and pending case records. To enable this option, go to Setup > Policy/Case Setup > Advisor Communication > Advisor Privacy and enable the new Hide old advisors in Policy Advisor Lists option.

menu. (PMG-923417)

Other Enhancements

• New merge codes: Several merge codes were added to the system for policy and pending case correspondence:

- CoInsuredInfo: Dynamically inserts information about a policy's co-insured in correspondence. The code expands to display the co-insured's greeting, preferred name, best time to call, preferred contact method, preferred e-mail address, preferred phone number and an indicator of whether the co-insured in a policy owner. 

- F\_PCM\_Remarks: Displays the text in the Remarks field located on the policy/pending case Benefits/Coverage content link.

- FlatExtraYrs: Displays premium flat extra number of years.

- LumpSum: Displays premium lump sum information.

- OwnerPrefEmail: Displays the policy owner's preferred e-mail address.

- PrimaryInsuredInfo: Displays a table containing the insured's greeting, preferred name, best time to call, preferred communication method, preferred e-mail address and preferred phone number, as well as an indication of whether the insured in the policy owner.

- PrimaryInsuredPrefEmail: Displays the primary insured's preferred e-mail address.

 (PMG-903786, PMG-916085, PMG-916213, PMG-929102)

• New interested party roles: Three additional interested party roles are now available for entries in the Policy Relationship List: Irrevocable Beneficiary, Regional Director and Unspecified. (PMG-906756, PMG-911199, PMG-931423)

• Higher character limit for additional info fields: In policy and pending case records, fields on the Additional Info. content link how accept a maximum of 255 characters (the previous maximum was 40 characters). (PMG-907129)

• Higher character limit for policy Purpose field: On the policy Basic Information and pending case Detail content links, the Purpose drop-down list now supports custom choices up to 128 characters in length (the previous maximum was 25 characters). (PMG-908279)

• Source product code field/column: A Source Product Code field is now available for use in policy and pending case custom page layouts, and a corresponding column is available for use in policy and pending case lists. (PMG-914317)

Resolved Issues

• After copying an individual or group policy, users who tried to view or create policy notes for the new policy record were not seeing the notes dialog box. This issue was resolved. (PMG-762448)

• The system was using the Product options instead of the Rider options in User Accounts > Permissions to determine whether a user could add, modify or delete riders. This issue was resolved. (PMG-772072)

• Several issues with calculated columns in policy and pending case Dynamic Reports were resolved. When editing an existing report's list layout, users were unable to select the Total and Subtotal options for these columns. In addition, the column's table designation was not appearing. (PMG-817122)

• On the Policy List, sorting by the Servicing Advisor column was causing a browser error. This issue was resolved. (PMG-908029)

• An issue with contact and policy/pending case custom page layouts was resolved. When a page layout contained custom fields from the contact Add'l Personal or policy/pending case Additional Info content link arranged side by side in a portlet, the system was mislabeling the left field with the label of the right field. (PMG-908523)

• After copying an existing policy, users were finding that notes in the new policy were not accessible in some instances. This issue was resolved. (PMG-910719)

• Several issues affecting e-mails with attachments that were linked to policies were resolved:

- Single e-mail attachments were appearing twice on the policy Document List.

- Attachments copied over as part of a policy copy operation could not be opened from the Document List or the Activity/Mail content link of the new policy.

(PMG-911497)

• An issue with editing policy Detail page layouts was resolved. When a user edited the fields in the Premium Information portlet and saved the page layout, the first field in the portlet was disappearing from the layout. (PMG-913501)

• When users opened the Illustration Import dialog from a policy or pending case record or list (Menu > Advanced Options > Illustration Import), the choices in the Setup Name drop-down list were not alphabetized. The names are now alphabetized to make finding a particular setup easier, especially when many choices are available. (PMG-917665)

• An issue was occurring when the list layout of the policy Subaccounts List was modified to make the Product Name column the first column. When a user clicked the first-column hyperlink to view the details of a subaccount, SmartOffice was returning an error stating, "The requested record or page cannot be displayed." This issue was resolved. (PMG-918971)

• An issue with policy Dynamic Reports was resolved. In reports sent automatically by e-mail and in analytic (Excel) reports, the report results were including deleted records. (PMG-919951)

• An issue with printing policy records was resolved. Long page titles were wrapping to the next line and printing over portlet titles. (PMG-921134)

• An issue with changing the product on an individual or group policy was resolved. When the original product had product options and one of those options was selected for the policy, switching to a product with no product options was not clearing the previously selected options. (PMG-921659)

• For multi-life policies, the Menu > Communication > Correspondence command was available from the policy list on the Related Policies content link but not when the user viewed the Basic Information content link of one of those policies. The command is now available in both locations. (PMG-921817)

• An issue affecting policies that have multiple advisors with split percentages containing decimals was resolved. In some instances, when users tried to edit the splits, the system was displaying an error message incorrectly stating that the total did not add up to 100%. (PMG-921872)

• Several issues that occurred when custom page layouts were applied to policy and pending case records were resolved:

- On the pending case Detail content link, saving a record with a blank Policy # field was causing that field to become mandatory. In addition, when the fields under Important Contacts were customized, the Case Manager field was becoming mandatory, and the Team hyperlink was no longer working.

