Release History

May 2025

• Added the ability to take a photo of a contact using the phone’s camera. When adding a contact photo on an iOS device, selecting Choose file displays a new Take Photo option. On Android devices, users now see a Camera option.
• (Beta redesign) Updated the method for switching between the new and old design. To switch to the new design, select the More button, and then set the Try the new SmartOffice Anywhere switch to On. To switch back to the old design, select the menu button in the upper-left corner, and then set the same switch to Off.

• (Beta redesign) Enhanced the navigation menu to provide access to the calendar and task list and to remove the names of SmartOffice modules whose design has not been updated yet.
• (Beta redesign) Added a search button next to the Contact List search box on iOS devices. Selecting the button automatically hides the keyboard.

• (Beta redesign) Added an Add Activity command to the menu to the right of the contact's name on the contact detail screen.
• (Beta redesign) Added strikethrough formatting to activities and tasks marked Done or Cancelled on the contact Activity tab.

• (Beta redesign) Replaced the icon on the Contact List button for adding a note.
• (Beta redesign) Resolved an issue that was preventing some users from accessing the redesigned contact screens.

• (Beta redesign) Resolved an issue that was causing the view to zoom in when users entered text in contact fields on an iPhone, resulting in fields and buttons moving off the edge of the screen.
• (Beta redesign) Resolved an issue that was causing the iPhone app to insert two slashes before the address in the To: field of new e-mail messages sent from the Contact List.

• (Beta redesign) Resolved an issue on iPhones in which entering text in the contact search field and selecting the Return key was not performing a search.
• (Beta redesign) Resolved an issue with the label of the phone number field on the contact detail screen. The field was labeled Mobile, even when non-mobile numbers were displayed. This field was relabeled Phone, and when the field displays a mobile number, an SMS text button appears next to the number.

• (Beta redesign) Resolved an issue on Android devices in which activities were requiring multiple taps to be marked Done.
• (Beta redesign) Resolved an issue with the spacing of the phone number and e-mail address fields at the top of the contact detail screen.

• (Beta redesign) Resolved an issue with the contact Field Customization screen, which was displaying separate check boxes for the DOB and Age fields. These are now combined into a single check box labeled DOB (Age).

• (Beta redesign) Resolved an issue that was causing a “loading activity” indicator to appear unnecessarily on the Edit Activity screen. The indi­cator now appears only if the screen takes longer than three seconds to load.

• (Beta redesign) Resolved an issue with newly entered phone numbers not being marked as mobile numbers by default. In addition, 7- and 10-digit masked phone numbers are now formatted properly with hyphens.
• (Beta redesign) Resolved an issue with selecting a postal address on the contact detail screen. The user’s map app was unable to find the address because a
  HTML tag was being inserted into the address.
• (Beta redesign) Resolved an issue with the button on the Add Contact screen that users can select to show more data. The button now displays a single arrow to be consistent with the same buttons on the Contact Detail screen.
• (Beta redesign) Resolved an issue in which actions performed in one field on the contact detail screen (e.g., entering or deleting text) were being reflected in other fields. In addition, users were having difficulty selecting certain fields.
• (Beta redesign) Resolved an issue that was causing the full keyboard to display instead of the number keypad when the user selected a phone number field on the contact detail screen.
• (Beta redesign) Resolved an issue in which entering a single character in the search box and selecting the search button was not performing a search.

December 2024

• Redesigned the contact screens to improve their appearance, readability and navigation (beta). The new screens are visible when accessing Smar­tOffice Anywhere on a smartphone’s web browser. To switch to the new look if it is not already enabled, select the More button, and then select Modern View. To switch back to the previous design, select the menu button in the upper-left corner, and then select Classic View. Other areas of SmartOffice Anywhere will be updated in the coming months.
• Resolved an issue where users who exceeded the number of allowed sign-in attempts were not seeing a message right away informing them that their accounts had been locked.

• Resolved compatibility issues with the mobile app on Android 13 and later.
• Resolved an issue in the Android app that was preventing users from opening PDF, Word and Excel documents.

• Resolved an issue that was preventing cross-office proxy users from being added as activity participants.
• Resolved an issue that was causing activities to display the wrong time when a user selected the activity's description to view the activity's details.
• Resolved an issue with the mobile app where typing characters into the activity Participants field was not initiating a search for matching users in some instances.

August 2024

• Enhanced the First-Time Setup wizard to make the list of available agen­cies on the Policy and Investment Downloads step easier to understand. This change is aimed at making it easier for advisors to set up automatic pending case updates from agencies that use Insurance Sync.
• Enhanced the profile menu to remove the SmartOffice Pro option for users who have a Lite tier license.
• Resolved inconsistent access to integrations compared to SmartOffice Pro for SmartView for Advisors users. An Integrations button was added to the advisor detail screen, and the button for accessing integrations was removed from the investment positions list.
• Resolved an issue that was preventing users from saving mobile phone numbers in contact and advisor records.
• Updated elements of the user interface to reflect Zinnia branding.

April 2024

• Resolved an issue in which users who accessed Settings were not seeing their user information.
• Resolved an issue that users were encountering when they tried to add an activity action to an opportunity on iOS devices. Selecting View More on the Activity Details screen was pushing the Save button off the screen, making it inaccessible.

• Resolved inconsistent access to integrations compared to SmartOffice Pro. Buttons for accessing integrations were removed from the group policy detail screen and the investment positions list.
• Resolved an issue that occurred when a user entered and saved an unfor­matted Mobile-type phone number. The system was not automatically formatting the number as it does with Business, Residence, and other number types.

December 2023

• Enhanced the SmartPad to add a System-Generated switch. Users can select this switch to show or hide entries that SmartOffice generated auto­matically. Hiding these entries can make it easier to find entries the user entered manually.
• Resolved an issue on the Dashboard that was causing the bottom border of the Recent Contacts section to extend too far down and touch the calendar section when viewed on a large screen.

July 2023

• Enhanced the opportunity detail screen to display the name of the linked marketing campaign when viewed on small-screen devices.

