Product Changelog
Product updates, new capabilities, platform improvements, and release notes for the Client Management Application.
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Changes – 2024 Q4
New MFA Options, API Integrations, Code Maintenance and More Welcome to our quarterly System Changelog! This update is packed with new authentication methods, API integrations, UI refinements, security improvements, and various under-the-hood enhancements. Read on for a summary of all the major changes, updates, and…
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Changes – 2024 Q3
Welcome to our quarterly blog post where we outline the enhancements, updates, and changes introduced to the CMA in version 24Q3. Here’s a comprehensive summary of what we’ve achieved in the past quarter: Major Additions • Codebase Consolidation: CMA, WMA, and TotalCommon code repositories have been…
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Changes – 2024 Q2
Welcome to our quarterly blog post where we outline the enhancements, updates, and changes introduced to the CMA in version 24Q2. Here’s a comprehensive summary of what we’ve achieved in the past quarter: Major Additions: 1. AI Task Analysis Engine: 2. Dynamic DMP Payment Rule:…
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GPT-4o and Beyond
Today, OpenAI hosted a Spring Update session where they introduced an exciting new model capable of processing audio, vision, and text in real-time. This model is twice as fast as GPT-4-Turbo and costs half as much. We’ve already upgraded the CMA to harness this powerful…
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New Feature: AI Task Analysis Engine
Last year marked a transformative phase for our technology, as we introduced a feature that allowed custom analysis of Call Log transcriptions. This breakthrough enabled our CRM users to unlock new potentials, pushing the boundaries of what we imagined was possible. From evaluating the quality…
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Changes – 2024 Q1
Welcome to our quarterly blog post where we outline the significant enhancements, updates, and changes introduced in version 24Q1. Our continuous effort to improve our platform has led to numerous additions and improvements that aim to enhance functionality, increase efficiency, and improve the overall user…
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Changes – 2023 Q4
Welcome to our 23Q4 software update summary! This quarter, we’ve introduced several major additions and updates, alongside various changes that aim to enhance user experience and system efficiency. Let’s dive into the highlights. Major Additions Enhanced Document and Extranet Package Management We’ve overhauled our Document…
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Peregrin API AccountStatus Refresh
We are happy to announce an enhancement to our Client Support Software. Our CRM now supports the integration of Peregrin’s API AccountStatus refresh, a feature that promises to streamline your financial data management and improve the accuracy of your account status information. How to Activate…
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Integrating GPT-4 Turbo 128k
The integration of OpenAI’s GPT-4 Turbo 128k model into Client Support Software’s CRM system marks a technical advancement in handling customer interactions. This model allows for the processing of longer call transcriptions, which is particularly useful for organizations that require detailed records for compliance and…
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Changes – 2023 Q3
Excited to announce the latest round of updates and enhancements, which brings new features, important fixes, and other changes to ensure smooth and efficient functionality. Below is a comprehensive breakdown of the recent modifications. Feature Additions: Fixes: Updates: Other Changes: Thank you for your continued…