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MMA Dashboard Marketing Dashboard – INACTIVE – DO NOT USE

Client Administration

My Clients (admin) – NEW!!! You need to log into the portal with your usual name to access this now.

NAM

Unverified Docs Unassisgned Docs [wpc_client_private for=”227,489,1219″ privacy_type=”include” ]

Processing

DC Booked [/wpc_client_private] [wpc_client_private for=”101,149,212,10,1219,1361,588,1346,1899″ privacy_type=”include” ]

Internal Teamleader Dashboard

ITD [/wpc_client_private] Login

Release 10/31/16

Features
  • Refactored sign-up process (not live)
  • Removed shipping question from presentation-pro
  • Bluecoast users only get tax service questions
Bug Fix
  • Fixed Clark’s conference line #

Release 10/24/16

Features
  • Added conference line and pin numbers for the NAM calendars
  • Master Teamleaders can see their Teamleaders
  • Added dropdown selector for internal staff to access all TL’s on TL Dashboard
  • Changed the logic to move more appointments to everyone who is not bill.

Release 9/9/16

Features
  • Teamleaders can verify their own documents
  • Appointments rejections now email notify advisors

Release 9/2/16

Bug Fixes
  • Selecting No Show on appointments no longer locks out presentation pro

Release 8/26/16

Bug Fixes
  • Black background on My Clients for Android making text hard to read
  • ‘undefined’ from showing in the custom attachment activity
Features
  • Teamleader Dashboard
  • Upgraded CRM to use SSL for all communications
  • Appointments Dashboard to process new booked appointments

Release 8/19/16

Bug Fixes
  • Fixing “Add Service” activity so new services can be added to a client
  • Fix for no show submission
  • Fix for rescheduling appointments in Prespro for iOS

Release 8/12/16

Bug Fixes
  • Fix for calendar not rescheduling on mobile Presentation Pro
  • Fix for discovery call not being tracked from appointments dropdown selection
  • Fixed confusing demo mode interface so agents stay in demo mode
Features
  • Teamleader Dashboard completed
  • Removed Discovery Call from activity drop-down to force selection through appointment’s list

Release 8/5/16

Bug Fixes
  • Signature line for teamleaders shows up blank now instead of ‘undefined’
Features
  • Appointements can be rescheduled/canceled from the client card
  • Follow up calls can scheduled from the client card
  • Presentation Pro prompts advisors how they are presenting to the client
  • Presentation Pro restricts multiple discovery calls from being made
  • Client id added to google calendar description
  • Allowed admin/exec circle to edit client services
  • Survey completion now shows in activity log with relevant context of how it was run
  • Discovery call activity now asks for the related appointment for discovery call and what the result was ( canceled, noshow, reschedule or completed )

Release 7/15/16

Bug Fixes
  • Demo watermark doesn’t flash briefly when loading Presentation Pro normally
  • Email Client Activity uses email set in the contacts bar if done in the same session
  • Discovery Call activity doesn’t blank out service fields when adding new products
Features
  • Teamleader conferences lines now fill out Where in google calendar
  • Survey data autosaves in Presentation Pro when agent books a discovery call

Release 7/8/16

Bug Fixes
  • Fix for contacts being blanked out
Features
  • Admin can now filter discvory calls by teamleader in My Clients
  • Filtering out non-active agents from Agents dropdown in My Clients
  • Admin’s can add scheduled webex trainings up to 2 months in advance in backoffice
  • Absolute links in portal changed to relative to make compatiable with staging and secure server.

Release 7/1/16

Bug Fixes
  • Fixed teamleader race condition in calendar
  • Fixed function of “Done” link on prespro mobile
  • Fixed contacts clearing at the end of pp.
Features
  • Changed prespro entry screen to be more fluid and tab-able. ( web only )
  • Added JWT handouts to secure connections to prepare for api 2.0

Release 6/24/16

Bug Fixes
  • States capitalized correctly in follow up email
  • Contact updates on presentation pro carry through to popup
  • Fixed column names in MMAD to reflect actual data
  • Contact update sometimes doesn’t update db
  • css formatting issues on slice card preventing use of the Add Activity button
  • Discover Search box text easier to see on gmg app
  • javascript shims added so calendar works on pre-5.1.1 android devices
Features
  • Data calls now support ssl for when we switch
  • More accurately tracking which MMA handles a client, ( purchases or first contacts )
  • Formatted created date in MMAD to look nicer
  • Sped up some queries by removing broker id lookup
  • When Appointment processing “Rescheduled” now functions same as “Rejected”
  • Can search clients by # in My Clients search box
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