Here are the items completed for this release of Lilypad web and mobile.

Enhancements

Added a Class of Trade filter to account map filters, and a Class of Trade tag to account profile screens (LP 123390).  

*NOTE #1:  You're unable to edit an account's Class of Trade since it pulls from account data ingestion. 

*NOTE #2:  Class of Trade account profile tags and map filters appear for clients who only use Cloud data connections or VIP.

Web

Learn more!

Mobile version 3.8.3.247

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Bug Fixes (mobile version 3.8.3.247)

• Unable to open files in Resources (IT 127018, IT 127773).

If you have any questions about this release, please reach out to us from the Lilypad mobile app by going to Side Menu > Help Me or send an email to crmsupport@fintech.com.

Thank you!

Your Lilypad Team