December 2022

• Enhanced contact creation to make the default types for new phone numbers and addresses match the settings defined in SmartOffice Pro under User Preferences > Basic Info > Default Settings.
• Resolved an issue with editing existing contact addresses. The Address Type field was blank even though the type had previously been specified.

• Resolved an issue that was causing sets marked as favorites not to appear when the Show My Favorites switch on the Set List was set to Yes.

September 2022

• Resolved several issues that users were encountering in the mobile app when entering subject lines for new activities, including text display issues and the inability to add text to a subject line selected from the Subject drop-down list.

April 2022

• Resolved issues with searching by Social Security number or Tax ID.
• Resolved an issue that was causing the calendar section on the dashboard to not display the current date.

August 2021

• Resolved an issue was occurring when a signed-in user navigated to the sign-in page without first signing out. If the user then signed in to another office, the app was behaving as though the user was still signed in to the first office, displaying dashboard labels and other content from the first office.

July 2020

• Resolved “404 not found” errors and other navigation issues that users were encountering.

March 2020

• Redesigned the calendar, tasks and settings screens for improved usability on mobile devices.
• Enhanced the Settings screen for large-screen devices to display the name of the office that the user is currently signed in to.

• Added the Close Probability (%) field to the activity outcome screen when the activity is linked to an opportunity.
• Added an option to the activity outcome screen for sending outcome notes to other users as alerts.

• Added more filtering controls to the Opportunities List on large screens. The new controls can be accessed by selecting the funnel button. Because the new controls include filtering by status, the existing Status drop-down list was removed.
• Added an Actual Sale Amount field to opportunity records that have a status of Sale Made. The field is also available on the activity outcome screens of activities linked to these opportunities.

December 2019

• Enhanced the opportunity detail screen on mobile devices so that users can select any linked activity or note to view its details.
• Resolved an issue that was causing the Opportunity Name and Process fields to overlap for Chrome users.

• Resolved an issue with one-time codes generated in the mobile app for SmartOffice Pro sign-in (when two-step authentication was enabled). After the code was entered, users were being redirected to the SmartOffice Pro sign-in page.

June 2019

• Resolved an issue with including apostrophes in searches that was producing unexpected results.
• Resolved several inconsistencies with SmartOffice Pro with respect to presale and group policy data visibility for SmartView for Advisors users.

February 2019

• Added a one-time authentication code generator in the mobile app for iOS and Android. This feature can be used to sign in to SmartOffice Pro 2019 Release 1 and later when two-step authentication is enabled in that application.
• Added support for biometric sign-in for the mobile app. iOS users can now sign in to SmartOffice Anywhere using Face ID or Touch ID on devices that support those methods. Android users can sign in using fingerprint authentication. Note: Because of this enhancement, support for the PIN sign-in method is being discontinued.

• Added a new button bar across the bottom of the mobile app for iOS and Android to accommodate new authentication features and to made commonly used functions easier to access.
• Resolved an issue with the See Data For feature. In the user selection dialog box, selecting the Clear all selected items option was not clearing the check boxes next to selected users.

• Resolved an issue that was preventing SmartView for Advisors users from seeing Delete buttons for alerts.
• Resolved a calendar issue related to cross-office proxies. When a partici­pant from a different office was added to an activity, that user was unable to see the activity in the SmartOffice Anywhere.

November 2018

• Enhanced the layout of the Alert Center screen on mobile devices to make alert management easier and more intuitive. Extraneous commands, icons and text were removed; bold fonts now make text more readable; alerts dates are now aligned under the Date column heading; and the overall layout is now more compact to reduce the need for scrolling.
• Enhanced the New Contact screen on mobile devices to includes a Phone Type field. This change enables users to indicate the type of number being entered. Previously, SmartOffice Anywhere was automatically assigning a default phone type of Mobile to all numbers entered from mobile devices.

• Resolved an issue with editing an activity to add a participant. After the user saved the changes, the activity date was changing unexpectedly.
• Resolved alignment issues with the Policies list for SmartView for Advi­sors users.

• Resolved an issue that enterprise users were encountering when resched­uling an activity. Record tags and notes previously applied to the activity were not being retained. This issue was resolved.
• Resolved an issue that was preventing the filter button on the opportuni­ties list from working properly on mobile devices.

August 2018

• Enhanced the screen for adding contacts on mobile devices to contain only the most essential fields. The new screen minimizes scrolling and makes contact entry more efficient. Once a new contact is saved, the user can edit the contact normally to access additional fields.
• Added a See Data For button on the Opportunities List that allows you to see the opportunities of other users for whom you proxy (mobile devices only).

• Added a Delete button on the opportunity detail screen on mobile devices.
• Added a Delete button for alerts.

• Resolved an issue that was causing the More menu to remain open even after the user selected a button from the menu.
• Resolved an issue that was preventing the Settings link from working properly.

• Resolved an issue that was allowing users who did not have the Advisors & Agencies user right to change the contact linked to an advisor record.
• Resolved an issue with displaying the opportunities of contacts shared with other offices.

• Resolved single sign-on issues that SmartView for Advisors users were encountering on mobile devices.
• Resolved a server configuration issue was preventing the navigation menu on mobile devices from appearing in some instances.
• Resolved an issue that was causing the contact detail screen to load slowly when the user did not have certain module licenses enabled.
• Removed anon-functional Dashboard button that was appearing in the navigation menu on mobile devices.

• Resolved an issue that was causing the Global Investment Accounts List to appear when users selected Investment Positions button in the navigation menu.
• Resolved an issue with the Advice option in the activity outcome work­flow. Outcome notes entered on this screen were not appearing in the Record Tag Notes column in SmartOffice Pro.

May 2018

• Enhanced the navigation menu to allow the buttons to be customized on mobile devices. A section was added to Settings to enable users to choose the buttons they want.
• Introduced an option in Settings to specify the default screen that appears when the user signs in on mobile devices.

• Improved the layout of the opportunity detail screen on mobile devices. The screen now contains field labels to make the information easier to read.
• Resolved an issue that was causing the contact detail screen to load only partially. The issue occurred when the contact was linked to an advisor record and the user did not have the Advisors & Agencies user right.

