New: Export All Partners Contacts
Wealth Manager Home Office users can now export a unified contact list across all partner companies—in a single click.
What's New
The Export button on the Partner Admin page now has a dropdown with two options:
Export Partners List – the original export of your partner company list
Export Partners Contacts – a new, merged export of all contacts across every partner, with a Partner column added for easy identification
Note: Authors/Sales Contacts are one in the same!
Why It Matters
Previously, getting a full picture of your partner contacts meant downloading and combining multiple files. Now you can pull everything into one clean export—saving time and reducing manual effort when you need a complete view of your network.
Improvements & Fixes
Partner Portal content now loads immediately – Content created without a section assignment now displays right away, without requiring a page refresh.
Partner Portal notification links fixed – Clicking "View" in a Partner Portal notification now opens the content directly, instead of redirecting to the login page.
Your Partnership fuels our efforts. Please contact us at support@4uplatform.com with questions about current features or suggestions for future enhancements.