What's new

Document lists in the CRM now display color-coded entity icons next to participant names:

• Green house icon for Households
• Blue shield icon for Trusts
• Yellow building icon for Corporations

Participants are grouped by their entity, so you can quickly see which documents involve multiple entities. For example: [House John, Jane] [Shield Bob] shows a document involving two people from a household and one from a trust.

First names are now shown instead of full names for a cleaner, more scannable list.

Where to find it

1. Go to Portal → CRM
2. Select any client or client group
3. View the document lists (Meeting Notes, Snapshots, Portfolio Shift, Wealth Path)
4. Entity icons appear next to participant names on each document row