Skip to main content

Last updated: 2025-12-03


Release Notes - SmartOffice 2024 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.


July 23, 2024


  • Initial publication

Release Overview


SmartOffice 2024 Release 2 contains branding changes related to Zinnia's acquisition of SmartOffice and some minor enhancements. In addition, this release resolves a number of issues identified in SmartOffice 2024 Release 1 and earlier releases.


System Requirements


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


Note Regarding Text Changes in SmartOffice


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


SmartOffice Pro Changes


Core System


Enhancements


Contact Management

  • Referral column name change: On contact lists, one of the Referred By columns in the Referred By table was renamed Referrer Referred By. This change better reflects the fact that this column displays the name of the contact two levels up in the referral chain, i.e., the contact who referred the referrer of a contact. (PMG-937144)
  • Additional custom fields: Most record types in SmartOffice now support an additional 21 custom alphanumeric fields, expanding users' ability to track data that SmartOffice does not track out of the box. The additional fields are accessible on the Custom content link of contacts, households, advisors, policies, pending cases, and other record types. (PMG-940194)
  • New licensing tier: A new Lite licensing tier for user accounts allows users to access SmartOffice Anywhere but not SmartOffice Pro. This tier provides the core features and simpler user experience of SmartOffice Anywhere for users who do not need Pro’s comprehensive feature set. (PMG-941288)
  • Ability to hide Custom content links: Enterprise customers can now hide Custom content links across the system from non-admin users who do not have the Custom Field & Record Tag Customization user right. To make this change, enterprise administrators can edit the SmartOffice server config.xml file to change the value of the tag to true. (PMG-941469)

Correspondence

  • New annuity merge codes: Three new merge codes allow users to display additional data from annuity policies in form letter correspondence:

- «F\_ANNUITY\_GUARANTEEDRATE»


- «F\_ANNUITY\_YEARSRATEGUARANTEED»


- «F\_ANNUITY\_INCOMESTARTDATE»



(PMG-939580)



Resolved Issues


General

  • Logos, text and other elements of the user interface were updated to reflect Zinnia branding as part of Zinnia's acquisition of SmartOffice. (PMG-940273, PMG-940897)
  • The two Custom Fields portlets on the user account Detail content link were merged into a single portlet. (PMG-940524)

Contact Management

  • When the page layout of the business Detail content link was customized to add or remove fields from the Business Information portlet, the choices in the Sub-Type drop-down list were being replaced by contact sub-type choices. This issue was resolved. (PMG-939004)
  • A "failed to load object" error that users were encountering when they applied custom page layouts was resolved. The error was occurring when the contact Letter Log and Document List were combined and the Date Disclosure was Provided column was added to the list. (PMG-940715)
  • An issue with some contact Personal content link page layouts was resolved. When the browser window size or screen resolution changed, the first column's width was shrinking while the other columns' widths remained the same. This issue was resolved so that columns now resize more consistently. (PMG-940814)

Data Import/Export

  • Users who tried to import data using a System-office import setup were encountering an error stating, "The requested record or page cannot be displayed before Mapping screen." This issue was resolved. (PMG-940892)

Dynamic Reports

  • An issue with the Search Report dialog box was resolved. When the user selected a report family and category and then selected a different report family, the previously selected category was still appearing in the Report Category drop-down list. (PMG-938080)
  • Dynamic Reports that use the Summary layout were not displaying all expected results in some instances. This issue was resolved. (PMG-940160)
  • An issue was occurring when a user belonging to multiple user groups created Dynamic Reports containing custom columns. Changing the user's default user group was improperly changing the custom column headings in existing reports to match the column headings linked to the user's current group. This issue was resolved. (PMG-940353)

Home Page

  • When a user opened an activity record from a home page tab, the Activity Detail dialog box was oversized and contained excessive empty space. This issue was resolved. (PMG-940975)
  • When Dynamic Report results spanning multiple pages were displayed in home page tabs, the View More link was not appearing at the bottom of the first page as expected. This issue was resolved.  (PMG-941035)

PDF Reports

  • When the Holding Statement - By Primary Contact and Holding Statement - By Owner PDF reports were run, the order in which beneficiaries were listed in the Owner/Beneficiary column was different from the order shown in the SmartOffice policy record. This issue was resolved. (PMG-933700)

SmartCalendar


Resolved Issues


  • An issue with entering data in the Activity Details dialog box for a new activity was resolved. Entering a character in the Contact Field and then clicking inside that field was opening two identical Contact & Business List dialog boxes. (PMG-922382)
  • A "failed to load object" error that some users were encountering when trying to create activities was resolved. (PMG-940332)

SmartLeads


Resolved Issues


  • Users who added data to the Custom content link of a lead and then tried to forward the lead were encountering a "failed to load object" error. This issue was resolved. (PMG-939764)
  • After being assigned to advisors, forwarded leads were retaining their Forwarded status instead of updating to the Assigned status. This issue was resolved. (PMG-940355)

SmartOpportunities


Resolved Issues


  • On the opportunity Detail content link, an issue was occurring when the page layout was customized to place the Opportunity Notes portlet above the Stage Actions for Current/Previous portlet. Users were unable to sort and group the contents of the latter portlet by the Completed column. This issue was resolved. (PMG-940516)

SmartEvents


Resolved Issues


  • When a user selected the name of the event venue on the event Detail content link, the dialog box that opened was missing the heading for the Venue Contacts section. This issue was resolved. (PMG-938680)

