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Customize creation dialogs

Choose the fields and layout your company uses to create clients, prospects, contacts, and businesses.

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Arrange person overviews

Customize person overview cards across your company and select pinned notes separately for each person. Open tasks appear by deadline.

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Choose DocuSign accounts and verification

Configure an account per book or company, with shared-account fallback when neither is configured. Select an available identity verification configuration.

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Listen to chat responses

Read the latest completed answer aloud and save your voice and speed preferences. Chat can also read insurance and annuity records.

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Show project inputs conditionally

Show inputs based on earlier answers, combine task conditions with And or Or, and choose a default task assignee.

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Use shared tags

Households, other contacts, and businesses share the Tags list. Task, note, and opportunity labels remain separate. Filter business emails and meetings by related records you can access. Authorized conversations can include matching messages across connected mailboxes.

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Add dashboard and household widgets

Add Notifications to a custom dashboard or configure a household Recent texts widget for one conversation and advisor number.

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Choose a recording view

Choose Speaker view or Gallery view before inviting a new notetaker. Calendar invitees listed as Other attendees do not automatically become assigned meeting users.

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See call answerers and respect meeting access

Shared Zoom calls can show who answered. A visible call log does not grant access to a private linked meeting’s recordings or transcript.

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Share views and review exported values

Select All books view separately from individual books. Country columns and exports use primary addresses, and exported AUM uses dollar amounts.

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Personalize invitations and review missing households

Use Recipient preferred name in invitation emails. Deleted-household invitations cannot apply submissions to a removed record.

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Track annuity details and task creators

Add custom fields to annuity contracts and see Created by in task sidebars. Daily digests sort tasks by priority and due date.

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Keep referral actions on the new household

After a referral email creates a household, later household actions apply to that new record.

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Review Slanta orders after closure

Ordering for 2026 closed on November 1. Existing orders and payment status remain available; unsubmitted drafts will not be fulfilled.

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Follow updated Fidelity setup

The release guide covers named feeds, transmission headers, and Cambridge-managed NFS feeds.