Product Update: Additional Enhancements

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Asset-Map continues to update and improve to meet our clients’ needs - here are the latest and greatest updates we’re proud to share with you.

Additional Enhancements

Target-Map Descriptions “Quick Edit”

Users can now double-click on a Target-Map description, from the summary page view, to quickly edit the description.  This action no longer needs to be performed from within the modal ‘edit’ view.

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Discovery Page Layout Changes

The existing “Discovery” page has been modified to help more clearly differentiate between “outbound” and “inbound” discovery options.  Improvements include updated labels, help icons, collapsible grid filters, and support for quick launch and QR code for “inbound” discovery.

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Pagination

Pagination has been added to several additional pages in the new AMP UX, including the household index. members invitation page, and discovery.  Where available, users now have the ability to view the “Next/Previous” set of records (up to 100/page).

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Support ability to flag instruments as "hidden" on the Financials page

The ability to flag instruments as “hidden” from within the household Financials page was implemented in the new AMP UX.

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Add Reference Name and Location / Source to Household Index

Additional fields were added to the existing list of available options and may be used to query household index data ad hoc, or as part of a saved layout.

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Quick Nav

While on the Asset-Map or Financial page, right-click from anywhere on the page to quickly access the new “quick nav” panel for even faster access to frequently needed user actions on the page.

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Calculations

Use the = sign, to enter formulas directly into any amount field for quick calculations. 

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Guest Userproducts, product update, enhancements, discovery