We're excited to share the latest updates in Data Solutions Release 25.6, which include expanded integration capabilities and improvements that enhance system reliability and user experience. These updates are automatically applied, with no manual installation required. Ensure you are on the latest version to access all features. Contact our Support team if you need assistance.
Enhancements
Black Diamond Integration
We've expanded the data available through the Black Diamond integration to include billing-related fields. Receiving billing data points on Portfolios and Financial Accounts from Black Diamond to CRM enables more comprehensive financial analysis.
New Billing Data Points Available:
- Fee Schedule ID
- Name
- Discount
- Description
- Notes
- Fee Schedule Type
- Rate Type
- Billing Configuration ID
- Billing Configuration
- Rep Fee Split
- Include Non-Billables
- Portfolio Breakpoint
Please Note: These data points require mapping before data will appear in CRM. Contact our Support team if you need assistance.
Fixes
Multiple Integrations
Data Solutions Controls
- An issue affecting the display of Data Solutions controls in CRM has been resolved. Controls now render as expected.
InnoTrust Integration
Login Attempt Tracking
- Real-Time Control login failures were previously not tracked, making troubleshooting difficult. These events are now logged internally to support faster issue resolution.
Modestspark Integration
Client ID Redirect
- The ‘Go To Modestspark’ button was converting Client IDs to lowercase, which impacted redirects. This behavior has been corrected.
Schwab Integration
Enrollment Feedback
- Users enrolling in Schwab’s Gateway Date Delivery (Persistent Data) were not receiving error messages when enrollment failed. The system now alerts users to failures and provides detailed job log messages to clarify why persistent data jobs may not return results.
