New user customization options that allow users to set different background colors for the main profile windows and each data âpaneâ for better readability, to hide or view individual columns in each data pane and to select different âthemesâ for the main profile screens.
Users may now attach Crystal reports, Excel reports and/or other external reports directly to the ProTrak main menu for instant one-click execution.
ProTrak administrators may now specify default values and/or calculated values for individual data fields.
In addition to ProTrakâs comprehensive security controls, security permissions may now also be applied to individual client portfolios and fund holdings.
Several enhancements to the Mass E-Mail functionality which include the ability to preview mass e-mails before sending.
Improvements to the Opportunity Pipeline, including new data fields and a more comprehensive user interface.
Enhancements to the Holdings/Transactions import include additional data fields and a new import wizard that gives users the flexibility to select the data fields they wish to import from their administrator.