- On the policy Basic Information and pending case Detail content links, customizing the fields under Important Contacts was causing the File Location field to become a text field instead of a drop-down list.

- On the policy Basic Information content link, the system was allowing records to be saved with a blank Policy # field.

(PMG-923646)

• The Pen Phase End field on the annuity policy Benefits content link was displaying with the label "PenPhsEnd" when added as a column to the Global Policy List. This issue was resolved. (PMG-924532)

• When accessing policy notes from the contact Policies tab, users were finding that they could not forward or reply to e-mail entries. This issue was resolved. (PMG-925152)

• An issue with opening a linked policy from the Activity Detail dialog box was resolved. When the user posted a file to the policy record, the file was not appearing in the Document List of the associated contact. This issue was resolved. (PMG-926260)

• In some instances, policy Dynamic Reports that were configured for automatic e-mailing were displaying duplicate policy records in the report attachment. This issue was resolved. (PMG-927050)

• When expanded, the PrimaryInsuredInfo merge code was omitting the area code of the insured's preferred phone number. This issue was resolved. (PMG-929223)

• On the policy Benefits content link for annuities, the Pen Phase End date field was too narrow to display the full date. This issue was resolved. (PMG-930646)

SmartCaseManager

Featured Enhancements

Automated Case Correspondence Enhancements

Improvements were made to the Auto Send Letter Detail dialog box for configuring automated pending case correspondence in Setup > Policy/Case Setup > Letter Setup > Pending Case Update (formerly Letter Setup > Pending Case by Status):

• The new Case Update Field drop-down list enables the user to specify whether the letter applies to case manager or status updates (previously, only status updates could trigger an automatic letter).

• The new From drop-down list enables the user to select which interested party will appear as the sender of the correspondence.

• The new E-mail From field provides the option to specify which e-mail address the correspondence will be from. If this field is blank, SmartOffice uses the e-mail address of the person whose role is selected in the From field.

• A new Send Automatically option can be enabled to tell the system to send the correspondence without further prompting the user.

As part of this enhancement, the Pending Case by Status section under Setup > Policy/Case Setup > Letter Setup was renamed Pending Case Update. (PMG-913201, PMG-916651, PMG-917628)

Await Quote Workflow Enhancement for Informal Cases

Several options were added to the Await Quote informal case workflow (Setup > Policy/Case Setup > Informal PCM Workflows > Await Quote Workflow). These options determine what happens to a case when a requirement is added before the case's status is Quote Received. Administrators can configure automatic status updates for the case and the Await Quote requirement, or specify that the Await Quote requirement be deleted.

(PMG-921682)

Informal Workflow Improvements

In Policy/Case Setup, several changes were made to the Initial Informal Workflow setup to provide more options related to formalizing child cases. Administrators can now do the following:

• Specify a new status for parent cases once child cases are formalized.

• Tell the system to check that formalized child cases have policy numbers.

• Keep opportunities linked to parent cases once their child cases are formalized.

As part of this enhancement, several other changes were made to the system:

• Users can now create an informal pending case from an opportunity record using the new Menu > Workflow to Enter a New Case command, available on the opportunity Detail content link. SmartOffice automatically pre-fills fields on the new case using data from the opportunity.

(PMG-925200)

Ability to Add Riders During Case Creation

A new Policy Riders button at the bottom of the Pending Case Add Detail dialog box enables users to add riders as part of the case creation workflow. Selecting the button displays a section for entering details for up to four riders.

(PMG-930821)

Other Enhancements

• Rider and total annualized premium data in premium history: The premium history for pending cases has been enhanced to display rider annualized premium and total annualized premium information. On the pending case Detail content link, select the Show History button in the Current Premium Information section to view the case's submitted and issued premium information, and then look for the new Rider(s) Annualized Premium and Total Annualized Premium - Rider and Base sections.

(PMG-892606)

• Policy number in single-case status reports: When a user sends pending case status reports from the side menu (Insurance > Case Status) and selects the Send one case per letter option, the reports now include policy numbers. (PMG-895706)

• New policy/pending case statuses: Several policy and pending case status choices were added to the system (the applicable stage for each is shown in parentheses):

- Advisor Attestation Pending (Proposed)

- Advisor Licensing/Appt Failed (Proposed)

- Awaiting Client Interview (Proposed)

- Awaiting eSignature (Proposed)

- Awaiting Submission to Carrier (Proposed)

- Awaiting Wet Signature (Proposed)

- Compliance Review Complete (Proposed)

- Compliance Review Need Information (Proposed)

- IGO Check Failed (Proposed)

- IGO Check Success (Proposed)

- Policy Sent (Issued)

- Ticket Pending (Proposed)

- Ticket Submitted (Proposed)

(PMG-910446, PMG-911730)

• Command to e-mail case manager restored: From the Pending Case List or from an open pending case record, users have access to the Menu > Communication > E-mail Case Manager command once again. The command was removed in a previous SmartOffice release after users encountered issues with it, but those issues have been resolved. (PMG-912644)

• User information in case status history reports: Status History-category Dynamic Reports in the Pending Case report family can now display information about the user who last updated a case's status. The User table was made available in these reports to provide access to that data. (PMG-912756)