• Resolved an issue with the Activity Type drop-down list on the activity detail screen. The choices were not alphabetized properly.
• Resolved a date format issue that was causing first-time setup issues in new offices that do not use tier licensing.

February 2018

• Redesigned the Opportunities List on mobile devices to make more effi­cient use of screen space. The new layout features a filter/sorting button as well as buttons for quickly calling the contact linked to each opportunity. In addition, when the Opportunities List is open, the search bar at the top of the screen changes from a contact search to an opportunity search.
• Redesigned the opportunity detail screen on mobile devices. The top portion now displays the contact name, e-mail, phone, opportunity name, opportunity stage, potential revenue, and estimated close date. The bottom portion displays a list of activities linked to the opportunity, with buttons for creating activities, recording activity outcomes and calling the contact. Swiping left on the activity list displays the opportunity notes list, where users can quickly view, create and search for notes.

• Improved the opportunity creation workflow on mobile devices. Users can now enter all relevant details for a new opportunity on a single screen instead of using the multi-step wizard.
• Enhanced the user interface to use the date format configured in SmartOf­fice Pro user preferences.
• Resolved an issue with the activity outcome workflow for activities linked to opportunities. SmartOffice Anywhere was not adding the opportunity owner as a participant in new activities.
• Resolved an issue with entering mobile phone numbers. Users who typed the entire number in the Dial Number field and saved the record were finding that SmartOffice Anywhere was not automatically splitting the number into the appropriate fields.

October 2017

• Resolved an issue with activities created from contact records. These activities were not being linked automatically to the contact's latest open opportunity, even when the user's preferences were configured accord­ingly.
• Resolved an issue that was occurring when users customized the Marketing Mgr field label on the advisor Personal content link in Smar­tOffice Pro. The change was not being reflected in advisor records in SmartOffice Anywhere.

• Resolved an issue with opportunities created for child-office contacts. These opportunities were appearing in the parent office with the opportu­nity name “Unknown.”
• Resolved an issue that was causing the wrong opportunity process name to appear on the screen when users edited opportunity records.
• Resolved an issue that was causing SmartOffice Anywhere to create opportunity stage history entries when the user marked linked activities as Done.
• Resolved issues that users were encountering when they tried to select choices from drop-down lists.

July 2017

• Enhanced the SmartPad section of pending policy records to displays policy-specific notes instead of contact-level notes.
• Resolved an issue that was causing selections from fields on some screens to display as text across the bottom of the screens.
• Resolved an issue that was preventing opportunities from advancing to the next stage when the associated activity outcome was selected.
• Resolved an issue that was causing the contact import process to hang when users selected a file to import and then selected the Next button.
• Resolved a SmartPad issue that was causing notes to display a different status in SmartOffice Anywhere compared to SmartOffice Pro.
• Resolved several opportunity issues related to the activity outcome work­flow, including improper or duplicate task creation as well as the display of incorrect stage designations.
• Resolved an issue in which updating the primary advisor on a policy was also updating the primary advisor linked to the policy's primary contact.
• Resolved an issue that was causing gibberish characters to appear in the Start Date and End Date fields of new activities.
• Resolved an issue that was removing the primary advisor information from a contact when a policy was added to the contact.

April 2017

• Enhanced the SmartOffice Anywhere website to display a download link for the iOS or Android app when the site is viewed on one of those device types.
• Enhanced the Global Investment Positions List to display personal hold­ings: bank accounts, notes receivable, personal property and real estate.

• Resolved an issue that occurred when a user’s default sign-in location was something other than Dashboard. Links in activity outcome alerts were not working.
• Resolved an issue with activity creation on the Dashboard calendar. When users navigated to a specific date and then selected the Add button, the new activity's default date was always set to the current date.
• Resolved an issue with set management. In the Set Members list of a set and in the Set Membership list of a contact record, selecting the Add button was causing the app to remain in a processing state.
• Resolved an issue in which the number of members displayed on the Set List was different from the number displayed on the set detail screen.
• Resolved an issue that prevented non-SmartView for Advisors users from seeing investment accounts. The issue was occurring when the Display Investment Account based on Investment Account Advisor List option was enabled in SmartView for Advisors Setup in SmartOffice Pro.
• Resolved an issue affecting user accounts with record sharing enabled. In Settings, the Super User setting in the Security section was not being auto­matically cleared for these users (record-sharing users cannot also be Super Users).

• Resolved an issue in which EbixEnterprise customers using single sign-on were being prompted to sign in to SmartOffice Anywhere instead of being signed in automatically.
• Resolved an issue in which contacts created in SmartOffice Anywhere were not being automatically assigned a primary advisor, even when Assign new contacts to the users who create them setting was enabled in SmartOffice Pro. SmartOffice Anywhere now properly assigns the contact linked to the user's account as the primary advisor on new contacts.
• Resolved an issue in which the status of advisor records created in Smar­tOffice Anywhere was not being set to Active by default.
• Resolved an issue that was preventing parent-office users with Enterprise View turned on from seeing child-office investment accounts in the Global Investment Accounts List.

• Resolved an issue that was preventing record-sharing users who were specialists from viewing documents. The issue affected documents posted to shared contacts by the owner or the specialist.
• Resolved performance issues related to the Link Account to Contact feature and the way in which it posts entries to the SmartPad.
• Resolved an error that occurred when users selected the Link Account to Contact command and then selected the Link Contact button for an account.
• Resolved an “empty file” error that occurred when users tried to open documents.
• Resolved an issue with the Link Account to Contact feature that was preventing the primary advisor associated with the contact from being linked to the account.

December 2016

• Enhanced the activity outcome workflow so that users can complete an activity from the first screen of the outcome wizard if they do not need to specify comprehensive outcome options.
• Simplified the calendar Month view on small screens to display a dot on those days containing activities. Selecting the dot displays the activities in the Day view.

• Simplified the calendar Month view on large screens to display no more than one activity on any particular day. If additional activities are sched­uled for that day, the user can select an arrow button to display them in the Day view.
• Added a button to the calendar week and month views to allow users to switch between displaying a five-day week and a seven-day week.

