Milemarker 1.31
This release puts the power of customization in your hands — from how pages are laid out to how you search, filter, and explore your data.
The Big Stuff
Experience Builder: Rearrange your platform without writing code. Drag, drop, resize, and configure page components directly within the application. Move a chart above a datatable. Resize a metric card. Reorganize an entire dashboard. No developer needed.
Global Search: Find anything, instantly. A platform-wide search lets you locate data, pages, and resources across your entire Milemarker application. Looking for a client, a workflow, or a report? Just search and go.
Datatable Saved Views: Stop re-filtering every time. Save personalized datatable views with your preferred filters, grouped rows, visible columns, and record counts. Build a view for households, another for account types, another for advisors — switch between them with a single click.
Funnel Charts: A new chart type for visualizing conversion pipelines and sequential processes. See where prospects drop off, track onboarding completion, or monitor workflow stage progression — all at a glance.
The Details That Matter
Navigator AI
Admins can now customize the Navigator AI subtitle and placeholder prompt text
Tailor the AI assistant's appearance to match your firm's terminology
Charts & Data
Bar & column chart zoom — drill into specific data ranges
Layers view tab management — organize tabs and store rules in metric presentation rules
Datatable columns auto-size based on the column label, so headers are always readable
Support access enabled by default for non-Client roles
Bug Fixes
Workflow drawer now correctly scrolls vertically when content overflows
What This Means for You
If you're an executive: Experience Builder lets you customize your dashboard layout to surface exactly what matters — without submitting a support ticket.
If you're a daily user: Saved views and global search eliminate the repetitive clicking that eats into your day.
If you're tracking a pipeline: Funnel charts give you instant visual clarity on where things stand and where they stall.
Questions? Our support team is standing by. We actually read our emails.