• Case manager reassignment for SmartCase Viewer users: Users with the SmartCase Viewer license can now change the case manager on individual pending cases. To do so, open the case record and select Menu > Advanced Options > Case Manager Reassignment. This opens a list of SmartOffice users who can be assigned to the case. (PMG-917628)

• Case creation prompt for conversions: When a user updates the status of an inforce life insurance pending case to Converted and keeps the same policy number, SmartOffice now automatically prompts the user to create a new case. (PMG-921684)

• Interested party columns for pending case reports: In the All Cases category of pending case Dynamic Reports, users can now include columns containing interested party data. The Interested Party table was added to the list of available tables for these reports. (PMG-921810)

• Ability to dial advisors from pending cases: Customers who have configured phone system integrations with SmartOffice Pro can now dial advisors directly from pending case records. On the pending case Detail content link, under Policy Advisor List, click any number in the Full Phone column to send that number to your calling application. (Note: If this column is not visible, a user with list layout customization rights can add it.)  (PMG-923714)

• New display option for Pending Case List: The system can now be configured so that, when users view the Pending Case List with the Underwriting All option selected from the Policy Stage drop-down list at the top, the list includes cases that are in the Proposed stage. To enable this configuration, go to Setup > Policy/Case Setup > PCM Workflows > Initial PCM Workflow and select the new Show Proposed Stage along with Underwriting All option.

(PMG-924030)

• Better sorting of proposed class information: When the Proposed Information column is included in pending case list layouts, the column now displays the primary insured's proposed risk class first, followed by the proposed classes of other parties. (PMG-927011)

• Increased character limit for rider name: On the pending case Benefits content link, Rider List entries now accept up to 256 characters in Rider Name field. The previous maximum was 128. (PMG-931110)

• Policy date in pending case record: Users can now view the date a policy went inforce from the associated pending case record. A new Policy Date field is now available on the pending case Detail content link under the Unique Case ID field in the Basic Policy Information section.

(PMG-931249)

Resolved Issues

• Adding columns from the Error Log > Import table to pending case lists was resulting in a blank list. To resolve this issue, the table was removed from the list layout customization options for pending case lists. (PMG-657014)

• An issue with sending case status reports using the Insurance > Case Status command in the side menu was resolved. Selecting the By selected pending cases option and then selecting cases from the Recently Visited section of the Search Pending Cases dialog box was producing an error when the user tried to send the report. (PMG-787061)

• In some instances, navigating to the Household tab of a pending case or presale activity record was causing a blank browser tab to open. This issue was resolved. (PMG-790973)

• In pending case lists and custom page layouts, the Class column/field was displaying numerical values instead of risk class names. This issue was resolved. (PMG-895568)

• While mass modifying the statuses of multiple pending cases at once, users were able to select statuses that administrators had excluded using the Status Exclusion settings in Policy/Case Setup > Status Setup. This issue was resolved. (PMG-903317)

• The system was allowing users to formalize an informal child pending case without specifying a plan. This issue was resolved. The system now prompts the user to enter a plan name. (PMG-911183)

• Correspondence workflows configured for pending case status changes were not starting automatically in some instances. This issue was resolved. (PMG-913559)

• An issue affecting pending case users who do not have the Investment Tracking license was resolved. When the Basic Policy Information portlet for pending case records was customized, these users were not seeing the Plan Name field, even when the field was included in the layout. (PMG-913090)

• Users who updated non-Manual pending case requirements and saved the changes were seeing HTML characters in the Requirement column for those records. This issue was resolved. (PMG-914727)

• An issue with the Mass Edit Appointment Records feature was resolved. After adding the Product License Type column to the Appointment Editable List, users who edited data and then selected Save were seeing a blank list. (PMG-915122)

• In the Status Setup section of Policy/Case Setup, administrators who tried to remove entries from the Policy Status Exclusion list were encountering an error. This issue was resolved. (PMG-918119)

• In some instances, pending cases updates that contained policy status data and were initiated by SmartIntegrator adapters were causing multiple notification e-mails to be sent to users. This issue was resolved. (PMG-918549)

• When copying a pending case, users were finding that entering a policy number and saving the new record was causing the page to go blank. This issue was resolved. (PMG-920910)

• In Policy/Case Setup, when a user navigated between the Advisor Privacy and Advisor Configuration options under Advisor Communication, both options were appearing selected (i.e., highlighted in blue) regardless of which option the user actually selected. This issue was resolved. (PMG-921906)

• For users of the Microsoft Plug-in for SmartOffice, an issue with creating correspondence for multiple pending cases at once was resolved. When a user opted to send e-mail to the carrier and SmartOffice prompted the user to download the correspondence file, the system was returning an error in some instances. (PMG-921873)

• An issue with creating auto-send letters in Policy/Case Setup > Letter Setup > Pending Case Update was resolved. When the user entered the name of a correspondence template that did not exist and then selected the OK button, the system was returning an "insert/update failed" error. (PMG-921958)

• The system was allowing users to delete pending cases that contained subaccounts. This issue was resolved. SmartOffice now informs the user that the subaccounts must be deleted first. (PMG-921989)