• Repositioned the day numbers in the month view so that they are left-aligned instead of right-aligned.
• Enhanced calendar activities so that they appear using the same colors as they do in SmartOffice Pro.
• Resolved an issue with the Permission to Keep in Touch activity outcome workflow. Users who selected the Obtained Permission to Keep in Touch - Review Date outcome were encountering a message stating that no review date was available for the contact, even when the contact had a review date.
• Resolved an issue that was preventing users from sorting by the Type column on the Advisor/Agencies List.
• Resolved an issue that was preventing new opportunity records from displaying the office-default process until they were saved.
• Resolved an issue with the Add Referral screen in the activity outcome wizard. Users who closed the screen without adding a referral were finding that the activity was not being marked as Done.

October 2016

• Added the ability to restrict contact searches to records assigned to partic­ular users. A new See Data For button next to the search box lets you specify the users (note that this button is available on large screens only).

• Enhanced the process for adding a company to a contact record. SmartOf­fice Anywhere now adds the contact to the business’s business relations, key relations and employee census.

• Enhanced the navigation from SmartOffice Pro to SmartOffice Anywhere (via the profile menu) so that users are taken to their preferred landing page in SmartOffice Anywhere.
• Enhanced the Opportunities List so that the default search type is Process.

• Enhanced the Add Opportunity screen so that Process is the first field displayed.
• Reconfigured the Set List’s column layout for both small and large screens to provide more relevant information.

• Resolved an issue that was causing the Presale List to display an extra column when printed.
• Resolved an issue that caused some Dynamic Reports to not display column totals.

• Resolved an issue that occurred when a user viewed another user's calendar. When the user refreshed the page, the calendar and task screens were displaying the sign-in user's name instead of the name of the user whose calendar was being viewed.
• Resolved an issue that was preventing key relations from displaying for business records.
• Resolved an issue with the SmartOffice Pro command in the profile menu. Users who selected this command were encountering issues accessing activities once they were in SmartOffice Pro.

August 2016

• Added options to make sets private and/or modifiable only by the user who created them. Specific sets can now also be marked as favorites, and an option to display only favorites was added to the Set List.
• Added a profile setting that lets users choose which screen appears imme­diately after sign-in. The choices are Dashboard, Day, Agenda, Week, Month, Policy List, Presale List, Opportunity List and Alert Center.

• Enhanced the view of other users’ calendars so that the activities displayed conform to that user’s calendar and task view options in SmartOffice Pro.
• Added a prompt that asks the user whether a household should be created or updated when a Family-type key relation is added to a contact.

• Changed the icon for the menu button throughout the application to a “hamburger”-style icon.
• Added the ability to search for opportunities by process name. A Process option was added to the Opportunity List's Search drop-down list.

• Resolved an issue with missing column headings when users printed the Advisors/Agencies List.
• Resolved an issue that prevented users from adding a referral contact after marking an activity as Done from the advisor detail screen.

• Corrected the home screen icon that appears when Safari users on iOS devices added SmartOffice Anywhere to the home screen.
• Resolved an issue with website address links in contact records not working when users selected them.

• Resolved errors that occurred when users accessed integrations, accessed the duplicate contacts list, edited the profile photo or imported contacts.
• Resolved an issue with the Contact Not Made activity outcome option. Selecting the option was incorrectly displaying the Finder Completed/Updated and Permission to Keep in Touch options.

• Resolved an issue that prevented all records from displaying in the Contact, Set, Advisor/Agencies and Presale lists when the search boxes in those lists was cleared.
• Resolved an issue that prevented users from opening a key relation’s contact record from the Key Relations section of a contact.

• Corrected the wording of activity history records created in SmartOffice Anywhere to make them consistent with those created in SmartOffice Pro.
• Moved the SmartOffice Pro option to the top of the list of options in the profile menu.

• Resolved an issue with alerts about access hours not appearing for users who signed in to SmartOffice Anywhere from the Ebix CRM website.
• Android app: Resolved an issue that was redirecting users to the wrong sign-in screen after they signed out.

June 2016

• Added the ability to create opportunity records and opportunity notes.
• Simplified the layout of the Opportunity List on small-screen devices for easier navigation. The list now has only three columns: Current Stage, Contact Name and Potential Revenue.

• Changed the basic font color to black throughout the application to improve readability.
• Improved the user experience for SmartView for Advisors users on small-screen devices. Changes include displaying the policy list when the advisor first signs in, as well as improving the layout and sorting features of the policy and presale lists.

• Added an element in the server config.xml file to enable enterprise admin­istrators to control whether their users can sign in to SmartOffice Anywhere on multiple devices simultaneously. In the  element, look for the  element and its child element.
• Resolved an issue that prevented personal holdings from appearing in the Investment Positions list in contact records.

• Resolved an issue with text copied from an Outlook e-mail message and pasted into the Description field of an activity. The pasted text was displaying HTML code.
• Resolved an issue that caused SmartView for Advisors user to see the dashboard that regular SmartOffice users see after sign-in.

• Resolved an issue in which users who tried to sign in to SmartOffice Anywhere without having the proper user rights were not seeing a message explaining the issue.
• Restored the missing Add button to the Contacts section on the group policy detail screen.

• Resolved an issue that caused links in activity outcome alerts to load slowly when selected.
• iOS: Resolved an issue with navigating back from integrations.

• iOS: Resolved an issue that was preventing users from accessing help through the Help link in the profile menu.

April 2016

• Resolved an issue that prevented referred contacts created in SmartOffice Anywhere from appearing in Dynamic Report results in SmartOffice Pro.
• Resolved an issue that prevented contacts from loading properly in the Recent Contacts list and the Contact List screen.

• Resolved an issue that prevented users from collapsing the side menu.
• Resolved an issue in the Security section of Settings that prevented users from saving changes to the View Other Users' Calendar Activities and Tasks option.

• Resolved an issue that enabled users to view opportunities that they did not own.

March 2016

• Added a Policy Date column to the Policy List to display the inforce date for each policy (or the pending case creation date if the policy is not yet inforce).

• Added a New button in the Contacts section of policy records to allow users to add policy contacts such as owner, beneficiary, insured, primary contact and payor.

