Release Notes - SmartOffice 2016 Release 2

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.

March 15, 2016

• Initial publication.

March 16, 2016

• Corrected list of supported browsers.

• Core System: Corrected description of PMG-557466 to specify Dynamic Reports.

March 22, 2016

• Core System: Added details to description of "Browser-Independent Correspondence" enhancements (PMG-617437, PMG-617439)

March 31, 2016

• Core System: Added solution for Pick Time button issue (PMG-630164).

• Core System: Added solutions for business key relations issues (PMG-630493 and PMG-630494).

• Core System: Added solutions for SmartPad sorting and time entry issues (PMG-630553 and PMG-630568).

• SmartCalendar: Added solution for issue with participants in recurring activities (PMG-630537).

• SmartCaseManager: Added solution for Doctor search issue in requirements (PMG-628828).

• SmartCaseManager: Added solution for policy beneficiary issue (PMG-629956).

• SmartCaseManager: Added solution for Cash Received issue in pending cases (PMG-629957).

• SmartInvestments: Added solution for Net Value column issue (PMG-622104).

April 25, 2016

• Core System: Added "SmartPad report export limits" enhancement (PMG-638125).

• Core System: Added solution for calculated columns issue (PMG-588856).

• Core System: Added solution for Google Chrome display issues (PMG-633965).

• Core System: Added solution for removal of QuickSync buttons (PMG-636630).

• Core System: Added solutions for general, Dynamic Report, contact, calendar, advisor, carrier, opportunity, lead and recruiting-related user interface issues. These solutions are described in multiple sections of the document under PMG-636957.

• Core System: Added solution for submenu clicking issue (PMG-637744).

• Core System: Added solutions for Alert Center deletion and hyperlink issues (PMG-629436 and PMG-634129).

• Core System: Added solution for contact remark printing issue (PMG-628801).

• Core System: Added solutions for Social Security number issues (PMG-631059 and PMG-636276).

• Core System: Added solutions for KYC template issues (PMG-631991, PMG-637122 and PMG-639789).

• Core System: Added solution for issue with adding members to sets (PMG-634997).

• Core System: Added solution for correspondence template issue (PMG-636957).

• Core System: Added solution for Dynamic Report goal chart issue (PMG-631883).

• Core System: Added solution for PDF disclaimer issue (PMG-636222).

• Core System: Added solution for SmartPad text wrapping issue (PMG-631376).

• SmartCalendar: Added solution for pop-up calendar error (PMG-629009).

• SmartOpportunities: Added solutions for opportunity report issues (PMG-633213 and PMG-633215).

• Advisors/Agencies: Added solution for advisor-related user interface issues (PMG-639130).

• SmartCaseManager: Added solution for cash-received keyboard entry issue (PMG-629955).

• SmartCaseManager: Added solutions for Policy/Case Setup user interface issues (PMG-633142).

• SmartCaseManager: Added solutions for pending case user interface issues (PMG-634781).

• SmartCaseManager: Added solutions for pending case delivery requirement issues (PMG-635373, PMG-637345 and PMG-637350).

• SmartCaseManager: Added solution for child pending case risk class issue (PMG-636397).

• SmartCaseManager: Added solution for pending case requirement merge code issue (PMG-637345).

• SmartCaseManager: Added solution for pending case detail printing issue (PMG-637743).

• SmartCaseManager: Added solution for Carbon Copy correspondence issue (PMG-637797).

• SmartCaseManager: Added solution for conversion period recalculation issue (PMG-638731).

• SmartInvestments: Added solutions for individual and group account performance layout issues (PMG-630039 and PMG-630826).

• SmartInvestments: Added solution for position maturity date saving issue (PMG-635043).

• SmartInvestments: Added solution for position Pick Date button issues (PMG-636160).

• SmartInvestments: Added solution for Balance Sheet - Investment Format PDF report issue (PMG-635853).

• SmartInvestments: Added solution for security search and price history layout issues (PMG-630824 and PMG-636196).

• Integrations and Data Services: Added "Dynamic Report properties exposed through SmartIntegrator" enhancement (PMG-634703).

• SmartOffice Anywhere: Added solution for referral contact issue (PMG-635042).

• SmartOffice Anywhere: Added solution for Recent Contacts issue (PMG-635335).

• SmartOffice Anywhere: Added solution for side-menu collapsing issue (PMG-635406).

• SmartOffice Anywhere: Added solution for issue with viewing other users' calendars (PMG-636197).

• SmartOffice Anywhere: Added solution for opportunity visibility issue (PMG-638969).

April 26, 2016

• Core System: Added solution for issue with Internet Explorer-dependent menu commands (PMG-637382).

• SmartOffice Anywhere: Added solution for integration icon issue (PMG-639111).

April 27, 2016

• Core System: Added "Plug-in Sign-in for Document Downloads" enhancement. (PMG-642339)

Release Overview

Note: For many customers, SmartOffice 2016 Release 2 is the first SmartOffice upgrade featuring the improved look and navigation of SmartOffice Pro. These customers should also refer to the release notes for SmartOffice 2016 Release 1 , which introduced these user interface improvements.

This release of SmartOffice packages updates that have been applied to SmartOffice servers since SmartOffice 2016 Release 1. Additional updates that have not previously been applied to SmartOffice servers are also included.

Enhancement Highlights

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

Core System

• Expanded browser support

• Browser-independent correspondence

• Plug-in sign-in for document downloads

Agency Management System

• Parent and child presale records

System Requirements

The system requirements for SmartOffice have changed with this release. The most significant changes are:

• Dropped support for Internet Explorer 10. SmartOffice Pro now requires Internet Explorer 11.

• Added support for Google Chrome.

For detailed system requirements, see System Requirements.

Note Regarding Text Changes in SmartOffice

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

SmartOffice Pro Changes

Core System

Featured Enhancements

Expanded Browser Support

The improved SmartOffice Pro look and navigation introduced in SmartOffice 2016 Release 1 are now compatible with the latest versions of these desktop web browsers:

• Internet Explorer

• Google Chrome

As part of this enhancement, SmartOffice Online users now have a new sign-in page option that lets them choose between accessing SmartOffice Pro and SmartOffice Anywhere, regardless of which browser they are using.

Browser-Independent Correspondence

The workflow for creating printed correspondence in SmartOffice Pro was modified to support Google Chrome and Microsoft Edge on Windows.

Important: Users must upgrade to the latest version of the Microsoft Plug-in for SmartOffice to use this feature.