• Users with the SmartCaseManager license did not have access to the Menu > Advanced Options > Case Manager Reassignment command. This issue was resolved. (PMG-923968)

• An issue with the configuration options in Setup > Policy/Case Setup > PCM Workflows > PCM Preferred Add was resolved. After selecting the Informal Application option under Application Type, users were finding that Plan Type drop-down list under Miscellaneous was displaying all plan types, regardless of which choice they selected from the Insurance Type drop-down list. Now, the choices available in the Plan Type drop-down list change depending on which insurance type is selected. (PMG-926348)

• The system's rule against allowing duplicate pending case status history entries (i.e., entries with the same status and status date) was preventing the addition of necessary status history entries in some instances. This issue was resolved so that a duplicate status history entry is allowed if the current or previous status history entry is different. (PMG-926570)

• Several issues with the dialog box for creating a pending case were resolved:

- For cases with a second insured, after the user specified the primary and second insureds, selecting or pointing to the name of the primary insured was displaying information about the second insured.

- When a user tried to specify product options without selecting a product, the system was correctly displaying an error message. But when the user selected a product and then tried to specify product options again, the Options hyperlink was not working.

- When a user selected a plan and product options, then changed the plan, the system was not clearing the Options field.

- For formal pending cases, when users searched for and added contacts to the Interested Parties section and then selected the Primary Insured/Annuitant or Second Insured/Annuitant hyperlink, SmartOffice was displaying the results of the interested party search instead of a search dialog box.

(PMG-926728)

• Several issues affecting the PCM Workflows > Initial PCM Workflow section of Policy/Case Setup were resolved:

- When the user selected the When the replacement checkbox is checked, the requirement should be hyperlink, specified a requirement from another office, and then selected the hyperlink again to search for a different requirement, the system was displaying a search dialog box with the name of the other office as the title.

- When the user selected the When the replacement checkbox is checked, the requirement should be hyperlink and then searched for a requirement using the default criteria, the system was returning all available requirements instead of limiting them to the search criteria.

- Spacing of options from the right edge was incorrect.

(PMG-927416)

• On the Informal Application content link of an informal pending case, an issue with editing multiple child cases using the Menu > Switch to Edit Mode command was resolved. When a user customized the columns of the editable list and then selected the OK or Save button, SmartOffice was becoming unresponsive. (PMG-927423)

• In some instances, after a user created a pending case in which requirements could not be automatically generated due to missing data, the Requirements content link was not displaying a message informing the user. This issue was resolved. (PMG-927711)

• An issue with adding an advisor assignment under Setup > Policy/Case Setup > Licensing/Contracting Setup > Advisor Assignment was resolved. When the user selected an advisor from the Recently Visited section of the search dialog box, the system was displaying the advisor record. (PMG-927846)

• In some instances, users who have browser-based file posting enabled could not post documents to pending case records. Users were encountering this issue after navigating to the pending case using the View Policy or View Pending Case link on an activity record. This issue was resolved. (PMG-930382)

• Two issues with creating underwriting guidelines were resolved:

- On the Underwriting Requirements screen for product guidelines, clicking the Add Req. button was having no effect when the user had not selected a cell. Because this button works only after the user selects a cell, the system now shows the button as being unavailable until the user does so.

- On the Underwriting Requirements screen for carrier guidelines, users who tried to create a requirement after performing a requirement search were finding that the requirement was not being added.

(PMG-931693)

• In a multi-life pending case, after navigating to the Requirements content link of a related policy, users were unable to select any choice from the Requirement Type drop-down list other than Underwriting Requirements. This issue was resolved. (PMG-931696)

• When a pending case was updated, an issue was preventing an activity from being created for the case manager. This issue was resolved. (PMG-932605)

SmartBenefits

Featured Enhancements

Group Policy Renewal Workflow

SmartOffice now makes the process of renewing group policies faster with a new renewal workflow. Select a group policy in a list or open the policy, and then select Menu > Renew Group Policy. The details of the renewed policy appear in the Renew Policy dialog box, where users can make any necessary changes.

The original policy remains visible in SmartOffice with its status updated to Replaced. This new workflow also carries forward advisor and supervisor commission data and re-establishes house commission data in response to any carrier and product changes. (PMG-910463)

Mass Modification of Group Policies

From the Group Policy List, users who have the Mass Modification user right can now edit the same field in multiple group policies at one time. Select multiple policies in the list, and then select Menu > Advanced Options > Mass Modify. Learn more about mass modification. (PMG-905828)

Other Enhancements

• Group product custom fields in group policy reports: In Group Policy-category Dynamic Reports, users can now add group product custom fields as columns. The Group Product Custom table is now available in the list of available tables for these reports (note that custom fields must be defined for group products for this table to appear). (PMG-905825)

Resolved Issues

• On the group policy Detail content link, the # of Members field was not updating to reflect new group members unless the user selected the # of Members link. This issue was resolved. (PMG-901295)

• An issue with Retirement-type group policies was resolved. After navigating to the Contribution Plan sub-content link for any of the policy's group plans, users were unable to add entries to the Group Options List. (PMG-912468)

• An issue with group policy Dynamic Reports was resolved. The issue affected reports in the Group Plans and Members category that contained the Plan Name column. When users selected a first-column hyperlink to view a group plan's details and then selected the List content link, they were seeing a different plan listed. (PMG-921711)

• Several issues with group policy records were resolved:

- On the group plan Premium/Custom sub-content link in group life policies, selecting the Maximize or Check Spelling button under Remarks was causing the button to disappear.

