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  1. ActiFi
  2. New Features
  3. Releases

Releases

  • September 2023 – Mark Links and Goals as “NEW”
  • August 2023 – Tie Metrics and Opportunities to Meetings
  • Mid-July 2023 – Tie Metrics to Goals
  • June 2023 – OnceHub Integration, Metrics Reports Access, Follow Assessment Button Has Moved
  • Late May 2023 – New Content Report, “In Review” Opportunity Status
  • May 2023 – Simple Advisor View, Customizable Opportunity Status Labels
  • April 2023 – New Layout for Roadmap Summary Details List and Roadmap Activity Summary Tiles Admin Config
  • March 2023 – Teaming Tiles and Opportunity Screen Updates
  • February 2023 – Due Date Reminder Email
  • Mid-January 2023 - User Notification Settings & Drag-and-Drop Meeting Attendees
  • January 2023 - Notifications
  • November 2022 - Goal Notes, Tiles for Profile Boolean, Meeting Attendees
  • October 2022 - Key Profile Tile – Default controls
  • Mid-September 2022 - Meeting/Metric Summary Views, Multiselect Filter on Goals Tile, Adjust Qtrly Metrics
  • September 2022 - Coach Views w/ Filters, Administrator Sub Roles
  • Late August 2022 - Assessment Modal in Tile
  • Mid-August 2022 - Notes - Standard, Coach
  • August 2022 - Image Inserts
  • July 2022 - Hidden Empty Classes, Past Meetings Counts, Profile Field Tile, Assessment Tile Labels
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