The following changes were made in the SmartVault Portal:
The Client Dashboard now includes tiled filters that not only display the invitation status of your currently selected group of clients, but also allow you to further filter which subset of clients are shown by simply clicking on a tile.
The "Funnel" or Filter Icon has been removed as its functionality has been replaced by the tiled filters.
Clients can be filtered by Client Type (Individual, Partnership, SCorp, etc.) by clicking on the Client Type drop-down menu in the top right corner of the Client Dashboard. (See:Client Dashboard: New Tile Filters & Settings for more information).
Clients can be filtered by Invitation Status (Not Yet Invited, Invited with Pending Activation, etc.) by clicking on the large colored tiles at the top of the Client Dashboard. (See:Client Dashboard: New Tile Filters & Settings for more information).