What's New in RPM 6.6

Approvals

Our processes management approval module has been overhauled to make it simpler. With this version we're also making it available to all subscribers. I'm working on a demo video to show you what you can do with this feature, but in short it lets you assign people to approve or reject a process form at certain status levels.

Actions

Actions have an improved look and the option to specify them as high priority. Process views get "All actions" columns that list the full text of all open or due actions.

Each process staff reference field can be optionally filtered by a role and by enabled users. Global actions can now go to a user set in a staff reference field.

Minor

New API calls for getting commission totals by agency, rep, customer, and account
Worksheets: Working permissions for all user types, decimal number option, better add table interface
New staff privileges for subscriber data and printing
Download for the commission runs page
Better experience on the iPad and iPhone
When you use the top search field if there is only 1 result it goes right to that page now
Account groups grid gets a "Comm. rule" column
Staff users can see new shared views without having to log off and on again
The tool to add agent participants to existing forms by reference can now be limited by views
Form start link added to form page (instead of just from the view page)
All agent comm item downloads now have proper merged variable columns
Changing the comm run on the agency summary page keeps the same tab open
The date picker will never open partly off the page
URLs starting with "file:///" show up as links in notes
More UPP functionality.

Spec

The developer spec page is here: Pennypacker