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PensionPro Release Notes Beta 1.31.1.65

4/18/2019: PensionPro version 1.31.1.65

This article contains a brief description of the tweaks and fixes in version 1.31.1.65 

 

Enhancements

 

Fetch Web: The Fetch querying tool can now be accessed from the web for Business Tier users. As we transition PensionPro to be fully browser-based, Fetch on the Web has also been made available for users on the feature complete Premium tier.

  • All your existing queries will be waiting for you in the new web version and much of the interface and layout will be familiar. We focused our efforts on ease of use and simplifying some of the more complicated elements of building queries.
  • Users can access Fetch Web directly from PensionPro by clicking Power Tools > Fetch. Users will be automatically logged into Fetch when accessing directly from PensionPro.
  • Fetch Web is completely browser-based and can be accessed on nearly any device using a modern browser. The desktop version of Fetch will still be available, so don't worry if you want to use both. The desktop version of Fetch will be supported until June 30th, 2019.
  • A Library Queries section has been added giving users access to preformatted queries they may find helpful, especially when learning to create queries.
  • Users can Duplicate Queries.
  • Below are a list of Node name changes and additions that were made to more closely align node names with PensionPro field names.

 

Tweaks and Fixes:

 

PensionPro: 

Email Notification Preferences: Resolved an issue where the To-Do Email Notification Preference drop-down was unable to be accessed. Users can now access the To-Do Notification Preference successfully.

Projects: Resolved an issue where users were receiving an error when attempting to launch Extension Projects. Users can now launch Extension Projects successfully.

Power Tools: Resolved an issue where the Project/Task Assignments Power Tool was not loading, and users were unable to reassign Tasks and Project Managers. Users can now Reassign Tasks and Project Managers through the Project/Task Assignments Power Tool successfully. 

SalesPitch: 

SalesPitch: Resolved an issue where users were receiving an error when attempting to edit Proposal Information. Users can now edit and save Proposal Information successfully.

 

Fetch:

Fetch: Node Names in Fetch have been renamed to more closely match field names in PensionPro. Node Names are listed below in alphabetical order:

  • Locations
    • Clients
    • Client Category --> Category
        • Client ID
    • Client Name --> Company
    • Client Status --> Status
    • Creation Date --> Created On
    • URL --> Website URL
    • Client Address
    • Type --> Address Type
      • Address
      • Zip --> Zip Code
        • Employer Data
        • NAIC Code --> NAIC Business Code
        • Family Members --> Added Node
        • Name --> Added Node
        • Relationship --> Added Node
        • Related To --> Added Node
            • Other Companies
            • Has Employees --> Added Node
            • Legal Name --> Company Name
            • Other Plan Type --> Qualified Plan Sponsored
            • Phone Number --> Number
            • Zip Code --> Zip
              • Other Company Owners
              • Owner Name --> Name
              • Ownership % --> Percentage
        • Principals
        • Ownership % --> Ownership Percentage
        • Principal Name --> Name
        • Title --> Added Node
    • Employer Data (Most Recent Only) – Match changes above for Employer Data
    • Notes
    • Note Text --> Note
      • Plans
      • ActuarialFirmName --> Actuarial Firm
      • Creation Date --> Created On
      • Daily Platform Shown --> Daily Platform (The names are different for the tab and the checkbox too)
      • Date Added --> Added On
      • DeactivatedOn --> Deactivated for All Activity
      • Defined Benefits Shown --> Defined Benefit
      • Health and Welfare Shown --> Health and Welfare
      • IRS Plan ID --> IRS Plan Number
      • Multiple Employer Plan --> MEP Master
      • PayrollFrequency --> Payroll Frequency
      • Plan Audited --> Audited
      • Plan Category --> Category
      • Plan Status --> Status
      • Plan Type --> Type
      • Services Effective --> Services Effective On
      • Services Terminated --> Terminated On
      • Web Access Enabled --> PSL Enabled
      • Admin Forms --> Administrative Forms
      • Archived Date --> Archived
      • Comment --> Description
      • Created Date --> Created On
      • Show On Web --> Show on PSL
      • Employee Plan Roles
        • Employee
          • Employee Information
          • IsAdminTaskPerformer --> Admin Task Performer
          • Employee ID --> Added Node
          • CreatedOn --> Created On
          • IsPartTime --> Part Time
          • PayrollId --> Payroll ID
          • ShowOnPSL --> Show On PSL
          • Interactions
          • Interaction Type --> Type
              • Participants
              • Role --> Participant Role
          • Link Type --> Node needs to be added
          • Link Name --> Node needs to be added
          • Investment Providers
          • Archived --> Node needs to be added
          • ContractAccount --> Contract/Account Number
          • ContractStartDate --> Contract/Start Date
          • Created On --> Added Node
          • DistributionProcessor --> Distribution Processor
      • Legal Plan Docs --> Legal Plan Files
      • Archived Date --> Archived
      • Comment --> Description
      • Created Date --> Created On
      • Show On Web --> Show on PSL
      • MEP Plan Name --> Multiple Employer Plan
      • MEPName --> MEP Plan Name
        • Notes
        • Note Text --> Note
        • Plan Contact-Link --> Plan Contact Roles
        • Show on PSL Help --> Show on PSL Help Screen
        • Show on Web -->Show on PSL
        • Projects
        • Date Added --> Created On
        • Due Date --> External Deadline
        • extension --> Extension
        • isExtendable --> Is Extendable
        • Priority --> Project Priority
        • Project Period Start --> Period Start
        • Project Period End --> Period End
        • Requires Web --> Require Web
        • Start Date --> Project Start
            • Distributions
            • AmountRequested --> Amount Requested
            • CombinationNetAmount --> Combination Net Amount
            • CombinationPercentage --> Combination Percentage
            • ContributionAmount --> Contribution Amount
            • ContributionDate --> Contribution Date
            • DistributionFeeReceived --> Distribution Fee Received
            • DistributionTypeId --> Distribution Type
            • InvestmentProviderId --> Investment Provider
            • IsCasualityHardship --> Hardship Casuality
            • IsEvictionHardship --> Hardship Eviction
            • IsFuneralHardship --> Hardship Funeral
            • IsMedicalHardship --> Hardship Medical
            • IsNewLoan --> Is New Loan
            • IsPurchaseHardship --> Hardship Purchase
            • IsRequestForATotalDistribution --> Total Distribution
            • IsResidential --> Is Residential
            • IsTuitionHarship --> Hardship Tuition
            • KeyEmployeeTypeID --> Key Employee Type
            • LastLoanPayment --> Last Loan Payment
            • NetAmount --> Net Amount
            • NextPayDate --> Next Pay Date
            • OutstandingLoanExists --> Outstanding Loan Exists
            • PaymentFrequencyId --> Payment Frequency
            • PreviouslyTaxedInsurancePremiums --> Insurance Premiums Previously Taxed
            • ReasonID --> Reason
            • Responsibility1099Id --> 1099 Responsibility
            • StatusId --> Status
            • TaxAmountWithheld --> Tax Amount Withheld
            • TaxPercentage --> Tax Percentage
            • Total Distribution Field is missing
            • TotalRothContributions --> Total Roth Contributions
            • VoluntaryAfterTaxContribution --> Voluntary Post Tax Contribution
            • YearFirstRothContribution --> First Year Roth Contribution
            • YearToPay --> Years To Pay
                • Distribution Participants
                • AccountNumberLast4 --> Account Number
                • RoutingNumberLast4 --> Routing Number
                • MobileCarrierId --> Mobile Carrier
                • NotificationPreferenceId --> Notification Preference
            • Distribution1099s --> 1099
            • CapitalGain --> Capital Gain
            • DistributionCodeId1 -->Distribution Code 1
            • DistributionCodeId2 -->Distribution Code 2
            • EmployeeContributionOrInsuranceClaims --> Employee/Roth Contributions Or Insurance Premiums
            • EmployeeTotalContribution --> Total Employee Contributions
            • FederalIncomeTaxWithheld --> Federal Income Tax Withheld
            • FirstYearOfDesignatedRothContributions --> First Year Of Designated Roth Contributions
            • GrossDistributionAmount --> Gross Distribution Amount
            • IRRAllocableAmount --> Amount Allocable To IRR Within 5 Years
            • IsIraSepSimple --> IRA/SEP/Simple
            • IsTaxableAmountDetermined --> Taxable Amount Not Determined
            • IsTotalDistribution --> Total Distribution
            • LocalDistributionAmount1 --> Local Distribution Amount 1
            • LocalDistributionAmount2 --> Local Distribution Amount 2
            • LocalityName1 --> Locality Name 1
            • LocalityName2 --> Locality Name 2
            • LocalTaxAmountWithheld1 --> Local Tax Amount Withheld 1
                • LocalTaxAmountWithheld2 --> Local Tax Amount Withheld 2
            • NetUnrealizedAmount --> Net Unrealized Appreciation In Employers Securities
            • OtherAmount --> Other Amount
            • OtherPercentage --> Other Percentage
            • ParticipantAccountNumber --> Participant Account Number
            • ParticipantForeignPostalCode --> Participant Foreign Postal Code
            • ParticipantForeignState --> Participant Foreign State
            • PayerStateId1 --> Payer State ID 1
            • PayerStateId2 --> Payer State ID 2
            • PayerUsedForeignAddress --> Payer Used Foreign Address
            • ProcessDate --> Process Date
            • StateDistributionAmount1 --> State Distribution Amount 1
            • StateDistributionAmount2 --> State Distribution Amount 2
            • StateName1 --> State Name 1
            • StateName2 --> State Name 2
            • StateTaxWithheldAmount1 --> State Tax Withheld Amount 1
            • StateTaxWithheldAmount2 --> State Tax Withheld Amount 2
            • TaxableAmount --> Taxable Amount
            • TotalDistributionPercentage --> Percentage Of Total Distribution
            • Distribution Files
            • Archived On --> Archived
            • Comment --> Description
            • Show On Web --> Show On PSL
            • Title --> Add Node
            • Notes
            • Note Text --> Note
            • Display On Web --> Show on PSL
        • Participants --> Employee Census
        • Project Files --> Project Documents
        • Created Date--> Created On
        • Comment -->Description
        • Show on Web --> Show on PSL
        • Archived Date --> Archived
          • Task Groupings
          • Date Completed --> Completed On
          • Task Group Name --> Name
          • Task Group Order --> Number
          • Tasks
          • Event --> Added Node
          • # of Rejections --> No. Of Returns
          • Date Active --> Task Active
          • Date Added --> Created On
          • Date Completed --> Completed On
          • Follow up Date --> Follow-Up Date
          • Task Name --> Task
          • Task Order --> Number
          • Time Slips
        • Services Provided
            • Description
        • Service Provided --> Service
        • Time Slips
        • Creation Date --> Created On
        • Hours Worked --> Time Worked
        • Employee
          • Employee Information
              • Admin Task Performer --> Added Node
          • Employee ID --> Added Node
          • IsPartTime --> Part Time
          • PayrollId --> Payroll ID
          • ShowOnPSL --> Show On PSL
          • Time Code
          • Billable --> Time Code Billable
          • Code --> Time Code

 

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