The Workstation in this release requires Windows 7 or newer.  AAMobile is designed to operate on the current version of any HTML5 compliant web browser or browser app.  To use Google Integration, you should update your copy of Windows Workstation and the most current version of your web browser.

Advisors Assistant Workstation

• New Add User Feature: Creating new Advisors Assistant users automatically creates their AAMobile Login/ID.  Administrators can still disallow access to the AAMobile webapp using the wizard.
• Add New User Bugfix:  This update corrects a bug where some new users were set to allow AAMobile web app access, but the setting saved them as disallowed.  Existing users affected by this problem can simply resave the setting.
• Performance Fixes and Typo Corrections:  We corrected several minor bugs and typos in the latest release.
• New Price & Index Import Feature:  Users of the Investment Module can now upload .CSV files with end of day prices for securities and indexes.

AAMobile

• AAMobile Everywhere Update:  Users of this version do not need to authorize their specific device by clicking on an invitation link.  Users may instead follow their private URL or enter their office’s Subscriber ID.
• New Private URLs: Every user of the Everywhere Update has a private URL to access their database.  This URL takes users directly to the classic login screen without needing to know the office’s Subscriber ID, maintaining security without device lock.
• New URL Aliases: Offices can apply for easy-to-remember aliases for their private URL, for example: myaamobile.com/yourofficename.
• New Phone Search:  We’ve added an option to search for names by phone number.  Numbers can be entered without any parentheses or dashes.
• New Search Hotkeys:  Search can now be accessed using ALT+P for Name search and ALT+Q for phone search.
• Improved Search Speed:  AAMobile’s search uses a new preindexing process to increase speed.
• New Email Reminder:  This feature will remind users without unique email addresses to update their email address in the AA Workstation.  This is part one of our plan to introduce password reset and basic user admin features into the AAMobile web app.
• Performance Fix For Advanced Query:  We’ve fixed some issues with Advanced Query timing out for large databases.

This release WILL NOT RUN ON WINDOWS XP OR WINDOWS VISTA.  This update will not install if your SQL Server is SQL 2005. (Does not apply to hosted users.)  To use Google Integration, you should update your copy of Windows Workstation and the most current version of your web browser.

Contact Management

• New Look & Feel Update: We flattened and simplified graphics across the user interface.  This should increase readability and improve appearance on high resolution displays.
• New Encryption Routine: We’ve updated the encryption routines used to protect PII.
• New Move Notes Feature: We’ve added a tool to move notes between contacts.
• New Market Management Tool: We’ve added a tool to remove markets from selected names.
• New Combine Note Topics Tool: You may now combine Note Topics.
• New Employer Field: Employer field added to the main contact card.
• New Report Formats: New export options added to selection reports.
• New 360 Perspective: Added “ALL” perspective to 360 view.
• New Mailmerge Fields: “Maturity Date” and “Tobacco” are now merge eligible.
• New Note Search Feature: You may now search by selecting “Apply Filter” or pressing Enter.
• Outlook Bugfix: Correction to the Outlook “Archive to Current Name Being Viewed” option.
• Google Bugfix: Correction to archiving of email with attachments.
• Workflow Bugfix: Correction to completion of workflows changed by another user.
• Google Bugfix: Correction to email archiving for messages with no Labels.
• New Business Bugfix: Correction to status field in New Business View Screen Report.
• Workflow Bugfix: Correction to intermittent errors when deleting Workflow.

Investment Modules

• FINRA Compliance Toggle: We’ve added the ability to lock manual additions or edits changes in the investment module.  This is intended to be applied as a universal restriction to meet some firms’ Compliance requirements.  When unlocked, our disclosure and audit features are used to meet requirements.
• Updated Report: Updates to report #30029 “Account Summary By Investor And Account”
• Updated Report: Updates to report #30086 “Household Investment Allocation by Account Type”
• Updated Advanced Query Options: “Account Title” may now be used for search.
• Deletion Bugfix: Investmnt Accounts may now be deleted when viewing the “All” Perspective.

