Advisors Assistant now integrates with Google Apps for Work. The Google Apps for Work integration synchs contacts, calendar events, archives emails and even links with the Advisors Assistant Workflows!
If you either forgot to enter an email address into Advisors Assistant before sending/receiving the email, or the email would not have normally been archived to that name record, you now have the ability to archive that email manually.
Advisors Assistant now has an Advanced Query that allows users to retrieve virtually any data they would like within Advisors Assistant. The Advanced Query provides you with more power and flexibility than the Selection Reports search criteria. Yet, it is very easy to use.
Instead of having to add a task or send a message to each individual User, you can now select the Department which will automatically include all Advisors Assistant Users within that specific Department.
There are two ways to add more than one Producer to a contact in Advisors Assistant. On a client’s Modify Name Screen, you can now include Additional Producers to represent a Split Producer situation. If there are Producers that often work together, you can also create a “Team” of producers.
Did you know that you can copy the FlexField Labels from one Name Type to another? When FlexFields are related, an Administrator can copy one set of fields to another and then just make a change or two if needed.