- On the group plan General Life and Members sub-content links in group life policies, the New 'Group Plan Policy' Record command was available in the Menu button when it should not have been. The command was removed.

button was doing nothing when selected.

(PMG-921717)

• Users who had no group policy types selected in User Preferences > Policies/Investments were still seeing the Search Businesses dialog box when they tried to create a group policy. This issue was resolved. These users now see a message informing them that they have no group policy types selected in User Preferences. (PMG-921718)

• When a user cleared the Carrier field of a group policy record and then selected the Product Name hyperlink, the Search Group Products dialog box was not allowing the user to enter search criteria for a new product. This issue was resolved. (PMG-922936)

• When adding new product options for a group insurance product, users were finding that the layout of the Product Options dialog box was becoming distorted. This issue was resolved. (PMG-922937)

• Two issues with group plan management were resolved:

- On the Contribution Plan sub-content link of a group retirement policy, adding an entry to the Group Options List was also adding the same entry to all other group plans in the policy.

- On the Group Plans content link, when the list layout was customized to include the Carrier Name column, clicking a carrier's name was taking the user to the full-page record instead of opening the record in a dialog box. When the group policy was located in a child office in an office hierarchy, and a parent-office user with Enterprise View enabled clicked the carrier's name, SmartOffice was displaying a message stating that the record may have been deleted or the user may not have rights to access it.

(PMG-924964)

• Issues with group policy Dynamic Reports in the Group Plans and Members category were resolved. Users encountered these issues when a report's first column was Plan Name (Group Plan table) and the report was sorted by holding type. When users viewed a plan from the report, the following was occurring:

- On the Members content link of all plans, users could not add plan members using the New 'Group Plan Members' Record command. In addition, selecting the Menu > New 'Group Plan Policy' Record command on that content link was prompting the user to choose a product first.

- On the Contribution Plan content link of retirement plans, selecting the New 'Group Plan Options' Record command on the Group Options List was producing an "insert/update failed" error.

- On the Members content link of travel plans, a layout issue affecting the height of the Group Members List was preventing users from viewing entries in that list.

- On the Definition content link of Section 125 plans, a layout issue affecting the height of the Expenses List was preventing users from viewing entries in that list.

(PMG-926774)

• The group policy Group Plans list had layout issues when a user navigated to the policy starting from the carrier Group Products tab. These issues were resolved. (PMG-928479)

SmartRecruiting

Resolved Issues

• When a user rejects a candidate and opts to follow up with that candidate, the system now creates an activity with the subject "Follow-up with rejected Candidate." Previously, the system was inserting that text in the activity description. (PMG-914400)

SmartWholesaler

Resolved Issues

• On the distributor Detail or Firm content link, users who tried to add an entry to the Distributor Owner List without selecting a territory were encountering an "insert/update failed" error instead of a message stating that the Territory field is required. This issue was resolved. (PMG-771788)

• Two portlets in custom page layouts were removed because they were not applicable to certain record types and were not working properly:

- On the Firm and producer Personal content links, the Line of Business portlet was removed.

- On the carrier Detail content link, the License/Contract/Appointment Check Setup portlet was removed.

(PMG-833630)

• Two page layout issues with producer and firm records were resolved:

- When the layout of the producer Personal or Add'l Detail content link was customized and fields in the Personal Information portlet were rearranged, the Supervisor field hyperlink was no longer working.

- When the layout of the firm Add'l Detail content link was customized, the Case Manager field label was no longer hyperlinked.

(PMG-894861)

• An issue with adding a contract to a producer or firm record was resolved. If the producer/firm was designated as a house account, the system was displaying a message telling the user to complete all required fields, even when all required fields were already completed. (PMG-919788)

• When creating producer or firm records, users who specified a letter in the Send Letter field and then saved the new record were seeing duplicate Send Thank You Letter dialog boxes. This issue was resolved. (PMG-922171)

• Changing the page layout of the distributor Personal or Firm content link was removing the title from the Production Dashboard portlet. This issue was resolved. (PMG-927047)

SmartCommissions

Featured Enhancements

Additional Method for Creating Carrier Postings

Users can now create a carrier posting while viewing the details of an existing carrier posting. From the Detail content link of an existing carrier posting, select Menu > New 'Carrier Posting' Record. (PMG-894889)

Other Enhancements

General

• Contact custom columns in advisor commission reports: Users can now add contact custom fields as columns in Advisor Commission-category Dynamic Reports. The Contact Custom table was added to the list of available tables for that report category in the Dynamic Report Setup dialog box (note that custom fields must be defined for contacts for this table to appear). (PMG-639074)

• Group product/policy custom fields in commission reports: In Commission-family Dynamic Reports, users can now add columns displaying custom fields for group products and group policies. To access these columns, select the Group Product Custom or Group Policy Custom table when creating or editing a report. Note that custom fields must already be set up for group products and policies in the office in order for these columns to be available for reports. (PMG-905823)