Now, after a user selects letter options in the Correspondence Wizard and clicks the final Continue button, SmartOffice downloads the appropriate letter template and configuration information to the user's computer as an .sbpro file. Users see a message explaining this.

When the user opens the file, a Correspondence dialog box opens on the user's computer. From here, users can complete the process of viewing, editing and/or printing the letter.

 (PMG-617437, PMG-617439)

Plug-In Sign-in for Document Downloads

To download documents from SmartOffice Pro, users must now also be signed in to the SmartOffice plug-in on their computers. Users who try to download documents without being signed in to both now see a message instructing them to sign in to the plug-in. Learn more about signing in to the plug-in. (PMG-642339)

Other Enhancements

General

• Drop-down navigation improvements: Placing focus on a field containing a drop-down list now opens the list automatically, and typing a letter automatically highlights the corresponding option. This change helps reduce the number of clicks when users fill in fields. (PMG-617443)

SmartOffice Sync for Microsoft Exchange

Note: These changes apply to enterprise customers only.

• Improved field validation in sync setup: On the Exchange sync user setup page, SmartOffice now validates the data entered more thoroughly to help ensure that sync setups are created properly. (PMG-606269)

SmartPad

• SmartPad report export limits: To maintain overall performance, the system now allows users to export a maximum of 300 SmartPad records from a Dynamic Report results list. (PMG-638125)

Resolved Issues

General

•  An issue that was causing calculated columns to calculate large values incorrectly was resolved. (PMG-588856)

• The Pick Time buttons that were missing from the following fields were restored:

- The From and To fields in User Accounts > Detail > SmartOffice Access Hours

- The Start Time for New Appointments field in Office Settings > Default User Preferences > Activity Options

- The Start Time for New Appointments field in User Preferences > Activity Options

(PMG-630164)

• Display issues affecting Google Chrome users were resolved. (PMG-633965)

• The Add/Updated Record in Outlook and Add/Update Record in Lotus Notes commands/buttons were removed from contact and activity records. These are obsolete features that were replaced by Microsoft Exchange sync solutions in SmartOffice Pro. (PMG-636630)

• Several user interface issues were resolved:

- The Menu button was not properly right-aligned on many pages.

- On the Basic Info content link in User Preferences, an issue with the size of the General Information, Password Security Question and Mobile Dynamic Report sections was causing layout issues.

- On the Basic Info content link in User Preferences, the E-mail and SMS Text Message options under Alert/Notification Settings Outside of SmartOffice were available for selection even when the Receive Alert Center Notifications Outside of SmartOffice option was not selected. The options were also misaligned on the page.

- On the user account Detail content link, entering times in the SmartOffice Access Hours section was producing an error.

- On the Activity Options content link in User Preferences, the Pick Time button was not available in the Start Time for New Appointments field.

- In Office Settings, the Global Proxy content link was displaying an expanded tree view by default instead of a collapsed one.

- On the home page, closing a tab or removing a portlet from a tab was not displaying the appropriate confirmation message.

- For many drop-down lists, the default system choices were displaying in black instead of blue.

- Pressing the Enter key was having no effect in many areas of the system.

- The Manage Dashboards dialog box accessed from the home page had layout issues.

- The Modify Portlet button was missing from Dynamic Report portlets on the home page.

- When cursor focus was on a hyperlink field name, pressing the Enter key was not opening the appropriate dialog box.

- When users right-clicked a button on the Quick Action Corner, the Customize menu was opening in an unexpected location on the page.

- When creating filters, users were finding that the options in the List Filter Details section of the Apply List Filter dialog box were changing depending on which column was selected.

- When the page title on a filter results page was long, the Menu button was being pushed off the screen.

(PMG-636957)

• In User Preferences, the Menu commands Open SmartAnalyzer Web Page and Run SmartOffice Desktop Integration Diagnostic were removed because they were incompatible with non-Internet Explorer browsers. SmartAnalyzer can still be run from the Windows Start menu under Ebix Inc > Launch SmartAnalyzer for SmartOffice. (PMG-637382)

• In menus, clicking the name of a submenu was closing the main menu instead of opening the submenu. This issue was resolved. (PMG-637744)

Alert Center

• Issues that were preventing users from deleting messages in the Alert Center were resolved. (PMG-629436)

• Hyperlinks in alerts messages were not working. This issue was resolved. (PMG-634129)

Contact Management

• When users printed the contact Detail content link, the contents of the Remarks field were not printing completely. This issue was resolved. (PMG-628801)

• Users were unable to remove key relations from business records. This capability was restored. (PMG-630493)

• The Trustee role was not available for selection when a key relation was added to a business record. This issue was resolved. (PMG-630494)

• An issue that was preventing users from deleting Social Security number information from newly created contacts was resolved. (PMG-631059)

• On the KYC content link of a contact, custom drop-down lists contained no choices, even when choices existed in the template. This issue was resolved. (PMG-631991)

• An issue that was preventing users from adding 600 or more contacts to a set was resolved. (PMG-634997)

• Several issues involving contact Social Security numbers were resolved:

- The first five digits of Social Security numbers were not visible.

- When inserted into correspondence through merge codes, Social Security numbers were displaying only the last four digits.

- When PaperClip was opened from SmartOffice, the contact's Social Security number was not being populated.

(PMG-636276)

• Several user interface issues were resolved:

- Layout issues with the New (Comprehensive) dialog box for creating a contact were forcing users to scroll.

- On the business Add'l Detail content link, the Pick Date button in the Miscellaneous Information section was not working.

- When the contact Personal content link was customized to include the SmartPad portlet, the Show Manual Entries Only check box was not positioned correctly in the portlet.

- Users who tried to export a KYC template were seeing a dialog box displaying only the numeral 1 and an OK button.

- Users who tried to import a KYC template were encountering layout issues with the import dialog box and an error when they tried to select a file to import.

- During the New (Comprehensive) workflow for creating a contact, scrolling within a drop-down list was causing the entire section containing the drop-down list to scroll.

- On the contact Expenses content link, selecting the Reimbursement option while adding an expense was causing layout issues in the New - Expense Detail dialog box.

- When users selected the Mass Assign Advisor command for multiple contacts, the dialog box for selecting the advisor was remaining open even when the user clicked the OK button.

- On the contact Personal content link, users who entered text in the Remarks field and then used the CTRL + S keyboard shortcut to save the record were finding that the remarks were not being saved.

- While creating a business record using the  New (Comprehensive) workflow, users who entered key employees and then tried to save the record were encountering an error.

