3/17/2019: PensionPro version 22.214.171.124
This article contains a brief description of the tweaks and fixes in version 126.96.36.199
Tweaks and Fixes:
Management Dashboard: Resolved an issue in the Management Dashboard where an employee’s Open Projects would time out before loading. The Open Projects assigned to the employee will now populate successfully.
Merge Documents: Resolved an issue where Total Recurring Revenue and Total Non-Recurring Revenue SalesPitch Proposal fields were missing from Merge Documents. Users can now add these merge fields successfully.
Projects: Resolved an issue with extension projects where the extension value did not match the template. The extension value will now be marked as true for extension projects.
Preferences: Resolved an issue where users were not able to refresh the data in the Web Steps preference tab. Web Steps preferences will now refresh successfully.
Secure File Exchange: Resolved an issue where files were inaccessible in Secure File Exchange and PlanSponsorLink. Files in Secure File Exchange and PlanSponsorLink now appear and can be accessed successfully.
Preferences: Resolved an issue where users were able to add a fee schedule template with the same name as an existing template. Users will now receive an error message when adding a fee schedule template if a template already exists with the same name.
Firms/Locations: Resolved an issue where a location could be added with the same name as an existing location. Users will now receive an error message stating that the entered location name already exists.
Interactions: Resolved an issue where a time stamp of 12:00 AM was added to interactions that were entered manually. The Interaction Date will now display without the time stamp.
To-Do: Resolved an issue where To-Dos would still be displayed on the employee’s To-Do grid after being reassigned. Also resolved an issue where To-Dos could be assigned to an empty field. Reassigned To-Dos will now be removed from the employee’s To-Do grid upon reassignment. The To-Dos assigned to field will now populate successfully.
Clients: Resolved an issue where the green plus icon was greyed out when attempting to add a Client address. Users can now successfully add Client addresses.
Merge Documents: Resolved an issue where adding date formats (\@ MM/dd/yyyy) to Sponsor Signed Date and Admin Signed Date Merge Fields would cause the created merge document to appear blank. The merge document will now be created successfully when adding date formats to the Sponsor Signed Date and Admin signed Date Merge Fields.
Merge Documents: Resolved an issue where the value for any Plan Cycle Financial information that was entered as $0.00 was shown as blank in the Merge Document. The Financial information with a value of $0.00 will now display as 0 in the merge document.
Blast Email: Resolved an issue where users would receive a time out error when project merge fields were added to the subject line and body, and the corresponding filters were added to the recipients tab. Users can now add project merge fields in the subject line and body along with the corresponding filters on the recipients tab successfully.
Blast Email: Resolved an issue where users were receiving the error “The request has timed out because it was too large. Please add additional filters.” The recipients will now populate successfully after multiple filters and project fields are added.
Login: Resolved an issue where inactive contacts were able to request a new password on PlanSponsorLink. Inactive contacts will now receive an error message when attempting to rest their password.
Data Collection: Resolved an issue where employees’ full social security numbers were being displayed in the database. Now the first 5 digits of the employees’ social security numbers will be masked for security purposes.
Fetch: Resolved an issue where Fetch was not sorting by the Note Category – DisplayName. Note Category has been added as a list value and users will now be able to filter by Note Category successfully.
Fetch: Resolved an issue where users would receive an error message when project field filters were added. Users can now add project field filters without error.
API: Resolved an issue where users were able to add a duplicate Employee Locations. Users will now receive an error message when attempting to add an Employee Location that already exists.