• New hierarchy columns for advisor commission reports: When creating or modifying Advisor Commission-category Dynamic Reports, users now have access to two columns from the Comm. Split Hierarchy table: Hierarchy Name and Remarks. (PMG-929451)

Batch Processing

• House Revenue field: A House Revenue field was added to advisor payment records. SmartOffice calculates house revenue by multiplying the Amount Retained by House value by the advisor's split percentage on the policy. The system automatically populates this field when the associated commission batch is processed and clears the field if the batch is unposted. (PMG-903049)

Speed Receipts

• Warning message for deleted speed receipt transactions: When a user tries to delete an open or validated transaction in a speed receipt, the system now warns the user that the entire speed receipt will be deleted. The user can then opt to proceed or cancel. (PMG-915381)

• Status filter for Speed Receipt List: A Status drop-down list was added to the top of the Speed Receipt List, enabling users to quickly narrow down the list of speed receipts displayed by status.

(PMG-922150)

Resolved Issues

General

• An issue with the Edit Commission Rates feature was resolved. When the spreadsheet layout contained the Carrier Name column and a carrier name contained a comma, users who tried to save their changes were seeing an error. (PMG-817074)

• In some instances, users were encountering an "insert/update failed" error when they tried to add commission transactions to a policy's Expected Commission List. This issue was resolved. (PMG-894993)

• Advisor commission reports were not displaying the current date in some instances. This issue was resolved. (PMG-897379)

• When the PDF commission statement format for the office was configured as Generic Statement #2, office logos were not appearing on the statements in some instances. This issue was resolved. (PMG-903457)

• Cumulative rate-based commission calculations based on a flat amount were not working properly. This issue was resolved. (PMG-908320)

• Users were unable to rebuild the commission hierarchy on existing policies in some instances. In addition, users were encountering an unintelligible error message during policy creation after selecting an advisor contract. These issues were resolved. (PMG-911381)

• An issue affecting policy records that contain commission records with a status of Open or Reconciled was resolved. When the user viewed a policy's commission transaction list (Menu > List Commission Records) and tried to delete multiple transactions (including Open and/or Reconciled transactions), the system was displaying the inline error message in the wrong place. (PMG-914841)

• When creating a commission rate record, users who selected a Supervisor-type contract in the Contract Name field were finding that the Contract Type field was displaying a value of Advisor. This issue was resolved. (PMG-917550)

• An issue with commission rates that use premium banding was resolved. When a user edited the Up to Premium field on a rate record and saved the change, the value in the Up to Premium column of the Commission Rates List was not updating. (PMG-920109)

• When a user removed a supervisor contract using the Contract Change Utility and then saved the change, the system was repopulating the supervisor contract. This issue was resolved. (PMG-920911)

• An issue that occurred when multiple commission rates were defined for a product was resolved. When one rate was defined for all provinces and another was defined for a specific province, new policies added for the specific province were sometimes being automatically linked to the all-provinces rate instead of the province-specific rate. The system now prioritizes the province-specific rate in these instances. (PMG-921960)

• Users who tried to add columns from the Product Custom table to the Commission Rates List were encountering a "failed to load object" error when they applied the changes. This issue was resolved. (PMG-922934)

• An issue with Dynamic Reports in the Advisor Commission Excluding Adjustment Entries category was resolved. While viewing the list of report results, users who tried to add the Group Plans column to the list were encountering a "failed to load object" error. (PMG-924689)

• On the advisor Commission content link, when users added entries to the bottom Advisor Payment List, the entries were not appearing in the list until the page was refreshed. This issue was resolved. (PMG-927051)

• Policies in which the primary advisor and additional writing advisor were the same person were causing several commission-related issues:

- When no commissions were generated for the additional writing advisor, the system was still not allowing users to delete that advisor from the Policy Advisor List.

- The system was not taking the split percentage into account when calculating commissions for the additional writing advisor.

- In some instances, the system was allowing users to delete advisor records even when commission records had been generated for them.

These issues were resolved. (PMG-931706)

Batch Processing

• Users were encountering an error when attempting to process a commission batch containing more than 500 carrier postings. This issue was resolved. (PMG-929180)

Carrier Posting

• In carrier posting records, an issue that occurred when the Expected Commission List included the Product Name column was resolved. The issue occurred when the user selected a product name in that column to view the product's details. When the user then tried to add a risk class to the product's Class List, a "failed to load object" error was appearing. (PMG-598876)

• In Carrier Posting-category Dynamic Reports, the Batch Name column was blank for some records that were linked to the proper batch. This issue was resolved. (PMG-915218)

• An issue was occurring when the Enable Comm. Track Yrs. Filter field in Setup > Commissions Setup > Carrier Posting Setup was set to Project from the policy Date or Project for previous month. The system was calculating commissions for policies containing policy dates that were in the Inactive stage with a status of Not Taken. This issue was resolved. (PMG-915220)

• Several layout issues affecting Carrier Posting-category Dynamic Reports were resolved, including an issue that was causing incorrect values to display in the Cheque Amount field of records accessed from the report results list. (PMG-915255)