SmartRecruiting


Resolved Issues


  • In some instances, the system was changing the position selected for a new candidate record to the default position. This issue was resolved. (PMG-939972)

Advisors/Agencies


Resolved Issues


General

  • When one advisor record was merged into another, the advisor's Carbon Copy List was not transferring to the merged record. This issue was resolved. (PMG-939569)
  • For users with the Production Dashboard license, the page layout of the advisor Personal content link was misaligned when accessed from the Policy Advisor List of a pending case. This issue was resolved. (PMG-941380)

Insurance Products and Carriers


Resolved Issues


  • Two issues on the product Underwriting Guidelines and Notes content link were resolved:

- When the Description column was present in the Product Underwriting Notes section, users who selected the hyperlink in that column to view the requirement detail were encountering an "Invalid Officeid, Request rejected" error.


- When users selected multiple records in the Office/Agency Requirements section and then selected Options > Copy Guideline to Another, nothing  was happening.



(PMG-939320)


  • On the carrier Misc Information content link, users who tried to add a record to the Carrier Service Provider List were encountering an error when they selected the Service Provider hyperlink. This issue was resolved. (PMG-939911)

SmartPolicies


Resolved Issues


  • An issue with adding an inactive advisor while creating a policy or group policy was resolved. When SmartOffice asked for confirmation that the user wanted to add an inactive advisor, selecting No was not removing the advisor. (PMG-939638)

SmartCaseManager


Resolved Issues


  • Clearing the Visible to Advisors option for POS and other requirements was making these records invisible to regular SmartOffice users as well as SmartView for Advisors users. This issue was resolved so that regular users can still view these records. (PMG-938870)
  • An issue with creating an informal pending case linked to a variable product was resolved. Users who navigated to the Subaccounts content link of the new record and tried to add a subaccount were unable to navigate away from the content link. (PMG-940188)
  • In presale activities that have been converted to pending cases, selecting Menu > Link Opportunity from the presale Pending Case content link was producing a "failed to load object" error. This issue was resolved. (PMG-940272)
  • On a list of informal pending cases, nothing was happening when users selected multiple cases and then selected Menu > Show Requirements. This issue was resolved. (PMG-940399)
  • Two issues were occurring when a user with the SmartCase Viewer license selected the Menu > New (Comprehensive) 'Carrier' Record command on the Carrier List:

- Entering the carrier's name and selecting the Carrier-Specific Classes or Add SmartPad Entry button was closing the New (Comprehensive) - Insurance Carrier dialog box and creating the carrier record.


- The Business Address section of the New (Comprehensive) - Insurance Carrier dialog box was not aligned properly.



These issue were resolved. (PMG-940480)


  • Users were unable to create pending cases using the Add New button when the Dynamic Report List was displayed. This issue was resolved. (PMG-940782)
  • In the Medical Requirement Details section of pending case requirements, a dialog box layout issue was preventing users from entering new doctor information. This issue was resolved. (PMG-940853)

SmartBenefits


Resolved Issues


  • Copying a group product was not copying linked office/agency requirements to the new product record. This issue was resolved. (PMG-940662)

SmartCommissions


Resolved Issues


General

  • For SmartCommissions for Advisors users, the Menu > Commission Calculator command on the Policy List was not working. This issue was resolved. (PMG-938287)
  • From the commission rate Detail content link, an issue was occurring when a user selected Menu > Related Policies to open the Linked Policy List. When the user printed the list using the Print All option, the printout contained random policy records instead of the policies displayed in the list. This issue was resolved. (PMG-941375)

Batch Processing

  • Duplicate entries were appearing in the Advisor Commission Check List when certain commission batches were processed. This issue was resolved. (PMG-941953)

Speed Receipts

  • In some instances, the system was not updating the status of commission records when transactions were reset in speed receipt records. This issue was resolved. (PMG-939479)

Integrations and Data Services


Enhancements


Pending Case Downloads

  • Option to set target amount to zero: Under Setup > Policy/Case Setup > DataXchange Setup > DDR Setup, a new Do not process target amount for term life cases option is now available. When this option is selected, the system treats the target amount for life pending cases as 0 when updating those cases using Direct Download and Replace. (PMG-940442)
  • Job list update for deleted HO cases: When an HO pending case is deleted, the system now updates the HO Case Job List as follows:

- The Status column shows a status of HO Case Deleted.


- The Status Date column shows the date on which the case was deleted.



(PMG-941297)



SmartOffice Anywhere Changes


Enhancements


  • Easier Insurance Sync download setup: The First-Time Setup wizard was enhanced to make it easier for advisors to receive automatic pending case updates from agencies that use Insurance Sync. On the Policy and Investment Downloads step in the wizard, the list of available agency names is more user-friendly and easier to understand. (PMG-939723)
  • Lite tier navigation change: Users with the new Lite tier license will not see the SmartOffice Pro option in the profile menu. (PMG-940564)

Resolved Issues


  • Access to integrations for SmartView for Advisors users in SmartOffice Anywhere was changed as follows to restore consistency with SmartOffice Pro:

- An integrations button was added to the advisor detail screen.


- The button for accessing integrations was removed from the investment positions list.



(PMG-940299)


  • Elements of the user interface were updated to reflect Zinnia branding. (PMG-940971)
  • An issue that was preventing users from saving mobile phone numbers in contact and advisor records was resolved. (PMG-941329)