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Old Version 3

changes.mady.by.user Igor Selizhuk

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New Version Current

changes.mady.by.user Sales

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Key

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Contact Card

  • Streamlined document upload for Contact Card documents. Drag-and-drop functionality is now available.

  • SmartAdvocate will now automatically mark Minor (Infant) contacts as Adult when they reach Majority Age. The calculation of Majority Age will be done based on the state configuration.

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  • Added Related Contacts link to the contact card mini pop-up.

  • Added Comments field to phone numbers.

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  • Track contacts that are renamed (not counting 1-2 letter type fixes). Renamed contacts can be searched by using Contact Rename Report.

Contact Search

  • Added Documents column to contact search results.

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  • Added ability to mass update contact types.

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