Commission Module

• New Fields: Added three fields for Primary Insured DOB, Primary Insured Medicare #, and Primary Insured’s Zipcode

Investment Downloads

• New Default Modules: All users are granted access to free position download modules.
• New Download Module: Added transaction download module for Interactive Brokers.
• DST Updates: We’ve changed “Dividend Stock” and “Dividend to Increase Shares” handling.
• DST Updates: Miscellaneous Fund Identifier improvements.

Server Utilities (Computer Based System Only)

• New Backup Feature: Added SQL version to default backup filenames.

This release WILL NOT RUN ON WINDOWS XP OR WINDOWS VISTA.  So many of our integration partners have made changes that require later versions of Windows, that we have to leave XP and Vista behind.  You will need Windows 7 or later.

This update will not install if your SQL Server is SQL 2005. (Does not apply to hosted users.)

To use Google Integration, you should update your copy of Windows Workstation and Internet Explorer should be the latest version.

Contact Management

• Added an Advanced Query system for contacts, insurance and investments. Click on the Arrow next to Selection Reports on the Sidebar Menu. Learn More
• A new Alert right on the View Screen which can alert you to key changes in a client’s situation so that any staff member will be aware before interacting with the client. Learn more about Alert Notes  (13592)
• Added a 360 Degree tab on the View Client Screens which gives you a list of everything happening with your client in the order you suggest.  It pulls together notes, workflows, files, tasks, appointments, follow-ups and notes, all in one place where you can see virtually everything that is happening with your clients.  Learn more about the 360 View  (13590)
• Google Apps email archiving added. Learn more about Google Apps Integration
• Google Apps calendar sync added for appointments and tasks.
• Google Apps contact import and export added.
• Phase field added as a drop down list field in the contact details and on the View Client Screen.  Phase can be assigned to the client contact record so that you can see which phase of a process they are in
• Added the ability to archive any Outlook email to any contact by highlighting the email in Outlook and viewing the client name in Advisors Assistant. Then click on the Advisors Assistant Tab in Outlook. Choose “Archive Email To Current Name Being Viewed.”
• Department calendars are now available. Learn more about departments
• A wizard has been added for deleting departments to make sure calendar items, etc are not orphaned.(13334)
• Teams may be used to give access to individual contacts in the Multi-producer and Enterprise versions. You can add a team to “Additional Producers” on the Contact Details Screen and all of the members of that team will have access to that contact’s data. Learn more about teams
• Social media addresses are now stored with icons on the view screen to click to go to a contact’s media page. Facebook, LinkedIn, Twitter, and Google+ are supported. Learn more about social media links  (10467)
• Hover help has been added for when the user’s mouse is positioned over one of the social media icons so the user will know where to go to add that social media (Facebook, etc.) address for the contact. (12853)
• Calendar data export now includes contact’s primary email address. (3051)
• Added the ability for Selection Reports Name Type search criteria to look only at the primary type, only at additional types, or all types. (9660)
• Archived messages now contain the client related to the message, if any. (10423)
• If a user has access to more than one Advisors Assistant database (an assistant working with more than one independent user) and they are using Outlook, Advisors Assistant will now remind them to restart Outlook when they change to a different database. (12639)
• Fixed a dashboard issue associated with the widget “Contact Count by City” and “Contact Count by Producer.”
• The drop down list of user calendars now shows more calendars. (12720)
• Added street address and tax id to the utility that finds and combines duplicate names (12721)
• Added a Subset Button to the Search All Notes screen so that users can work only with the contact records that the search returns. (12734)
• Added a button to the Dashboard Screen to make it easier to switch back to Advisors Assistant View Screen. (12729)
• The Manage function (at bottom of reports menu) has been updated to support the additional producers associated with a contact.
• FlexField Labels can now be copied between Name Types. (12939)
• Security Enhancement: All SQL Server commands are now encrypted by the workstation in addition to the normal SSL encryption. when being sent to hosted databases. (12961)
• Security Enhancement: Passwords can no longer contain the User ID in any part of the password. (12951)
• Syncing from Outlook to Advisors Assistant for a calendar item originated in Outlook will add the contact name (if there is one in Outlook) to the subject line in Advisors Assistant so users will know who is associated with the event. (12973)
• Calendar Reports: Added an Excel button to be able to export the calendar events that match the criteria to Excel. (13093)
• Calendar Log: Added a process log when a calendar event is deleted so administrators can tell who may have deleted the event. (13108)
• Laser App insert menus now include the spouse and trust name. (13303)
• Admin Menu rearranged and the word “Maintain” is removed for a more descriptive menu item. (14132)
• Notes Function Keys: F2 and F3, when pressed in the body of a note now adds the user’s initials to the date/time. (13751)
• Date fields, when exported to Excel, are now formatted as Date instead of Custom so that users in non-USA areas will have the correct format. (13753)
• Phone Screen now has an “Availability” field which is a drop down list so users can know when they can call a number, if it is restricted. Selections include Daytime, Evening, Anytime. (14011)
• Contact List functions now replace “Mailing List” functions to better reflect the design of the feature. (14198)
• Added memory to the size of the Phone Log and Letter Log screens so if you reset the size, it is remembered user by user.
• Enhanced the “Copy To” function for copying email addresses from one contact to another. It now copies more fields. (14331)
• Added a User Preference under the General Tab to let each user decide what shows up on drop down lists. The choices are Description, Abbreviation, or Both. (13640)
• Added “Last Updated” to the Phone Dialer screen so the user will know which is the very latest phone number. (14603)
• Added the ability for the Administrator to take a report off of the reports menu on both the main application or AAMobile. Click Admin | Report Designer and then right click on any report and choose the Hide option. (14662)
• Added the ability to keep Advisors Assistant from being exited while ReadyDoc is running.  ReadyDoc must be exited first so that Advisors Assistant can receive the communication necessary to add the document to the View Client with Files listing. (14719)