- From the Contact List and Advisor List, the menu that opens when the user points to the Page Layout button was expanding beyond the boundaries of the window.

- In the Company field of a contact record, clicking the name of a business that did not exist as a SmartOffice contact record was opening a Business List dialog box that contained no New 'Business' Record command.

- Users were unable to add phone numbers to business records in some cases.

- After adding an address to a business record, users were unable to close the address dialog box.

- On the contact Personal content link, when users increased the font size in the Remarks field and then tried to italicize text, the font size was reverting back to its original setting.

- Users who tried to change the name of a letter template from the contact Letter Log were being signed out of the system.

- Typing directly into contact drop-down list fields such as Type and Sub-Type was not automatically selecting the matching option.

- On the contact Personal contact link, clicking an e-mail address in the E-mail/Web Addresses section was not launching the user's e-mail application.

- Adding members to a household using a combination of mouse and keyboard navigation to complete the fields was causing an error.

- When creating a contact using the New (Comprehensive) workflow, selecting a business for the Company field was not automatically displaying the business's address and phone information.

- Deleting an entry from the Employee Census content link of a business record was not displaying a confirmation message.

- On the Set Members content link of a set, long set member names were causing display issues with the Menu button.

- Searching for a contact linked to a particular household using the Advanced Search hyperlink near the search box was returning no results.

- The Household-Key Relations Sync feature was not working after a family key relation was removed from a contact.

(PMG-636957)

• Users were unable to edit the labels of custom alphanumeric and date fields added to KYC templates. This issue was resolved. (PMG-637122)

• An error that users were encountering when trying to import KYC templates was resolved. (PMG-639789)

Correspondence

• While trying to create a new correspondence template from scratch, users were being prompted to select an application to open the template file. This issue was resolved. (PMG-636957)

Dynamic Reports

• When users selected the Run Excel Template command for a Dynamic Report linked to an Excel template, nothing was happening. This issue was resolved. (PMG-618540)

• After running a Dynamic Report configured with a goal, clicking the pie chart button on the results list was not displaying a goal chart. This issue was resolved. (PMG-631883)

• Several user interface issues were resolved:

- In some Dynamic Reports, including those appearing on home page tabs, clicking a policy record in the results list was opening the same list of report results instead of displaying the selected policy's details.

- When a user tried to add a Dynamic Report to the home page using the Add to Dashboards command, the title of the dialog box that opens was "Please wait" instead of "Add to Home Page."

- The "Processing Request. Please wait..." progress indicator was not appearing when users ran Dynamic Reports.

- Users who tried to export Dynamic Report results were encountering a double window.

(PMG-636957)

PDF Reports

• Several issues with PDF report sets were resolved:

- After viewing the Processed Reports Log, users who navigated to the Report Packages List and tried to create a package for overnight processing were not being prompted to select a report set type.

- The option to create a contact set from the Report Set List was missing.

- After viewing the list of reports in a report package, users who navigated to the report package Detail & Recurrence content link were finding that the report set type was displaying incorrectly and the link to the set name was missing.

(PMG-617473)

• When a user selected the Save Settings option while running a PDF report, the saved settings were appearing in the Select a Report to Run dialog box without a Delete button. This issue was resolved. (PMG-620474)

• While running a PDF report, users who tried to create an optional disclaimer from the report options dialog box were encountering an error. This issue occurred after the user specified the name and text of the new disclaimer and then tried to close the Disclaimers dialog box. The dialog box now closes without error.  (PMG-636222)

SmartOffice Sync for Microsoft Exchange

Note: These changes apply to enterprise customers only.

• Users were unable to save an Exchange sync setup after enabling and configuring e-mail posting. The system kept prompting users to correctly enter all required information, even though the information was correctly entered. This issue was resolved. (PMG-617406)

• The dialog box that opens after the user creates and saves an Exchange sync setup was not opening completely and was difficult to read. (PMG-636957)

SmartPad

• Clicking the Notes column in the SmartPad was not sorting entries on that column. This issue was resolved. (PMG-630553)

• Issues with modifying the time on a SmartPad entry were resolved. (PMG-630568)

• In SmartPad notes, when text reached the right edge of the dialog box, SmartOffice was wrapping the last word in the line mid-word instead of moving the entire word to the next line. (PMG-631376)

SmartCalendar

Resolved Issues

• Users who had the calendar configured to open in a pop-up window were encountering an error when opening the calendar. This issue was resolved. (PMG-629009)

• After creating and saving a recurring calendar activity, users who later added participants to the activity were not seeing the options to apply the changes to that occurrence or all occurrences. Instead, they were seeing a blank dialog box. These options now appear. (PMG-630537)

• Several user interface issues were resolved:

- For users who have different default reminder time intervals configured for Call and Appointment activities, changing an existing activity's type from one to the other was not changing the reminder accordingly.

- In the standard activity outcome workflow, users who selected the Contact Made and Reschedule Activity options and then declined to send a letter were unable to continue with the workflow.

- When creating a task from the Quick Action Corner, users who tried to change the task to a calendar activity were not seeing fields for entering start and end times in Chrome. In addition, the Activity Type field was not changing to display the correct default calendar activity type configured in the user's preferences.

- In the comprehensive activity outcome workflow for Call and Appointment tasks, users who selected the Referral Attempt option and then tried to enter obtained referrals were unable to proceed beyond selecting the referral type.

- When adding an activity, users who added custom choices to the Subject drop-down list and then tried to enter a subject were unable to do so. In addition, the Pick Date buttons were not working.

- When prompted to send a letter for a new activity, users were still seeing the Skip letter preview option, even though the button no longer unnecessary with the recently revamped correspondence workflow.

- During activity creation, entering a number in the Minutes Spent field and saving the activity was triggering an error.

- Reassignment of activities and tasks from one user to another was not working properly in some scenarios.

- After changing an activity's status from Active to Cancelled, users who tried to reschedule the activity were unable to do so.

- In the standard activity outcome workflow, the normal default outcome options No Contact Made and Left Message were not selected by default.

- After creating tasks using the Mass Task Creation feature, users were seeing the log for the previous mass task creation operation instead of the current one.

- In Chrome, users were not hearing the activity reminder sound, even when their user preferences were configured to play the sound.

- In the Activity Detail dialog box, users who clicked inside the Contact field were seeing incomplete text in the help tip that normally appears.

