Envestnet Elevate

About Envestnet Elevate

- The new Onomi Field App is now available, bringing a fast, intuitive app experience for booth staff to capture and qualify interactions at conventions. Built as part of CongressIQ, the Field App is designed around the realities of working on a busy congress floor: conversations are short, connectivity can be unreliable, and every interaction counts. - Lead captures are now saved as drafts. The Field App automatically saves started lead captures as drafts, preventing information from being lost if the process is interrupted, for example, if the device screen is locked or the app is closed. Any information already added is available when the rep resumes the lead capture. - More options during identity resolution. Reps can now select “No match” or “Out of scope” for suggested matches that are not relevant to the lead. - Quick access to the workspace home screen. A Home link widget can now be added below the Field App dashboard, allowing reps to easily access the configured workspace home screen. - Quick access to lead captures requiring action. A direct link to lead captures requiring action (“X interactions need action”) has been added to the Leads widget on the Field App dashboard, giving reps quick access to incomplete lead captures. - Individual meeting RSVP status displayed. The Meetings widget on the Field App dashboard has been adjusted to display the individual user's RSVP status for meetings, rather than the overall meeting RSVP status.

App privacy

The developer, Envestnet Financial Technologies, Inc., reported these privacy practices to Apple.