• Added two new sections, SmartPad and Activities, to policy records. Users can now view and create SmartPad entries and activities from within a policy.
• Enhanced SmartOffice Anywhere to reflect the following default activity preferences as specified in SmartOffice Pro: Start Time for New Appoint­ments, Calendar Activity - Type and Task - Type.

• Added a Company field to contact records to allow the linking of business records to contacts.
• Resolved an alert issue involving the Read more link, which was not marking alerts as read when it was selected.

• Resolved an issue with the Fact Finder Completed/Updated activity outcome. SmartOffice Anywhere was not automatically filling in the Established On date of a linked business, even when the business had a valid Established On date.
• Restored the missing Agency field on the advisor creation screen.

• Resolved an issue with the Carrier and Plan fields on the policy creation screen. The available options in those fields were not sorted alphabetically.
• Resolved an erroneous “policy types not selected” warning that was appearing when users tried to create policies from the contact and advisor screens.

• Resolved an issue that was causing duplicate custom choices to appear in the activity Type and Sub-Type drop-down lists.

February 2016

• Added the ability for enterprise SmartOffice administrators to mask sensi­tive data (home address, e-mail address, Social Security number, vehicle license plate number, driver license number, photo, date of birth, birth­place and telephone number information) for all users at the server level using the new element under the element in config.xml.
• Added the ability for enterprise SmartOffice administrators to control access to SmartOffice Anywhere for all users at the server level by adding/removing this line in licenses.xml: .
• Added the Referred By field to contact and business records so that users can link contacts together to track referrals.
• Added a New button to the Policy section of the contact and advisor screens to allow users to create policy records from those screens.
• Resolved an issue with sessions not timing out according to the Session Timeout setting configured in SmartOffice Pro.
• Resolved an issue that prevented the appropriate note from being added to a contact's SmartPad when referrals were added during the activity outcome workflow.
• Resolved an issue that caused the Use PIN check box to appear on users' sign-in screens even after enterprise SmartOffice administrators disabled PIN support at the server level.
• Resolved an issue that enabled outcome tracking by default for new activ­ities even when the Disable default outcome tracking for new activities user preference was selected in SmartOffice Pro.
• Resolved a contact import issue that allowed users to select the Next and Run Import buttons multiple times.
• Resolved an issue with missing fields (Marketing Manager, Office Code, Region Code, Code and Status) in agency records.
• Resolved an issue that prevented the issued class for the primary insured from appearing in the policy screen’s Contacts section.
• Resolved an issue that caused the search button to stop working.
• Resolved an issue with the incorrect ordering of alerts in the alert list.
• Resolved an issue that prevented the alert list from loading when the Alert Center button was selected a second time.
• Resolved several issues with the Holding Type and Case Manager fields in policy records.
• Resolved several issues with policy visibility and user licenses.
• Resolved an issue that caused the E-mail Posting and Exchange Sync options to appear in Settings even though those settings are no longer configurable through SmartOffice Anywhere.
• Resolved several issues with editing advisor contact information.
• Resolved an issue that prevented users from deleting phone numbers, addresses and e-mail addresses from advisor records and from selecting the Do Not Call option for phone numbers.
• Resolved an issue that prevented the Sub-Type drop-down list from working when users created advisor and agency records.

• Resolved an issue with the No Contact Made > Contact Later Today activity outcome. Marking a Call-type task as Done and selecting that outcome was creating a timed activity with the current time.
• Resolved an issue with the first-time setup wizard that was creating an e-mail posting setup for the user, even though e-mail posting configura­tion has been removed from SmartOffice Anywhere.

• Resolved an issue that occurred when users tried to perform a full refresh of an agency’s data in the Policies section of Settings when a full refresh was already in progress. Now, when a full refresh is in progress, the user sees a message to that effect, and the new request is not submitted.
• Resolved an issue with the way in which options related to the Permission to Keep in Touch activity outcome were not wrapping properly on small-screen devices.

• Resolved an issue with the Permission to Keep in Touch activity outcome related to the Review Date and Birthday options for scheduling an activity. The app was not alerting users when the contact’s record contained no review date or birthday.
• Resolved an issue that prevented users from rescheduling a calendar activity as a task during the activity outcome workflow. The activity was being created as a calendar activity regardless of the user’s selection.

• iOS app: Resolved a keyboard navigation issue when users selected the Next button in new activities.
• iOS app: Resolved an issue that required users who specified an office name on the setup screen to enter it again on the sign-in screen.

August 2015

• Redesigned the layout for small-screen mobile devices to provide easier access to frequently used features.
• Added the ability to import contacts from a .csv file on the Contact List.
• Added the ability to create policy records on the Policy List.
• Added the ability to create advisor and agency records on the Advisor/Agencies List.
• Added a Duplicate Contact List, accessible from the Contact List, to help identify contacts for merging.
• Added support for third-party integrations on the contact detail screen.

• Added an outgoing e-mail (SMTP) settings page in the first-time setup wizard for office administrators.
• Changed the icon for the Record Merge button.
• Android app: Added the ability to configure a PIN that can be used instead of a password to sign in.
• Resolved several permissions-related issues affecting calendar activities and SmartPad notes.

• Resolved an issue in which an opportunity’s stage was not being updated on the Opportunity List after being updated during the activity outcome workflow.
• Resolved an issue with office default alert preferences for new user accounts not being applied to user accounts created in SmartOffice Anywhere.

• Resolved an issue on the calendar Month view in which selecting the 1 button to view all of the activities for a particular day was taking the user to the Day view for the current date instead of the activity date.
• Resolved a Dashboard loading issue affecting SmartView for Advisors users.

• iOS app: Resolved an issue that caused the wrong numeric keypad to open when users selected the PIN field on the sign-in screen.
• Removed the Microsoft Exchange Server option from the E-mail Service drop-down list located in the E-mail section of Settings under E-mail Posting.

• Resolved an issue that prevented users from viewing the details of contact records from the Contact List.
• Resolved an issue that caused the text of some alerts to appear blank.

• Removed screens related to calendar/contact sync and e-mail posting from the first-time setup wizard and the Settings area in SmartOffice Anywhere.