 (PMG-636957)

SmartOpportunities

Resolved Issues

• Errors that user were encountering when trying to run opportunity reports were resolved. (PMG-633213)

• Buttons on the Opportunity Dashboard were overlapping, making it difficult for users to click them. This issue was resolved. (PMG-633215)

• Several user interface issues were resolved:

- When an automated letter was part of the workflow for creating an opportunity, the letter was not being sent.

- On the Opportunity Dashboard, the Options button on the Opportunity Dashboard List was overlapping the Refresh button in the Opportunity Dashboard Options section above it.

- An issue that prevented users from generating opportunity reports from the side menu was resolved.

- In the Custom Fields section of the opportunity Detail content link, the Pick Date buttons for date fields were not working in some fields and were not present in others.

 (PMG-636957)

SmartLeads

Resolved Issues

• After making changes to the lead Detail content link, users who typed CTRL + S to save their work were seeing a Windows save dialog box instead. Now this keyboard shortcut saves the record as expected. (PMG-636957)

SmartRecruiting

Resolved Issues

• Several user interface issues were resolved:

- On the candidate Interview/Actions content link, users were unable to mark an incomplete first stage as Done. In addition, there were layout issues with the stage notification dialog box.

- When creating a position in Recruiting Setup, users who tried to add an interview to a stage were finding that the Interviews section name was missing from the Interview and Action Assignment dialog box. Also, after selecting the New 'Interview' Record command, user were encountering an "insert/update failed" error. Users were also unable to close the Interview Details dialog box.

- Layout issues with the candidate Add'l Personal and Interview/Actions content links were resolved.

- When the page title on the candidate Personal content link was long, the Menu button was being pushed off the screen.

(PMG-636957)

Advisors/Agencies

Featured Enhancements

Parent and Child Presale Records

A presale record can now be designated as a "parent" record containing one or more linked "child" presale records. To designate a presale record as a parent, select the new Parent option on the presale Detail content link, and then save the record. Once saved, the parent record displays a new Related Presales content link.

and selecting New 'RelProposalTracking' Record. To unlink presale records, select Unlink Presale. As part of this enhancement, two additional changes were made:

• A Miscellaneous Information section containing five custom alphanumeric fields was added to the bottom of the presale Detail content link.

• Several new columns are now available for addition to the Presale Activity/Proposals List. These include columns for the new Miscellaneous Information fields (AlphaNum1 through AlphaNum5) and well as the following columns: Parent, Parent Id, Alt/Addl Remarks, Alternate/Additional and Batch Indicator.

(PMG-620442)

Resolved Issues

• Users who did not have Modify and Delete permissions for advisor records could not access Intra-Office E-mail while viewing those records. The feature was restored. (PMG-572937)

• When the Production Dashboard was accessed from the side menu (Reports > Production Dashboard), the default date in the Production Period section was January 1991 instead of the current month and year. (PMG-636957)

• Several user interface issues were resolved:

• Users who navigated from a non-parent presale activity to a parent presale activity using the Next command were finding that the Related Presales content link was missing from the parent presale record.

• On the presale Detail content link, changes to the Remarks section that conflicted with the insured's contact record were causing a confirmation message to appear as expected, but the changes were being saved regardless of whether the user clicked Yes or No.

• On the presale activity Detail content link of electronically downloaded presale activities, selecting a new insured and saving the record was not displaying a confirmation message when the insured's contact information did not match the information in the Remarks section. The record was being saved regardless of whether a mismatch existed.

• On the Related Presales content link of a parent presale activity, the wording of the command to add a child presale record was corrected.

(PMG-639130)

SmartPolicies

Enhancements

• Additional columns for deleted policies list: In the Deleted Records area of the system, users can now determine at a glance who deleted particular policies/pending cases and when. Two new columns, Deleted By and Deleted On, can now be added to the Deleted Policy List. (PMG-581799)

• Policy display improvements: On the policy Basic Information content link, the height of the Policy Relationship List was increased for better readability. In addition, for informal child pending cases, the height of the Policy Insured List was increased. (PMG-582019)

• Improved display of policy trustee information: In the Trustee column of the Policy List, a line break was added between each name to improve readability. (PMG-582020)

Resolved Issues

• When a blank value in the Policy - Life table was changed using the Mass Modify feature, benefit amounts were not appearing in policy lists and PDF reports. This issue was resolved. (PMG-621339)

Insurance Products and Carriers

Resolved Issues

• When searching for carriers using the Advanced hyperlink near the Search box, users who clicked the Set hyperlink and then tried to customize the layout of the set list were encountering an error. (PMG-636957)

SmartCaseManager

Enhancements

• Insurance type defaults for new presales activities and pending cases: Administrators can now set default insurance types for new presale activities, new presale requirements and new pending cases. This feature reduces the number of clicks for users who work frequently with a particular insurance type. To set the presale defaults, open Policy/Case Setup and navigate to Follow-up > Presale Activity/Proposals. Look for the new Insurance Type drop-down lists for new presale activities and new presale requirements.

To set the defaults for new pending cases, go to PCM Workflows > PCM Add Setup and note the Insurance Type drop-down lists for formal and informal cases (defaults for the Variable Product and Second Insured options can also be specified here).

(PMG-158400, PMG-576327)

• Custom fields for pending case page layouts: When customizing the page layout for pending case records, users can now add fields from custom-field tables. (PMG-540089)

• New pending case Dynamic Report: A report category called Requirements - Include Rating was added to the Pending Case family of Dynamic Reports. The new report displays a case's requirements and information about the required-of insured for each. The report includes requirements for child informal cases. (PMG-557466)

Resolved Issues

• On the Follow-up List (Insurance > Requirement Follow-Ups), users were seeing Reimbursement-type records with an Amount Due value of $0.00. These records are no longer displayed. (PMG-566848)

• When users ran the Pending Case Summary PDF report from the Pending Case List with the Include Cover Page option cleared, the report was still being generated with a cover page. This issue was resolved. (PMG-575821)

• The following merge codes were displaying no data when expanded:

-  <>

- <>

- <>

- <>

- <>

- <>

- <>

- <>

- <>>

This issue was resolved. (PMG-586539)

• The search dialog box that opens when users click the Doctor hyperlink in a pending case requirement record was missing the button for creating a doctor record. The button was restored. (PMG-628828)

• In pending cases, users could not select the payment method for cash received with the application using the keyboard. This issue was resolved. (PMG-629955)

• The system was requiring that beneficiaries exist as contacts in SmartOffice before they can be added to the Policy Relationship List of a pending case. This issue was resolved so that users can now add beneficiaries who are not in the SmartOffice database. (PMG-629956)

• When the Cash Received field on the pending case Detail content link was edited, SmartOffice was clearing that field and the Modal Premium field and inserting commas into those fields, which was causing errors. This issue was resolved. (PMG-629957)

• Several user interface issues in Policy/Case Setup were resolved:

- In the NAILBA/ACORD Codes section, the NAILBA/ACORD Code List was titled “Loading.” In addition, searching for codes using the All option in the Format drop-down list was returning only NAILBA-format codes.