• When a user ran a Carrier Posting-category Dynamic Report, the total record count for the results list was changing after the user exported the list. This issue was resolved. (PMG-915289)

Speed Receipts

• An issue with calculating commissions from Speed Receipts was resolved. The system was not calculating commissions on rolling target premiums correctly for levels 1 and above when a base calculation did not already exist. (PMG-904048)

• An issue that was causing Base-type commission transactions to be linked to Bonus-type transactions after speed receipt validation was resolved. The issue was affecting customers with specific office hierarchy configurations. (PMG-914015)

• When the Commission Data section of a speed receipt record included the Policy Alert column, the column was not displaying alerts for group policies linked to listed commission transactions. This issue was resolved. (PMG-915358)

• An issue that was causing corruption of speed receipts was resolved. When a speed receipt was linked to a carrier posting that was later deleted, any unlinked speed receipt transactions were retaining their Validated and Linked status and could not be reset. These transactions can now be reset by selecting the Options button in the speed receipt and choosing the Reset Selected Transactions command. (PMG-930355)

SmartInvestments

Enhancements

Investment Securities

• Security price factor enhancement: On the investment security Detail content link, the Price Factor field can now hold values that extend to six decimal places. The previous limit was two decimal places. (PMG-931194)

Resolved Issues

Investment Accounts

• Users who tried to export an investment subaccount transaction list were getting a blank export file. This issue was resolved. (PMG-921773)

• While viewing the list of results from a contact/business search, users who selected the Menu > List Matching Unlinked Accounts command for multiple records at once were seeing duplicate account selection dialog boxes. This issue was resolved. (PMG-922372)

Investment Securities

• An issue that was causing downloaded investment security price dates to be off by a day was resolved. (PMG-913869)

Performance Calculations

• An issue with running performance calculations from the contact Investment Accounts tab was resolved. When the user selected the Initial Performance Date option for the calculations, SmartOffice was reporting that certain securities were missing prices, even though prices for those securities were present in the system. (PMG-918348)

• On the household Performance content link, users who tried to add a record to the Index list were encountering an error stating that the requested record or page could not be displayed. This issue was resolved. (PMG-931335)

SmartView for Clients

Note: Compliance approval is required before making mutual fund and/or investment information available to clients through this function and may not be permitted by your dealer.

• SmartView for Clients users who accessed SmartOffice from the sign-in page at ebixcrm.com were seeing records that they normally do not have access to. This issue was resolved. (PMG-907588)

Integrations and Data Services

Featured Enhancements

Zoom and Webex Integrations

SmartOffice now integrates with the Zoom and Cisco Webex web meeting platforms, enabling users to schedule Zoom and Webex meetings directly from SmartOffice, track those meetings in the SmartOffice calendar and save Zoom transcripts and Webex recordings in the SmartPad. Once setup is complete, a user can select a service from the new Web Meeting drop-down list under Options in the Activity Detail dialog box (currently, the Web Meeting drop-down list is available for activities created directly from the calendar, not from other areas of SmartOffice).

These integrations work only with paid Zoom and Webex accounts. For more information, see Integrations - Zoom and Integrations - Cisco Webex. (PMG-885630, PMG-904217)

Zapier Integration

The SmartOffice app for Zapier enables users to create integrations between SmartOffice and thousands of other web apps available on the Zapier platform, with no coding required. Link your SmartOffice and other web app accounts to Zapier, and then create "Zaps" to automatically exchange data between them. For more information, see Integrations - Zapier.

Other Enhancements

General

• Integration sign-in code generator: For users who do not access SmartOffice using a user name and password, SmartOffice can now generate sign-in codes for use in registering certain integrations. Go to Setup > Integration Sign-in Code to generate a code for a specific integration, such as Cisco Webex or Zoom.

Then, during integration setup, select the I don't access SmartOffice with a user name and password link when you are prompted to enter SmartOffice credentials. (PMG-911077)

• E-mail posting policy search enhancement for Outlook 365: In the SmartOffice add-in for Outlook 365, the policy/pending case search integrated into the e-mail posting feature was improved. For any policy or case containing a List Bill # value in SmartOffice Pro, the add-in search result displays an Invoice # field containing that value. The Invoice # field can help users distinguish among multiple policy records that have the same policy number. (PMG-916162)

• Updated Docupace menu options: For Docupace integration users, the Docupace Starting Point command under Menu > Integrations was renamed Docupace Quick Start to match the new name of Docupace's client onboarding solution. In addition, the icons for that command and the Docupace Client Folder command have been updated.