July 2015

• Added an Alert Center to enable users to receive SmartOffice notifica­tions.
• Added a contact merge capability to the Contact List.

• Added a dedicated calendar screen accessible from the side menu.
• iOS app: Added the ability to configure a PIN that can be used instead of a password to sign in.

• Added a search bar to the SmartPad section of contact records.
• Added an option to the Security section of Settings to enable users to receive SmartOffice alerts by e-mail or text message.

• Resolved an issue that caused activity confirmation letters to be sent despite the user’s preference not to send them.
• Resolved an issue with icons not appearing in the Settings area.

• Resolved record visibility issues that enabled SmartView for Advisors users to see policies, requirements and presale activities that they should not be seeing.
• Resolved a contact creation issue that was resulting in more than one contact e-mail addresses being marked Preferred.

• Resolved a contact creation issue that was preventing the automatic capi­talization of the first letter of the text that users typed into the contact First Name field and the business Territory field.
• iOS app: Resolved an issue that caused users to be redirected to a page other than the sign-in page when they signed out.

• iOS app: Resolved an issue that prevented the SmartPad edit window from receiving focus when it was opened.

May 2015

• Changed the contact SmartPad section to display only the first two lines of long notes. A Read more link that expands notes to their full length was also added.
• Made the contact search box visible at all times on small-screen devices and removed the Search button.

• Added a map button to the Activity Location field in activity records. The button opens Google Maps and enables user to get directions.
• Added labels above all fields.

• Added a Link Account with Contact option under Investments in the side menu. This feature identifies investment accounts that are not linked to contact records and allows users to assign contacts.
• Added a Now link to the date picker for quick selection of the current date and time.

• Added a Reminder Question option to the Edit Password dialog box to aid users in resetting forgotten passwords. Reminder question fields were also added to the dialog box for changing the user’s password.
• Enterprise customers: Added options for configuring Microsoft Exchange e-mail posting to the Exchange Sync section of Settings.

• Added the ability to edit the contact Primary Advisor field.
• Resolved an issue that prevented the application from verifying the Albridge Partner ID when the user tried to set up Albridge investment data downloads.

• Resolved user interface inconsistencies related to drop-down choice selec­tion.
• Resolved an issue that prompted the user to create a password after the user had already created one.
• Resolved issues with the alignment of fields when users created contacts.
• Renamed the Obtain permission to keep in touch option in the activity outcome workflow to Permission to Keep in Touch to prevent the label from shifting below the check box on small screens.
• Resolved an issue that allowed a user to access child office contacts from the Recent Contacts section of the Dashboard, even when the user’s Default Enterprise View Mode setting in SmartOffice was Inside Office.
• Resolved an issue that caused incorrect or invalid carriers to appear in the Resource Data section of Settings.
• Resolved an issue that deleted the port number when SMTP server infor­mation was entered in Settings.
• Resolved an issue that opened a dialog box for adding an activity or referral when the user tried to assign a user to a new task during the activity outcome workflow.
• Renamed the Show Pending switch on the Policy List to Show Pending Only to communicate its purpose more clearly.
• Relocated the Calendar, Task and All Day options in the Activity Details dialog box to appear before the date/time fields.
• Resolved an issue that made the Case Status button on policy detail screens available to users who did not have the proper user rights to work with pending cases.
• Resolved an error that users encountered when they tried to enable the Morningstar investment data feed.
• Replaced several placeholder field labels throughout the application with updated labels.
• iOS app: Resolved an issue that required users to enter their office infor­mation more than once the first time they signed in.

April 2015

• Added a Send Confirmation Letter option to the activity creation screen for Appointment- and Call-type calendar activities linked to a contact.
• Added support for SAML-based single-sign on (SSO).

• Added a spinning progress indicator to detail screens to give users a visual cue when the app is processing their input.
• Added capture of user sign-in data for enterprise customers who use the SmartMonitor monitoring tool.

• Added a message in the Policies section of Settings to let users know that they may not see policies for several minutes after configuring policy feeds from their agencies.
• Added Delete buttons to the Whose Data This User Can See list in the Permissions section of Settings to enable users to delete proxy relation­ships.

• Redesigned the E-mail section of Settings to hide fields and options under expandable headings for easier navigation and less scrolling.
• Changed the way “Do not call” numbers appear in contact records to red font instead of red highlight.
• Enhanced the Description field in several areas of the application so that it expands to accommodate long text entries.
• Renamed the SLIB option in the Rights section of Settings to Agency-Producer Insurance Sync for improved clarity.

• Renamed the Synchronize Contact Birth Dates from SmartOffice to Exchange option in the Exchange Sync section of Settings to Synchronize Contact Birthdays to Exchange Calendar to make it clear that this option adds events to the user’s Exchange calendar.
• Removed options from the Rights section of Settings because those features are not available at this time: Mark Records Private, Data Import, Data Export, Dynamic Report Excel Templates and Alerts.

• Moved the Delete button on the activity detail and SmartPad note screens to the left to separate it from the Close and Save buttons.
• Improved the application screenshots on the Apple iTunes App Store page.

• Made several headings bold in the Exchange Sync section of Settings for improved readability.
• Made the Synchronize Recurring Calendar Entries and Synchronize All Day Events options in the Exchange Sync section of Settings enabled by default.

• Renamed the Drivers Lic Expire field to License Expiration Date for improved clarity.
• Disabled autocorrect for the Office Name and User Name fields on the sign-in screen.

• Resolved an issue that caused images and other page elements to load slowly in desktop browsers.
• Resolved an “invalid argument” error that users encountered when saving activities.

• Resolved a sign-in loop issue that affected users who did not have Exchange contact and calendar sync rights.
• Resolved an issue with the activity outcome workflow in which the default time for new activities was not being automatically set to the next quarter-hour.

• Resolved an issue that prevented users from seeing the Activation code field for SmartLink for Insurance Brokers.
• Resolved an issue that caused certain screens to jump when users inter­acted with them.

• Resolved an issue that caused the default All Categories option on the Dynamic Reports List to be missing.
• Resolved an issue that caused a question mark to appear in the activity Participants field.