- Options selected in the PCM Communication Setup section were not being retained after they were saved.

- In Policy/Case Setup, when the user clicked an option that opened a dialog box with a Menu button, clicking the Menu button opened the menu, but the menu would not close when the user clicked away from it.

(PMG-633142)

• Several user interface issues with pending cases were resolved:

- Users were encountering issues when trying to create Policy Servicing-related letter templates.

- After selecting the blank option in the File Location drop-down list on the policy Basic Information content link, users who saved the record were being signed out of SmartOffice.

- Users were unable to select a time/date for follow-ups.

- On the advisor Request/Requirement content link, adding a record to the Advisor Obtained Requirement List section was producing an error.

- Users were encountering issues when trying to view forms.

- In the Policy Add dialog box, users who selected a carrier and then tried to select a plan were seeing a list of products that did not match the selected insurance type. In addition, changing the insurance type and clicking the Plan Name hyperlink was opening the Product Search dialog box instead of displaying a list of products linked to the selected carrier. Changing the insurance type was also not clearing the Carrier field.

- When creating a life policy using the New menu, users were experiencing issues with buttons and fields related to interested parties and policy riders.

- When creating a policy record, users were encountering issues with fields and buttons when trying to specify a rider.

- The button for specifying an expiration date was not working for auto policies.

- Users were encountering layout issues with advisor request records.

- The process for creating a contract for a carrier was not working properly.

(PMG-634781)

• On the pending case Delivery content link, sorting the requirements list by status was adding extra rows to the list. This issue was resolved. (PMG-635373)

• An issue that was preventing users from selecting a risk class when creating a child informal pending case was resolved. (PMG-636397)

• Some merge codes that insert pending case requirements into correspondence were displaying "?" as the requirement status. This issue was resolved. (PMG-637345)

• On the pending case Delivery content link, the value in the Initial Cash Received field was being replaced with a comma when the user opened the modal premium window and then clicked the OK button. This issue was resolved. (PMG-637350)

• When the pending case Detail content link was printed, text from the SmartOffice side menu was being overlaid onto the printout. This issue was resolved. (PMG-637743)

• The Carbon Copy feature used in automated pending case correspondence and case status workflows was not working properly. This issue was resolved. (PMG-637797)

• An issue with modifying a contact’s age was resolved. When the system asked the user whether the conversion periods for the contact's policies should be recalculated, clicking the Yes or No button was not closing the confirmation message. (PMG-638731)

SmartCommissions

Resolved Issues

General

• When generating an advisor commission report from the advisor Commission content link, selecting the Print All option was generating a report containing all records, regardless of which filters the user had applied to the Advisor Payment List. In addition, the Date field in the report was blank. These issues were resolved. (PMG-584307)

• When the default Accumulate Prem Comp calculation setting was Base + Rider, the system was including the rider in commission calculations even when the rider's Track Comm. option was not selected. This issue was resolved. (PMG-586197)

• When a policy's premium mode was Monthly PAC and the commission rate's paid mode was As Paid with Months Advance with nine months advance, two advisor payment issues were occurring. The first commission transaction was not generating nine separate advisor payments, and the second transaction's due date was being calculated for the following month instead of nine months after the first transaction. These issues were resolved. (PMG-591717)

• When copying a commission rate record using the Copy rates by product option, users who tagged a product in the Target Product List were finding that the system was automatically adding that product to the Source Product field. This issue was resolved.  (PMG-615241)

• A mass projection issue that affected policies containing multiple advisors with split percentages was resolved. Running mass projection with the Refresh Advisor Contracts and Refresh Commission Hierarchy options selected was deleting the rider commission hierarchy of the primary advisor, which was preventing rider commissions from being calculated. (PMG-616561)

• When mass assigning advanced commission splits, users were encountering an error incorrectly stating that duplicate roles existed. This issue was resolved.  (PMG-618544)

Carrier Posting

• In Carrier Posting, after manually creating an Adjustment-type commission transaction with no policy number specified, users who opened the new transaction were finding that the advisors/agencies they had selected were not listed in the Advisor Payment List section. (PMG-617814)

SmartInvestments

Enhancements

Investment Reports

• Maturity date added to position summary report: The Position Summary w/out Loan Info PDF report was modified to include a Maturity Date column. (PMG-181858)

Resolved Issues

Investment Accounts

• A "failed to load object" error was occurring when the Account Detail content link's page layout was customized and a user tried to create an account with an existing account number. This issue was resolved. (PMG-562460)

• When an account group contained two or more investment accounts, the Group Positions content link was displaying positions only for the first account added to the group. This issue was resolved. (PMG-617134)

• An issue that occurred when users selected the Exclude from Performance option on the Account Detail content link was resolved. After seeing the confirmation message mentioning the need to rerun performance calculations, users who clicked the No button were finding that the Exclude from Performance option was still selected. Now, the option is cleared when the user clicks the No button in this scenario. (PMG-617463)

• An issue affecting investment accounts with variable annuity positions was resolved. When the account's roll-up option was Current Position Value and the account was closed, the variable annuity's Current Value field was blank instead of zero.  (PMG-617476)

• Several issues with the Update Initial Performance Date command were resolved:

- When the user tagged an investment account in the Investment Account List and then selected the command, SmartOffice was automatically untagging the account.

- Clicking the OK button after specifying the new initial performance date was not closing the update dialog box.

- Clicking any content link after running the command was producing an error.

