Release Notes January 16, 2024
Category : release notes
Published Date : 12/16/2024
1. Budget Analysis Tool:
a) Credit amounts and Debit amounts are shown in separate columns.
b) Increased the maximum line item view and fixed a date sorting bug.
c) Changed the budget pie chart to include only debit amounts.
2. Mutual Fund Tool:
a) Improved pagination and responsiveness for the mutual fund data.
b) Improved the filtering the entire mutual fund view data.
3. Fixed Income dashboard :
a) Added a description tab to fixed income dashboard section.
b) History charts are now available in the Fixed Income dashboard for both the Corporate Rates and Treasury Rates.
4. Chatbot Improvements :-
We have introduced formatted responses in the Chat bot view. As a result, users will now experience far more visually appealing formated responses in the Chatbot window.
5. Home Purchase Tool:
a) Added vertical editing of home purchase data rather then horizontal editing. This makes it much easier to edit property details, especially on mobile devices
b) Added view date column to the home purchase section. This will allow users to easily see when they have upcoming viewings and when they viewed properties already visited.
6. The Email Notifications module:
Now users have access to 2 new types of notifications
a) The first type is an Econ Dashboard notification. You can choose to receive daily or weekly notifications. Daily notifications will be sent at 6pm EST, while weekly notifications will be sent every Monday at 10am EST.
b) The second type is notification is for newly published articles. Users can now receive notifications whenever a new article is published on our website. Currently, we offer one type of notification, but we plan to add weekly summary notifications for our articles in future releases.
**Notifications can be configured in the user's profile settings on the website.
7. Knowledge & Research Section :-
a) Added a new tab which shows articles of all categories.
b) Improved the User Interface and enhancements for blog list and card view.
8. Todo Section:
Added todo link to the todo reminder email. That way the user can easily edit their tasks and change the expiration date
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