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SmartVault Release Notes for August 2016

August 2016 SmartVault Service Updates

Release Date: August 25th, 2016

 

The following changes were made in the SmartVault Portal:

  • The Client Dashboard has been updated so that clients can be viewed in List View or the existing V-Card View.  (See: Client Dashboard: New Tile Filters & Settings for more information).

    • The Client List View allows you to export your client contact information in .csv format

    • You can select which columns of client information will be displayed in List View.

    • Only the contact information for the primary contact on the account is displayed in List View.

    • List View will be the default client view for all new SmartVault accounts created after the August release.

 

  • The Page Size setting within the View Preferences page within the Portal will now save correctly and will allow you to view a maximum of 10, 20, 30, 50, or 100 items per page within the Portal and Dashboard.  (See: Change your Default Page Size in the SmartVault Portal for more information).

 

  • The language within the default Email Templates has been updated and the emails include a link to a short training video for end clients on how to use the Client Portal when appropriate.  (See: Client Portal Guide & Orientation Video for more information).

    • The Default Email Templates that were updated are: User Activation, Send Link, Client Organizer, Client Organizer Reminder, Tax Return, Tax Return Reminder, Financial Statement, Financial Statement Reminder.

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Last modified
16:25, 1 Dec 2016

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