We are excited to present Data Broker Release 25.2, which includes important updates to our Data Broker Configuration tool and Innotrust integration updates. Review the release notes to see how these updates can benefit your firm.
This is an automatic update, without a manual package or solution update completed by your firm. You must be on the latest version to access all features and functions. Contact our Support team for assistance.
Microsoft: Version 3.15.15648.14722
Salesforce: Version 2.25
All Integrations
Enhancement
Data Broker Configuration Screen Update
Previously, the Save, Cancel, and Refresh buttons were located at the bottom of the pages in Data Broker Configuration. For ease of use, these buttons are now located at the top right of the page on all Configuration pages and scroll with you as you move through the page.
Fix
Improved Historical Logs
Experience greater efficiency when you need to review historical logs. Previously, a timeout error occurred if filtering for certain date ranges in the Data Integration Log.
Innotrust
Enhancement
Advanced Trust Suite Contact Sync Settings
Now, you have increased flexibility to sync contact records between CRM, Black Diamond, and Innotrust. Previously, mapping settings provided only a single Prevent Upload setting. This setting allowed the restriction of data sent from CRM only. Trust Suite firms can determine restrictions between CRM, Innotrust, and Black Diamond with this enhancement. For example, you can now sync a contact record between CRM and Innotrust, but not Black Diamond, or sync a contact record between CRM and Black Diamond, but not Innotrust.
Microsoft: Version 3.15.15648.14722
Salesforce: Version 2.25
Release Date: April 24, 2025