(PMG-922873)  

SmartIntegrator and SmartXchange

• New API method for retrieving deleted policies: Developers using the SmartIntegrator API now have access to a new method, GetDeletedPolicies, that retrieves the object IDs of policies located in SmartOffice’s Deleted Records area. (PMG-912098)

• Advisor contribution data from API: The policy advisor Contribution % field added to SmartOffice in 2021 Release 2 has been exposed to developers through the SmartIntegrator API. The data in that field is now accessible via the Contribution property of the InterestParty object. (PMG-912557)

• Improved GetContactsForEmail method: For developers using the SmartIntegrator API, the GetContactsForEmail method was enhanced to return all contact e-mail/web addresses. Previously, the method returned only the preferred e-mail address. (PMG-912706)

• Modified On columns exposed in API: Developers can now access the Modified On date property for the following objects through the SmartIntegrator API: Person, CommPostCheck, AcctMaster. (PMG-914046)

• Searchable custom field property: For developers using the SmartIntegrator API, the AlphaNum3 property of the CustomData object is now searchable. (PMG-915516)

• API access to policy underwriting type: Developers can now access policy underwriting type data through the SmartIntegrator API. The new Policy.UnderWriterType property is searchable and corresponds to the U/W Type field, which is located on the policy Basic Information and pending case Detail content links in SmartOffice. (PMG-917419)

• Insured impairment data available through API: Developers accessing SmartOffice pending case data through the SmartIntegrator API can now access impairment information for insured parties:

- A HasImpairment property added to the InterestParty object indicates whether an insured’s record in the Policy Insured List has any impairments indicated.

- A new Impairment object provides access to properties of any impairment entries on insured records. In SmartOffice, this is the data that displays when a user selects the Impairments command in the Policy Insured List.

(PMG-917870)

• Access to pending case team data via SmartIntegrator: Developers can now access team information from SmartOffice pending cases through the SmartIntegrator API. Two searchable properties, Team and TeamOfficeID, were added to the NewBusiness object. These properties relate to the Team field in the Important Contacts section of the pending case Detail content link. (PMG-918221)

• More leads fields available through API: Developers can now access additional SmartOffice leads data through the SmartIntegrator API using the following properties:

- Lead.AreaOfInterest

- Lead.Interest

- Lead.Priority

- Lead.Qualification

(PMG-920452)

• Opportunity type properties exposed: Several opportunity type-related properties are now available to developers who create SmartOffice integrations:

- UserAccount.OpportunityTypeId

- OpportunityType.Active

- OpportunityType.CreatedOn

- OpportunityType.DefaultType

- OpportunityType.ModifiedOn

- OpportunityType.UserId

(PMG-927883)

• Searchable image MIME type property: For developers creating integrations with SmartOffice, the Image.MimeType property is now searchable. (PMG-927884)

• Policy document search via API: Developers can now fetch the letters and documents linked to a specific policy using the SmartIntegrator API. This can be accomplished by constructing a search request for Image objects in the SmartOffice database whose Link property matches the policy's object ID. (PMG-928989)

Resolved Issues

General

• An issue with inbound phone number searches for calls received on the 3CX phone system was resolved. (PMG-768326)

• An issue with SmartOffice authentication codes that was preventing users from registering certain integrations was resolved. (PMG-911077)

• An issue affecting e-mail posting using the SmartOffice plug-in for Outlook was resolved. When the message being posted contained the e-mail address of a contact shared from another office, the plug-in was not automatically selecting that contact in the Posting Details dialog box; users had to search for and select the contact manually. (PMG-915864)

• When policies were imported from AgencyWorks, SmartOffice was not refreshing interested parties properly, which was resulting in outdated interested party entries appearing in SmartOffice policy records. This issue was resolved. (PMG-920613)

Investment Data Downloads

• An issue with CUSIP and symbol matching during the processing of investment data downloads was resolved. The system was failing to insert or update securities in SmartOffice when the CUSIP matched but the symbol did not. This issue was resolved. (PMG-892328)

SmartIntegrator and SmartXchange

• For users of the 3CX IP phone system, an issue that was preventing SmartOffice from matching incoming calls properly was resolved. (PMG-768326)

• Selecting the Post E-mail to SmartOffice button in Outlook was producing an “Invoke method GetContactsForEmail failed” error. This issue was resolved. (PMG-912706)

• E-mail posting performance issues affecting the SmartOffice for Microsoft 365 add-in for Outlook were resolved. (PMG-916165)

• Developers who tried to insert group policy records using the SmartIntegrator API were encountering an exception. This issue was resolved. (PMG-920302)

• Under certain conditions, policies and pending cases were being updated with incorrect primary contact information when the update was requested through SmartIntegrator. This issue was resolved. (PMG-921278)

SmartOffice Anywhere Changes

Enhancements

• Campaign name in opportunity detail: In the SmartOffice Anywhere mobile app, the opportunity detail screen now displays the name of the linked marketing campaign.

(PMG-896886)

• Improved default phone/address type selection: When users create contacts in SmartOffice Anywhere, the phone number and address types selected by default are now determined by the default phone and address types defined in SmartOffice Pro under User Preferences > Basic Info > Default Settings. (PMG-913824)

Resolved Issues

• The calendar section on the dashboard was not displaying the current date. This issue was resolved. (PMG-914639)

• In the SmartOffice Anywhere mobile app, several issues that users were encountering when entering subject lines for new activities were resolved. These included text display issues as well as the inability to add text to a subject line selected from the Subject drop-down list. (PMG-919232)

• When editing a contact's address in SmartOffice Anywhere, users were finding that the Address Type field was blank even after the type had previously been specified. This issue was resolved. (PMG-923537)

• In some instances, sets that a user marked as favorites were not appearing in SmartOffice Anywhere's Set List when the user set the Show My Favorites switch to Yes. This issue was resolved. (PMG-924246)