• Resolved an issue that caused the activity Location field to have no borders.
• Resolved an issue that prevented users from seeing the year while viewing the calendar Day tab on the Dashboard using the Safari or Chrome browser.

• Resolved the blank confirmation e-mail message users were receiving when they selected no investment data providers in the first-time setup wizard.
• Resolved an issue in the first-time setup wizard that caused the Activate link for each investment data provider to appear in the wrong location.

• Resolved an issue that prevented a new contact’s first name from being automatically entered in Greeting field during contact creation.
• Resolved an issue that allowed administrators to create user accounts even when the maximum user count for the office had been reached or when no licenses for the specified licensing tier were available.

• Resolved an issue that caused pop-up screens to close abruptly and discard unsaved data when users selected outside the pop-up.
• Resolved an issue with the order of the Exchange sync setup screens in the first-time setup wizard.

• Resolved an issue that prevented users from removing themselves as the activity participant by rescheduling an activity with another user as the participant.
• Resolved an issue on small-screen devices that obscured the name of the user whose calendar was currently being viewed.

• Resolved several alignment issues affecting the Recent Contacts and Quick View Report portlets on the Dashboard as well as the Contact Infor­mation section in contact records.
• Resolved an issue that prevented the first-time setup wizard from appearing on sign-in for new users.

• Resolved an issue that caused the Opportunities List to refresh repeatedly.
• Resolved an alignment issue with the Set List on small-screen devices.

• Resolved an issue that caused the Remember me label on the sign-in screen to appear below its check box.
• Resolved an issue on small-screen devices that caused labels for some check boxes to appear below the boxes instead of next to them.

• Resolved an issue that allowed users to access the application from restricted IP addresses.
• Resolved an issue with the Send button not working when users tried to test their SMTP e-mail settings.

• iOS app: Resolved an issue that redirected users to an incorrect page when they signed out of the application.
• iOS app: Resolved an issue that caused the cursor to move out of certain fields when the user pressed Enter twice.

• iOS app: Resolved and issue that caused a blank bar to appear across the top of the screen when users viewed the activity detail screen.
• iOS app: Resolved an issue on the activity detail screen that caused the cursor to leave the screen when the user selected the Next (>) button on the keyboard.

• iOS app: Changed the Office Name field on the setup screen so that it no longer autocorrects text that users enter.

February 2015

• Added Drivers License # and Drivers Lic Expire fields on the contact detail screen.
• Added contact search at the top of every page.

• Added a first-time setup wizard for users signing in for the first time.
• Redesigned the Exchange Sync section in Settings area to hide fields under three headings—Server Information, Calendar and Contact—to make them easier to work with.
• Added a new date picker control for filling in date fields. The control allows for separate selection of month and year and incorporates a time selector where appropriate.
• Added a Primary Advisor field to the Personal Information section of the contact detail screen. The field is currently read-only.

• Added a “Do not call” option to the phone number detail screen.
• Added a “Generate Random Password” option in the Profiles section of Settings for new user accounts.

• Made database changes to improve overall application performance.
• Renamed the Add Image command in the contact Personal Information section to Add Photo.

• Resolved an issue that prevented advisors from seeing policies other than those on which they were the owner/insured. Advisors now see policies on which they are designated as the advisor.
• Resolved an issue that prevented the Test button in the E-mail section of Settings from working.

• Resolved an issue that caused the date in the contact Birth Date field to change when the contact was edited and saved.
• Resolved an issue that prevented the Finish button from working properly on the Fact Finder screen in the activity outcome workflow.

• Resolved an issue that cause the Update Opportunity Details option to appear in the activity outcome workflow for users who did not have rights to use opportunities.
• Resolved an issue with incorrect Modified On dates on user accounts created through SmartOffice Anywhere that caused issues with e-mail posting setup.

• Resolved an issue that prevented users from searching by a contact’s last name on the Presale List.
• Resolved an issue with the Add Key Relations screen that prevented a list of existing contacts from appearing when users selected the Contact field.

• Resolved a list refresh issue that occurred when users disabled the Presale Activities or Policies right in Settings while viewing the Presale List or Policy List.
• Resolved an issue that caused the Update Opportunity Details option to appear in the activity outcome workflow even when the user did not have rights to view opportunities.

• Resolved an activity outcome issue with birthday follow-ups in which SmartOffice Anywhere was including the contact’s birth year when setting the follow-up date.
• Resolved an activity outcome issue in which updating an opportunity was updating the previous opportunity stage instead of the current stage.
• Resolved an issue in which new activities created while viewing another user’s calendar had the original user as the default primary participant. Now, the default primary participant is the user whose calendar is being viewed.
• Resolved a Save button issue that prevented users from updating an opportunity during the activity outcome workflow.
• Resolved a button issue that caused duplicates to be added to the “Whose Data This User Can See” list in the Permissions section of Settings.
• Resolved an issue on iPod devices that caused alerts in the Settings area to be hidden under the icons at the top of the screen.
• iOS app: Resolved an issue that required two taps on the Back button in Google Maps to return to SmartOffice Anywhere.
• iOS app: Resolved an issue that caused the sign-in page to open in the Safari browser instead of the app.

• iOS app: Removed the text “MYSO Online” that appeared at the bottom of the app.
• iOS app: Resolved an issue that prevented users who opened documents from zooming in to read them.

• iOS app: Resolved an issue that caused the app name to be obscured on all screens except for the Dashboard.
• iOS app: Resolved an issue that caused users who switched to a different app to always end up back at the Dashboard when switching back.

January 2015

• Added a visual cue when a calendar activity participant has a conflicting appointment. When added to an activity, the user appears in red.
• Relabeled several options in Settings to make them more consistent and easier to understand.

• Added a red highlight to contacts in lists when the contact’s Type is set to Deceased.
• Added a Status column to the Investment Accounts List and Investment Positions List.

• Added a slider to the top of the Investment Accounts List and Investment Positions List that allows users to show or hide closed/inactive accounts or positions.
• Enabled access to all policy, group policy and investment types by default for all user accounts created in SmartOffice Anywhere.

• Enabled the option is Settings to sync all contacts with Microsoft Exchange. Previously, Exchange contact sync require the user to sync a defined contact set. Note that set-based sync is still the default option.
• Added a Remarks field to phone number, address and e-mail address records.