(PMG-623985)

• The Account Performance content link was not loading completely when accessed from the contact Investment Accounts tab and the Global Investment Account List. This issue was resolved. (PMG-630039)

• On the Group Performance content link of an account group, the Performance Dates and Index List sections were not aligned properly. This issue was resolved. (PMG-630826)

Investment Positions

• On investment position lists, the Net Value column from the Investment Position table was not displaying values for positions that had those values. In addition, a "failed to load object" error was occurring when users created or accessed personal Holdings. These issues were resolved. (PMG-622104)

• In Cash and Equivalents-type position records, when users entered the maturity date using the keyboard and then saved the record, the date was not being saved. The record now saves properly. (PMG-635043)

• In Personal Property positions as well as Cash and Equivalents, Miscellaneous , Mutual Fund and Stock securities, users were finding that the Pick Date buttons on certain date fields were not working. The buttons now work properly. (PMG-636160)

Investment Reports

• An issue affecting PDF reports in the Transaction, Account Master and Dollar Weighted Returns categories was resolved. When trying to enter run-time report options, users could not specify options in the Optional Disclaimers section because the Options menu in that section was not working. This issue was resolved. (PMG-617434)

• Two issues with Performance-category PDF report options were resolved:

- In some reports, users who selected the Custom date option and then tried to enter a From date were finding that the date was not being saved.

- When the user selected the Save Settings option while running a report, the as-of date was not being saved.

(PMG-618537)

• An issue with selecting the Custom date option when running Investment-category PDF reports was resolved. After entering a date in the As of Date field, users who then switched to a predefined date option (e.g., Previous Quarter End) were finding that the As of Date field was retaining the previously entered custom date. (PMG-621211)

• For PDF reports in the Holding Statement - By Owner, Holding Statement - By Primary Contact and Group Policy categories, the following layout issues with the report options dialog box were resolved:

- The Optional Disclaimers section heading was appearing in the dialog box title.

- The Save Settings option was not properly right-aligned.

(PMG-622383)

• Date-related issues with several Performance-category PDF reports were resolved:

- The From and Through fields were not editable when the Custom date option was selected unless the user selected another date option and then reselected Custom.

- When a predefined date option (e.g., Year-to-Date) was selected, the From and Through fields were becoming blank and were not accepting dates.

(PMG-627255)

• In the following PDF reports, the Maturity Date column was not displaying maturity dates for variable annuity positions when the Variable Annuity - Summary report option was selected:

- Investment Summary with Maturity Date

- Position Summary w/out Loan Info

This issue was resolved. (PMG-627746)

• An error that occurred when users ran the Balance Sheet - Investment Format PDF report was resolved. The error was occurring when the Exclude Positions With Negative Share Balance report option was selected and the account had active and closed positions but no negative shares. (PMG-635853)

Investment Securities

• The layout of the Search Securities dialog box contained unnecessary space. This issue was resolved. (PMG-630824)

• In the dialog box for adding a price to the Price History content link of an investment security, the name of the security was not appearing. This issue was resolved. (PMG-636196)

Investment Validation

• The validation timestamp on household records was being updated when users accessed them, even when those records had not been validated. This issue was resolved. (PMG-593148)

Performance Calculations

• Users were encountering an error when running performance calculations at the contact, household and account group levels when positions with negative share balances were present. This issue was resolved. (PMG-620441)

SmartView for Clients

• Two issues involving missing confirmation messages were resolved:

- In the workflow for creating a SmartView for Clients from a contact record (using Menu > SmartView for Clients), messages that normally appear to inform users about missing or invalid data in required fields were not appearing.

- In the performance calculations workflow for contacts having no accounts or positions, the message informing the user that an account had no initial performance date was not appearing.

(PMG-617464)

• While viewing a contact that had a SmartView for Clients user account, users who selected the Manage SmartView for Clients command were encountering the following issues:

- An error page was opening.

- Users were being presented with options for both enabling and disabling the account, when only one of those options should appear based on the user account's status.

- When the option to disable the account was selected, other options that were supposed to become unavailable remained available.

(PMG-624535)

Integrations and Data Services

Enhancements

Insurance Sync

• Advisor registration enhancements: Several improvements were made to the advisor registration dialog box that users access from the Insurance Sync Advisor Console:

- The default selection in the Update Method field is now Standard.

- The default selection for the Receive Alert in SmartOffice field is Yes.

- Text describing the user's current selections in both fields was added.

(PMG-590379)

SmartIntegrator

• Dynamic Report properties exposed through SmartIntegrator: Developers can now access the Image and Image ID properties of the DynReport object through SmartIntegrator. These properties provide access to the Excel template associated with a Dynamic Report by linking to the relevant Image object. In addition, the Linktype property of the Image object is now searchable. (PMG-634703)

Resolved Issues

EbixExchange

• Users could not run VitalTerm for the inforce illustration from an issues pending case. This issue was resolved. (PMG-624135)

• An error that was occurring when users started WinFlex from SmartOffice was resolved. (PMG-625173)

Investment Data Downloads

• The Reconcile button in the Data Import Log was available even after reconciliation had been performed. This issue was resolved. (PMG-611801)

• When reconciling share balances for investment downloads, users who added columns to the Reconciliation Report List were encountering issues with the report window going off the screen. This issue was resolved. (PMG-617494)

• Two issues with the Data Import Log were resolved:

• An option to delete records in the log was inadvertently added.

• On the log entry detail page, clicking the Securities or Securities with Price hyperlink under the Created column was not displaying any information. In addition, the displayed record counts were not accurate.

 (PMG-617499)

Inforce Policy Import

• The New York Life inforce policy feed was overwriting existing phone number type information in SmartOffice contact records, changing the type to Other. In addition, the option designating a phone number as primary was being cleared. These issues were resolved. (PMG-616263)

SmartOffice Pro Known Issues

This section lists significant issues that were identified after this SmartOffice Pro release was deployed to customers. To see the most current information, click here to refresh this page.

This section is updated when issues are resolved and new issues are identified. Ebix resolves known issues by applying updates to SmartOffice servers.

Note: Updates are applied to SmartOffice Online servers on a staggered schedule and may take a few days to reach all servers. When a server receives updates, a notification appears in the Alert Center.

