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February 2018 Product Wrap-Up: Everplans Professional Fixes and Enhancements

Wednesday, January 31, 2018 • by Yaniv Nord

The Everplans team regularly pushes out new product features, improvements and bug fixes.

At the end of each month, we highlight improvements we’ve made and bugs we’ve fixed. Take a look at the changes we made in February 2018.

Everplans Professionals

  • Fixed a rendering issue with firm, advisor or client names with special characters.

  • Fixed an issue when importing household contacts from Redtail.

  • Fixed an issue in which the Household Everplans imported from Redtail were missing data in the “About Me” section.

  • Fixed an issue of importing Deputy users from Redtail to Everplans Pro.

Thank You

As always, a big thank you to all the Everplanners, Deputies, and Advisors out there who reported bugs and asked for enhancements. We always appreciate hearing from you.

Report issues and ask for new features here.

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