Contact Management (Workflows)

• Workflow tasks can be set up to automatically export to Google Apps’s calendar and those tasks completed in the Google Calendar associated with a Workflow will complete the workflow event in Advisors Assistant.
• Workflows now have 6 user defined FlexFields which can vary with each Master workflow. These fields are searchable. (13257)
• Workflow FlexFields can be used as report criteria on workflow reports. (13297)
• Workflows master steps can contain a “Phase” , such as the phase of the sales process, the client is in. Phase can be searched on for reports. Learn more about workflows and Phase
• When a user completes a Workflow Event that contains a Phase, the phase of the next event is automatically assigned to that client who has the workflow.
• Added the ability to skip workflow events (steps) in a workflow provided the user has the security rights to skip steps and terminate workflows. (13317)
• Departments can now be set up and used for workflow assignments.
• Added the ability to filter workflow reports by department.
• Teams of Producers (Advisors) can be set up to assign to workflows and predict revenues in Sales Pipeline type of workflows.
• Workflow report criteria updated to allow searches by team name. (13297)
• Master workflows which are in use at the contact level can no longer be deleted. However, they can be “Deactivated.” This way they can still be searched for reports, but they do not appear on any drop down list to attach for new workflows. (14219)
• Master workflows now have a default priority to automatically fill in the priority field when a workflow is assigned to a contact. (11812)
• Master workflow events are now shown in a grid, making the display easier to use and more cosmetic. (13360)
• Calendar report criteria expanced so that users can now search for calendar events including workflow events, excluding workflow events, or exclusively workflow events. (13435)
• Added Workflow Report: Team Revenues By Workflow And Advisor. (13691)
• Added Workflow Report Team Revenues By Phase (14116)
• Added Workflow Report Active And Overdue Workflows With First Pending which is similar to Report 70003, but only shows the next pending event. (14530)
• View Client With Workflows now indicates if a workflow event is skippable. (13779)
• New Workflow Report: “Active & Overdue Workflows With First Pending” shows only the events that are active and overdue and ONLY the next pending event rather than all of the pending events. (Shorter report) (14530)
• Added “Active Event Criteria” to workflow report filter so that you can search on an event and only get those that are active. Completed events will not be selected for the report. ((14515)

