✨ WHAT'S NEW
📅 Deceased Date for People Records
We’ve now given users the ability to set an effective date when a person record is marked as deceased; allowing users to better refine their data and to accurately represent information in generated documents.
Include People with Ownership in Charts
🚀 Exciting news! You will now be able to show/hide shareholders that are people in charts! These shareholders will need to have a minimum percentage of ownership, and they’ll be represented in an oval shape when the chart has the "owner type" filter applied. Let us know what you think as you navigate this new feature!