Last Update: May 9, 2016

• Text formatting after pasting: In Internet Explorer, when users copy formatted text from the Description field of an activity into a SmartPad note, the formatting is being lost. new 5/9/2016

• Mass correspondence: Users are encountering a "page cannot be displayed" error when running mass correspondence from a list containing more than 100 contacts. new 5/9/2016

• Investment accounts and positions: Opening or creating investment accounts and positions is producing an error. new 5/9/2016

• SmartPad memo date field: The SmartPad note Memo Date field is too small. new 5/9/2016

• Contact details in activities: While viewing the details of an activity, users who open the contact information card by pointing to the Contact field are finding that the card will not disappear. new 5/9/2016

• Saving letter templates: Letter templates are being saved in SmartOffice as letters. new 5/9/2016

• Presale image e-mails: Selecting the Send e-mail with image(s) command for a presale activity is not attaching the image to the e-mail message. new 5/9/2016

• Spelling check: Browser-based spelling check is not working in Google Chrome. new 5/9/2016

• Pending case list dialog boxes: When opening a dialog box from the Pending Case List (e.g., when clicking an advisor's name), users are finding that the dialog box does not sized properly. new 5/9/2016

• Minimizing/maximizing task list: On the Calendar Day and Calendar Week views, clicking the Maximize/Minimize Window button on the Tasks list is causing the button to disappear. new 5/9/2016

• Albridge Applink: Google Chrome users cannot open Albridge Applink from SmartOffice Pro. new 5/9/2016

• Label printing from policies: Printing labels from a list of policies is printing the same label on every page. new 5/9/2016

• Labels in mass correspondence: When running mass correspondence with labels, users are able to preview/edit only the first label. new 5/9/2016

• Saving remarks: In Google Chrome, users who enter remarks in a contact record and then click the Spouse hyperlink are prompted to save the record, but clicking Yes is not saving the remarks. new 5/9/2016

• Label printing: Label preview before printing is not working. new 5/9/2016

• Display of canceled/high-priority activities: In the contact Letter Log, information about canceled activities is not appearing, and high-priority activities are not appearing in red. new 5/9/2016

• Activity cancelation using right-click: Users cannot cancel and activity in the contact Activity Log using the right-click method. new 5/9/2016

• User name layout conflict: A user's name in the upper-right corner of SmartOffice is overlapping with the Custom Button Bar when the user's display has a horizontal resolution of 1280 pixels. new 5/9/2016

• Template sorting: Users cannot sort the correspondence Template List on the Template Name column. new 5/9/2016

• Laser App desktop: The integration with the desktop version of Laser App is not working for Google Chrome users. new 5/9/2016

• Correspondence message: Users cannot permanently dismiss the message about how to complete the correspondence workflow, which appears after correspondence options are set. new 5/9/2016

• SmartPad note date/time: When users try to modify the date of a SmartPad note, the date picker is displaying the note's time as the date. new 5/9/2016

• Opening child-office documents: Users in parent offices are encountering issues opening documents stored in child offices. new 5/9/2016

• PDF downloads in Chrome: Users are encountering an error when trying to download PDF files from SmartOffice Pro using Google Chrome. new 5/9/2016

• Business creation from contact records: When prompted to create a business record using information entered in a new contact record, users who click Yes are finding that the business record is not being created. new 5/9/2016

• Alert duration: Alert Center messages older than three days area being deleted or hidden.

• e-Orders: NAILBA e-Orders are not being sent.

• Document downloads: Users who tried to download documents from SmartOffice Pro were not being adequately informed that they also needed to be signed in to the SmartOffice plug-in in Windows. 

• List view mode in SmartPad: In the SmartPad dialog box, the List View Mode command is not working.

• Dynamic Report export: After running a Dynamic Report containing an Advanced Date run-time filter, users who try to export the list of results are encountering a "This page cannot be displayed" error.

• SmartPad dialog box: The SmartPad dialog box is not resizable.

• Contact record printing: The Print command is not working properly on the contact Detail content link.

• List columns: Users are having issues adding or adjusting columns in Dynamic Reports and lists using drag and drop.

• Dashboard reports: When a report is set up to fill an entire tab, the report height is not occupying the entire screen.

• Blank maturity dates in reports: In some investment PDF reports, the Maturity Date column is not displaying maturity dates for variable annuity positions when the Variable Annuity - Subaccounts report option is selected.

• Alert replies: Users are encountering issues when trying to reply to alerts. REsolved 5/9/2016

• Printing multiple contacts: Users cannot print multiple contact records from a list. REsolved 5/4/2016

• SmartLink for Labels: The SmartLink for Labels integration for DYMO label printers is not working with Google Chrome. REsolved 5/4/2016

• Custom sorting of lists: While customizing list layouts, users who select a custom sort with group sub-sorts and change the report layout to Summary are finding that the list displays with an expanded tree view. REsolved 5/4/2016

• Conversion period recalculation: When a contact's age is modified, the dialog box that asks whether the conversion period for the contact's policies should be recalculated is not closing when the user clicks the No button. It can be closed only by clicking the "X" in the upper-right corner. REsolved 5/4/2016

• Document updates: Users who try to update an existing document uploaded to SmartOffice are finding that a new document is being created instead. REsolved 4/26/2016

• Saving letter templates: Saving an existing letter template back to SmartOffice is corrupting the template. REsolved 4/21/2016

• Activity mass reassignment: Mass reassignment of calendar activities from one user to another is not working. REsolved 4/21/2016

• Menu commands: When users select commands from the Menu button, SmartOffice often behaves as if the user is trying to drag the command to the Custom Button Bar. REsolved 4/21/2016

• List customization button: On the pending case Delivery content link, users cannot drag the Customize List Layout button to a different position in the Policy Insured List section. REsolved 4/21/2016

• Submenus: Clicking the name of a submenu is closing the main menu instead of opening the submenu. REsolved 4/18/2016

• Pop-up calendar: Users who have the calendar configured to open in a pop-up window are encountering an error when opening the calendar. To work around this issue, go to User Preferences > Calendar Options and select the Embedded option under Calendar Display. Sign out of SmartOffice, and then sign back in. Next, copy the address in the address bar, paste it into a new browser tab or window and press Enter. Then browse to the calendar in the new tab or window. This allows you to continue browsing SmartOffice in the first tab/window while keeping the calendar open in the second tab/window. REsolved 4/18/2016

• Pending case printing: When the pending case Detail content link is printed, text from the SmartOffice side menu is being overlaid onto the printout. REsolved 4/18/2016

• Printing remarks: When users print the contact Detail content link, the contents of the Remarks field are not printing completely. REsolved 4/18/2016

• Carbon copy: The Carbon Copy feature used in automated pending case correspondence and case status workflows is not working. REsolved 4/14/2016

• Cash with application: In pending cases, users cannot select the payment method for cash received with the application using the keyboard. REsolved 4/13/2016

• Delivery requirements sorting: In pending cases, sorting the requirement list by status on the Delivery content link is adding extraneous lines to the list. REsolved 4/13/2016

• Cash received in pending cases: On the pending case Delivery content link, the value in the Initial Cash Received field is being replaced with a comma when the user opens the modal premium window and then clicks the OK button. REsolved 4/13/2016