Investment Module

• Add ability to export prices to Excel on Price Lookup Screen. (4105)
• Added a utility to combine 2 securities together on the security level (vs investment by investment). (4204)
• Black Diamond Position Download added. (13882)
• Black Diamond Single Sign On Added.
• Added split percentages to the producers on an account. (8770)
• Streamlined adding transactions manually with the ability no save and load the next transaction screen. (11021)
• Added a utility to back out a batch of downloads. This is useful when bad data is sent by one of the funds. This utility is only available by contacting technical support and having them work with you. (12393)
• When the expiration date for a download module nears, there is a warning message. (12866)
• You can now modify a price for an investment by right clicking on the investment in the list on the View Account with Investments Screen. (12872)
• Added indicators as to whether dates were beginning or end of day for the Investment Initialization Screen and the two Performance Report Criteria Screens. (12902)
• FlexField Labels can now be copied between Investment Types. (12939)
• Account tax status can now be customized. (13038)
• Added a new transaction type to close out a variable annuity after a death of the annuitant. (13154)
• Added a check box to the Account Details screen to indicate that an account is an Advisory Account. This can be searchable. (13277)
• Added a drop down selection on the View Client With Investment Accounts Screen (on the right side mid screen) to control which accounts are displayed in the list. Only Advisory Accounts, All Accounts, etc.)
• Price lookup changed to provide the ability to delete many prices at the same time. (13895)
• New Household Report, “Household Account Summary with Mailing Address II” which is similar to report #30074 but has subtotals for each account. (14611)
• Added “Shares” chart perspective to the View Investment with History Screen. (14701)

Insurance Module

• Added a view client with Annuities Screen for annuity class products.
• Added Mortality and Expense fields to annuities. (12850)
• Added Renewal Date to bottom View Client With Insurance Screen. (1318)
• FlexField Labels can now be copied between Policy Types. (12939)
• Added download for National Life Group.
• Estimated Annual Premium added to Insurance New Biz. (13083)
• Added “Account Type” to report 20031. (13088)
• Changed Maturity Date to Income Date for Annuity policies (13289)
• Added “Premium Payment Method” field to Insurance Screen (13296)
• Added Modal Premium to the View Client With Insurance Screen (8894)
• Long Term Care screen now has ability to enter Excess Premium levels. (13455)
• Added Policy Summary By Owner II Report . Similar to report # 20008, but the Effective Date of the Coverage has been removed because it confused some users and clients. (14080)
• Added a new Policy Relationship: Re-Insurer. (14196)
• New Report: “Selected Names and Insurance By Primary Producer.” (14248)
• Added Cigars to the Tobacco Drop Down List (14574)

Insurance Commissions

• Added the ability to designate which month is used to start renewals so that if renewals start the following January regardless of when the coverage was written, renewal commissions are generated based on that entry.
• Provided for advance payments for first year commissions which are less than the full 12 months.
• Notes added to Commission Rate Tables so users can explain how a table has been set up. Notes are for the table overall with separate notes for various rate table levels, such as agent level tables, manager level tables. (14591)
• Rate table Fixed Tab, for producers and managers, now supports a fixed dollar amount and a percentage of the Agency Level fixed dollar amount of commission.(9250)
• The ability to create a SubSet has been added to the Commission Report Menu so you can easily go from one contact to another limiting the database just to what is on the commission report. (9622)
• New Report: Producer Transmittal Detail With Coments. (14343)
• Subset Button added to Insurance Commissions Report Menu so you can create a subset based on the commission filter. (9622)
• Changed the number of decimal places for the input of the commission splits so that it will now carry 2 decimal places.  For example, instead of 45.1% you can now input 45.15% (13813)
• Added Renewal Begins Date which will control when the renewal year(s) are used in the rate table so that, in the case of health policies that start renewals on other than the policy anniversary, the renewal year will get used for commissions. (14579)
• Added the ability to advance commissions through the end of the calendar year or through the Renewal Begins Date. (14588)

AAMobile

• Files View added so the list of files linked to a contact is available. You can view ReadyDoc files and the list of files on your local system, but browser security does no provide for opening files stored locally.
• Documents saved with ReadyDoc Document Management System can now be viewed in AAMobile.
• Advanced Query and most reports available in AAMobile.  Reports on phone size devices are limited to current client reports.
• Calendar events can be set up for multiple contacts
• Calendar events can be added to multiple calendars
• New Business actions are now available for Contact level, Insurance level, and Investment level actions.  You can edit or add new business actions.
• Follow-ups can be added from Notes, Markets, and New Biz actions.