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PensionPro Release Notes Beta 1.28.4.12

2/21/2018: PensionPro version 1.28.4.12

This article contains a brief description of the enhancements, tweaks, and fixes in version 1.28. 

New Features and Enhancements 

PensionPro: 

  • Secure File Exchange: This new feature allows users to upload multiple files to multiple contacts. It also allows user to set Expiration Dates, Notifications, and Reminder Frequencies. Users can now create customized Emails, Notifications, and Reminders. 
  • Event Management: This new feature available for our Business tier allows clients to track the events that drive the deadlines for Plans. Here users can create, monitor and control a standard set of events that are tied to Projects Tasks in PensionPro.  
  • Business Intelligence: New Business Intelligence tools have been added as part of the Event Management Release.  Two new dashboards will display the details of a selected event or s summary of all events that have been launched. 
  • Tasks Power Tool Update: The Field Update Power Tool for Tasks has been updated to include the ability to tag Tasks in launched projects.  This will allow a user to include Tasks in the Events Management feature. 

Tweaks and Fixes 

PensionPro: 

  • Plan Cycle List Report: Resolved an issue where the letter "C" was added to the Plan ID and the Comments column was not showing on the report. 
  • Plan Census Data Export: Added all of the collection fields to the Plan Census Data export. 
  • Projects: Resolved an issue where the Updated On Date was not updating when making changes to Task or Task Items. 
  • Secure File Exchange: Resolved an issue where secure file exchange reminders were still sent on files that were deleted. 
  • Buttons: Added text to the File folder button and the green up arrow on Task items. 
  • Projects: Resolved an issue where if a large amount of text was entered on a Task item, the text would not show when the task was completed. 
  • Trust ID Number: Resolved an issue where the Trust ID number was storing as text and not a number. Also added the dash in the number. 
  • To-Dos: Resolved an issue where not all projects were displayed when linking a project to a To-Do. 
  • Secure File Exchange: Resolved an issue where, in certain time zones, the [Date Sent] and [Date Expires] were showing incorrect dates. 
  • Projects: Resolved an issue where if you left the Notes slider and returned information would be lost. 
  • Distributions: Resolved an issue where Distribution projects could be launched without Tasks. 
  • Interactions: Resolved an issue where Interactions were not sorting correctly on date. 
  • Time: Resolved an issue where lengthy time code descriptions text were displayed incorrectly. 
  • SalesPitch Conversion Tool: Resolved an issue where duplicate companies were being created. 
  • Reports: The Plans report now allows the user to choose a list of Columns to Display which encompasses all plan fields. The Plans All Fields report was removed from the reports menu. 
  • Reports: Resolved an issue that caused an error when running report trying to use saved filters. 
  • Project: Resolved an issue where projects were unable to be deleted. 
  • Express Data Import: Resolved an issue where the import was not linking the Client ID or the Investment Advisor to the plan. 
  • Data Collection Field: Resolved an issue where the Hours Worked Equivalency Rate was being displayed as a currency field. 
  • Event Management: Resolved an issue where exporting the Tasks Completed Events Drilldown caused the browser to spin. 
  • Secure File Exchange: Resolved an issue where Archived items for All were not showing received files. 
  • To-dos: Resolved an issue where selecting All in To-Dos was not being retained in Team tier. 
  • Employer Data Record: Resolves an issue where information did not populate the grid. 
  • Search: Resolved an issue where the Include Inactive checkbox on Contacts did not stay checked. 
  • Document Specifications: Resolved an issue where the system was allowing two document specifications with the same date. 
  • Project Templates: Resolved an issue where not having the View Events Security right did not allow the user to see an Event in a project template. 
  • Services Provided Power Tool: Resolved an issue where related fields were showing the time and date. 
  • Time: Resolved an issue where time entry was saving tomorrow's date depending on time zone. 
  • Plan Cycles: Resolved an issue where there was an issue creating Short Plan Years in Plan Cycles.  
  • Interactions: Resolved an issue where the plan name was missing on the interaction slider. 
  • Influencers Dashboard: Resolved an issue where the number of plans was incorrect. 
  • Document Specifications: Resolved an issue where "Double Click to Open" was showing in error. 
  • Document Specification Template: Resolved an issue where the default status type won't save if edited. 
  • Express Data Import: Resolved an issue where the Client ID was not being created. 
  • Interactions: Resolved an issue where Interactions could not be deleted on certain tiers. 
  • Project Templates: Resolved an issue where Data Types could not be edited in PensionPro. 
  • Add Project Power Tool: Resolved an issue where the power tool could allow two annual administration projects with web collection to be launched for the same time period. 
  • Document Specification Preferences: Resolved an issue where when editing the Document Template Type Template Name, the name did not save. 
  • Specifications in Plan Details: Resolved an issue where when the user hovered over the specifications a message would appear.  
  • Event Management: Resolved an issue where configuring an event was tied to the SalesPitch Conversion tool security right. 
  • Power Tools: Resolved an issue where Task Completed On was pre-checked. 

PlanSponsorLink: 

  • Data Collection: Resolved an issue where duplicate social security numbers errors were occurring when manually updating employees in the Employees step of the Data Collection. 
  • Data Collection Report: Resolved an issue where clients could not access some Data Collection Reports. 
  • Data Collection: Created a warning indicating that an employee census import file need to be saved in an Excel 97-2003 format.  
  • Data Collection: Resolved an issue where duplicate social security numbers were allowed when manually adding an employee in the Employees step of the Data Collection. 
  • Data Collection Field: Resolved an issue where the Notes Data Collection Field was not displaying on the Field Description List. 
  • Data Collection Report: Resolved an issue where in some cases Contacts could not download and print the Data Collection Report. 
  • Census Import: Updated the instructions on the Census Import spreadsheet. 
  • Data Collection Field: Resolved an issue where the Hours Worked Equivalency Rate was being displayed as a currency field. 
  • Data Collection Report: Resolved an issue where the Data Collection Report was printing in portrait. 
  • Documents: Resolved an issue with Microsoft Edge and Uploading Documents on Approval Step of Data Collection 

Fetch: 

  • Data Collection Fields: Added and updated all the Data Collections Fields. 
  • Error Message “Unable to find QueryNodeId: 1169595”: Resolved an issue where Fetch was displaying the above error message. 
  • Payroll Frequency Field: Resolved an issue where the payroll frequency field was not pulling a value. 

API: 

  • Plan Documents: Resolved an issue that returned an error: (401) Unathorized when loading plan documents and specifications.  
  • Time Entries: Added the ability to filter on Task.TaskName and expand Tasks to filter Time Slips by Task Name. 
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