Milemarker 1.32
See more, do more, move faster — with less clicking. Here's what shipped.
The Big Stuff
US Map Visualization: See your data plotted by state on an interactive US map. AUM by region, advisor distribution, client concentration — geographic context makes patterns obvious at a glance. Perfect for executive presentations and strategic planning.
Bulk Workflow Updates: Need to update the status of 50 workflow requests? Don't do it one by one. Select them all, update once, done. A big time-saver for operations teams managing high-volume request queues.
Form & Workflow Import/Export: Move your form and workflow configurations between environments with a simple JSON export/import. Test changes in staging before going live. Share configurations across tenants. Back up what matters.
Smart Form Prepopulation: When you're resolving a case, the workflow form now pulls in relevant context automatically. Less copy-pasting, fewer errors, faster resolution.
The Details That Matter
Charts & Data Exploration
All chart types now available in drilldown view — explore data with whatever visualization makes sense
Multi-cell export — select specific cells and export just what you need
Pie charts now sort by the correct column by default
Bug Fixes
Funnel charts no longer reference the wrong data column
Error pages now show meaningful messages instead of a generic 404
What This Means for You
If you're an executive: The new US map and improved charts give you instant visual clarity on your firm's geographic and operational performance.
If you're in operations: Bulk updates and smart form prepopulation will measurably reduce time spent on repetitive tasks.
If you're an admin: JSON import/export means safer deployments and easier configuration management across environments.
Questions? Our support team is standing by. We actually read our emails.
