CurrentBusiness Version 1.7.7

This release includes several new features, improvements and bug fixes. Below is a list of notable and new features: NEW FEATURES Partner Registration API Register both Introducing Brokers and Asset Managers with the Partner Registration API. Documents API Upload documents to any client’s Misc Documents with the Documents API. Auto Lead Assignment A new Advanced Settings feature called “Auto Lead Assignment” can assign leads automatically to teams based on regions. Once enabled you can define per team how you want leads assigned. E-Statements Send automated daily E-Statements to clients with… read more →