• Changed the activity outcome workflow for activities linked to opportuni­ties so that the Update Opportunity Details option is selected by default.
• Changed the Exchange Password field in Settings to indicate that it is mandatory. The field now appears red when the user selects it.

• Renamed the Add Image command on the contact detail page’s Personal Information edit menu to Add Photo.
• Removed buttons for editing and deleting electronically downloaded contact, address and phone number records.

• Resolved a sign-in issue affecting users who accessed SmartOffice Anywhere using the iOS app.
• Renamed the Albridge Setup option in the Investment Feeds section of Settings to Albridge to make it more concise.
• Improved sign-in failure messages to provide users with more informa­tion about the cause of the failure.
• Resolved sign-in issues caused by conflicts with Chrome’s built-in pass­word-saving feature.

• Resolved an issue that caused no activities to appear in the calendar when the user tried to view the activities of a user group.
• Resolved an issue in which an activity created from the calendar Week or Month view had the first day of the week or month as its default start date. The default date is now the current day.

• Resolved SmartPad note issues on iOS devices, including blank screens when notes were opened/edited and notes being saved even when no text was entered.
• Resolved an issue that caused the Add button on the calendar to be hidden even when the user had the proper permissions to create calendar activi­ties.

• Resolved several issues with the Obtained Permission to Keep in Touch activity outcome workflow.
• Resolved an issue that caused the default duration of new calendar activi­ties to be used as the default duration of new tasks.

• Resolved an issue that prevented multi-day activities from appearing in the calendar immediately and tasks without linked contacts from appearing at all.
• Resolved an issue with the SmartMail, Exchange Sync and SLIB options in the Rights section of Settings. Selecting these options was not enabling the features.
• Removed the Mobile Text (SMS) Service and Text (SMS) Phone Number fields from the Profile section of Settings pending a redesign of the text alert feature in the application.
• Resolved an issue with the activity outcome workflow that allowed users to view the details of contacts they were not assigned to.
• Resolved an issue with activities created in SmartOffice that included user participants from other offices. Those participants were not visible when the activities were viewed in SmartOffice Anywhere.
• Resolved an issue with Internet Explorer 10 and 11 that caused the browser to download a file called dashboard\_dyn.jsp instead of displaying the Dashboard on sign-in.

• Resolved an issue that caused the current user’s Exchange sync options to remain visible in Settings even when the user switched the view to display another user account’s settings.
• Resolved an issue that allowed users to set up Exchange sync for disabled user accounts.

• Switched the Save and Close buttons on the activity detail screen to make them consistent with the same buttons in other areas of the application.

November 2014

• Added the ability to open an activity’s linked contact record by selecting the arrow in the activity’s contact field.
• Changed all calendar views to hide activities whose status is Canceled.

• Resolved an issue in which the default date on new activities was always the current date, even when those activities were created from a future calendar date.
• Resolved an issue in which the default duration of new timed activities was not matching the default specified in the user’s preferences.

• Changed the display of phone numbers to the format (xxx) xxx-xxxx.
• Resolved an issue in which new user accounts were not being automati­cally configured with the default user rights associated with the user’s licensing tier.
• Restored the missing label for the Keyword field on the activity detail screen.
• Resolved an issue that caused a delay when users opened Settings.
• Resolved an issue on iOS devices that caused HTML tags to appear when users typed SmartPad notes.
• Changed the Tasks and Calendar sections of the Dashboard to display the user’s actual name instead of the user’s sign-in name.

• Resolved several user interface issues related to button and field align­ment, layout spacing, scroll bars and menu behavior.
• Changed several field labels and other wording in Settings to make the options easier to read and understand.

• Resolved an issue that caused e-mail posting settings to be visible in the E-mail section in Settings when the user did not have e-mail posting user rights.
• Restored the SmartMail user right that was missing from the Rights section in Settings.
• Resolved an issue that allowed users to view set members regardless of user assignments (this affected offices using Office Security).

October 2014

• Added the ability to delete members from sets.
• Added DOB and SS# fields to contact records to display birth date and Social Security number.

• Redesigned the activity outcome workflow that begins when the user selects the Mark Done button on an activity. Outcome options are now presented in a more logical and intuitive manner.
• Enhanced investment data feeds to insert and delete investment data. Previously, feeds could only update data.

• Resolved an issue that caused password reset confirmation e-mail messages to be sent from the address of the user who performed the reset rather than the system administrator.
• Resolved an issue that appeared to allow users to delete data that they did not have permission to delete (data was not actually being deleted).

• Resolved an issue that allowed users to access SmartOffice Anywhere even when they did not have the appropriate user rights.
• Resolved errors and other issues that users were encountering when they tried to access the Mail Server section of Settings and when they tried to change and save settings.

August 2014

• Added a sub-type field for calendar activities.
• Enhanced sign-in error messages provide more specific information about the reason the user was unable to sign in.

• Added a Don’t show this again option to the Settings window. Selecting this option prevents Settings from opening automatically for administra­tors after sign-in.
• The Help accessed from the profile menu now has a search feature, improved navigation and a responsive layout that adapts better to different screen sizes.
• Removed the Settings link from the profile menu for non-administrator users.
• Resolved an issue that caused policy and investment types that should be hidden to be visible.

July 2014

• Added the ability to view, edit and create contact/business sets.
• Added the ability to run Dynamic Reports and export the results.

• Added a Participants field to calendar activities.
• Added a Mark Done button to calendar activities for tracking activity outcomes.

• Added the ability to view other users’ calendar activities and tasks.

May 2014

• Added policy and opportunity tracking (policy and pending case tracking are now combined).

• Added a Documents list to contact records for viewing uploaded files.

• Added the ability to create PDFs from lists for printing, saving and/or sending.

March 2014

• Added pending case, investment and presale activity tracking.
• Made general improvements to appearance, including redesigned icons and bolder colors.

• Added a Dashboard link to the side menu.
• Added a slider on the side menu to show/hide menu labels.

• Made general improvements throughout the user interface to make the application easier to use.

February 2014

• Initial release.