• Requirement merge codes: Some merge codes that insert pending case requirements into correspondence are displaying "?" as the requirement status. REsolved 4/13/2016

• Advisor requirement dates: The Pick Date button is not working when a user is creating an advisor requirement. REsolved 4/12/2016

• Dynamic Report search: In advanced Dynamic Report searches, SmartOffice is sometimes disregarding the Created By Me option when displaying results. REsolved 4/12/2016

• Alert formatting: Several formatting issues with alerts have been identified, including an issue that is preventing hyperlinks from working properly. REsolved 4/12/2016

• Drop-down lists:  Drop-down lists are not opening automatically when focus is placed on the those fields, and typing a letter is not automatically selecting the first choice that begins with that letter. REsolved 4/11/2016

• SSNs and PaperClip: When PaperClip is opened from SmartOffice, the contact's Social Security number is not being populated. REsolved 4/11/2016

• SSN display: The first five digits of Social Security numbers are not visible. REsolved 4/11/2016

• SSN merge codes: When inserted into correspondence through merge codes, Social Security numbers are displaying only the last four digits. REsolved 4/11/2016

• KYC custom fields: On the KYC content link of a contact, custom drop-down lists contain no choices, even when choices have been added in the template. REsolved 4/11/2016

• Large contact sets: Users cannot add more than 600 contacts at once to a set. REsolved 4/7/2016

• Column grouping: While configuring the column layout of a list or Dynamic Report, users who choose a custom sort cannot group by a specific column. REsolved 4/6/2016

• Overlapping text in printed Dynamic reports: When Dynamic Reports are printed, text in some columns is not wrapping, which is causing text in adjacent columns to overlap. REsolved 4/6/2016

• Chrome display: Google Chrome users are not seeing the side menu and top bar after signing in. REsolved 4/1/2016

• Analytic (Excel) reports: Issues are preventing analytic (Excel) reports from working properly. REsolved 4/1/2016

• Alert deletion: Users are unable to delete alerts in the Alert Center. REsolved 4/1/2016

• Calculated columns: Calculated columns are not working correctly in Dynamic Reports and some lists. REsolved 3/31/2016

• Chrome sign-in: Google Chrome users who visit the SmartOffice sign-in page are being automatically redirected to the SmartOffice Anywhere sign-in page instead of the page that lets them choose between SmartOffice Pro and SmartOffice Anywhere. REsolved 3/31/2016

• Merge codes: When the UserInput merge code is present in a letter template, policy and pending case correspondence based on that template is not being generated. REsolved 3/31/2016

• Opportunity Dashboard: Buttons on the Opportunity Dashboard are overlapping, making it difficult for users to click them. REsolved 3/31/2016

• SSN deletion: Users are unable to delete Social Security number information from newly created contacts. REsolved 3/31/2016

• SmartPad line wrapping: In SmartPad notes, when text reaches the right edge of the dialog box, SmartOffice is wrapping the line mid-word instead of moving the entire word to the next line. REsolved 3/30/2016

• Opportunity reports: Running opportunity Dynamic Reports is producing errors. REsolved 3/30/2016

• Goal charts: Users are unable to display goal charts in Dynamic Reports. REsolved 3/30/2016

• Document downloads: Users are unable to download documents uploaded to SmartOffice records. REsolved 3/30/2016

• Household correspondence: When the One Letter per Household option is selected in the Correspondence Wizard, SmartOffice is still generating separate letters for each household member. REsolved 3/30/2016

• Set correspondence: When a user sends correspondence to all contacts in a set, some contacts are being left out. REsolved 3/30/2016

• System letter templates: Users are encountering issues when trying to send correspondence using system letter templates. REsolved 3/24/2016

SmartOffice Anywhere Changes

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

Enhancements

• Policy date in the policy list: The Policy List view now contains a Policy Date column that displays the inforce date for each policy (or the pending case creation date if the policy is not yet inforce). (PMG-576229)

• Ability to add related contacts to policy records: In policy records, the Contacts section now contains a New button that lets users add policy contacts such as the owner, beneficiary, insured, primary contact and payor. (PMG-592520)

• Notes and activities in policies: In policy records, users can now view SmartPad entries and calendar activities linked to the policy. (PMG-593672)

• Calendar preferences that reflect SmartOffice Pro selections: To provide a more consistent experience for users who switch between SmartOffice Anywhere and SmartOffice Pro, SmartOffice Anywhere now reflects the selections made for the following user preference defaults (under Activity Options) in SmartOffice Pro:

- Start Time for New Appointments

- Calendar Activity - Type

- Task - Type

(PMG-597782)

• Ability to link businesses to contacts: The Company field was added to contact records, allowing SmartOffice Anywhere users to link a business record to a contact. (PMG-611154)

Resolved Issues

• When users clicked the Read more link on an alert to read it, SmartOffice was not marking the message as read. This issue was resolved. (PMG-586712)

• An issue with the Fact Finder Completed/Updated option in the activity outcome workflow was resolved. For activities linked to a business, the Established On date field was not being automatically filled in, even when the business had a valid Established On date.  (PMG-598359)

• The screen for creating an advisor record was missing the Agency field. The field was restored. (PMG-587465)

• On the screen where users enter the details of a new policy, the available selections in the Carrier and Plan fields were not sorted alphabetically. This issue was resolved. (PMG-593668)

• On the activity detail screen, the Type and Sub-Type drop-down lists were displaying duplicate entries for custom choices. This issue was resolved. (PMG-619111)

• An issue that occurred when a user tried to create policies from the contact and advisor detail screens was resolved. A "policy types not selected" warning was appearing even when the user's User Preferences - Policies/Investments content link in SmartOffice Pro had the correct policy types selected. (PMG-627111)

• When a contact was created in SmartOffice Anywhere as a referral, the new record was not appearing in Dynamic Reports run from SmartOffice Pro that were set up to display referred contacts. This issue was resolved. (PMG-635042)

• An issue with contacts not loading properly in the Recent Contacts list and the Contact List screen was resolved. (PMG-635335)

• An issue that prevented users from collapsing the SmartOffice Anywhere side menu was resolved. (PMG-635406)

• In the Security section of Settings, changes made to the View Other Users' Calendar Activities and Tasks option were not being saved. This issue was resolved. (PMG-636197)

• An issue that enabled users to view opportunities that they did not have ownership of was resolved. (PMG-638969)

• When accessing integration menus, users were seeing generic icons instead of integration-specific icons. This issue was resolved. (PMG-639111)