Since the last release, the focus has continuously been on improving eDelivery. There are several upgrades in this release that should improve your experience, Whether you are a producing representative or administrative professional (or both), there are several upgrades in this release that should improve your experience.
As you know, DirectChoice accounts are not subject to paper fees, due to their pricing method. How eStatus is reported on for clients who hold assets in a DirectChoice account, has been updated and improved.
Now, eDelivery preferences for DirectChoice accounts are no longer factored in the eStatus for the client. Take, for example, a client who has both a DirectChoice and a Standard Brokerage account. Their DirectChoice account is not enrolled in eDelivery, but the Standard Brokerage account is fully enrolled. The eStatus in this scenario now shows as “Partially Enrolled - No Fees.”
Why? This change was made to help you separate clients that are subject to Paper Fees from those who are not, so you can more easily target those that may still need to enroll in eDelivery. Prior to this change, DirectChoice accounts were included in eStatus causing an incorrect status that the client was subject to paper fees. With this change, these accounts are no longer included in eStatus, giving you a more accurate eDelivery picture for your clients.
New, supporting text has been added in “Account Preferences” when the customer account is invested in a DirectChoice program.
Similarly, new, supporting text has been added when you open “Send Invite.” It highlights that the “Invite All” option is only available for 1,000 or fewer selected records.
You will see a new icon next to customer records that have multiple, primary email addresses indicated in Salesforce or ClientCentral.
To resolve this warning in Dashboard, you must go to either Salesforce or ClientCentral and indicate a single email as the primary.
1. Bug Fix: Disclosures Sent to Non-primary Email Addresses
A limited (and small) number of end clients received eDelivery email notifications to their non-primary email addresses. This has been
remedied.
Bug: 60950
2. Feature Gap Upgrade: eDelivery Emails for Joint Rep Codes
eDelivery emails for clients associated with Joint Rep Codes now receive eDelivery invites from the primary rep code’s email address. The email
signature will show what is on file with Licensing and Registration from the primary rep code.
PBI: 43803
3. Feature Gap Upgrade: Back Office “Send Invite” Process
The back office “Send Invite” process will now function the same as the Front Office “Send Invite” process, except when initiating the invite to be
sent.
PBI: 60055
4. Feature Gap Upgrade: Natural Person (NP) Trust Accounts & Primary Trustee
NP Trust accounts will now display under the Primary Trustee’s customer profile even if the Primary Trustee and Grantor of the trust
are different.
PBI: 53398
This year has gone by unbelievably fast, and although this year’s work isn’t quite done, we want to take the time to wish you, your loved ones, friends and clients, a very happy and safe Thanksgiving and holiday season. We hope to close out the year with a strong finish. Stay tuned!