Documentation Changelog
This changelog tracks significant updates and changes to the AndMoney documentation.
April 2026
Added
- New Managed Playbooks page — explains the “Managed” badge you’ll see on some playbooks, the fork workflow for customizing a managed playbook, and how update notifications work for forks
- Smart Playbook Deployments feature is rolling out: &Money now centrally maintains and updates a curated catalog of playbooks across all customer banks, with a clear path to fork for bank-specific customization
Updated
- Playbooks User Guide — Accessing Playbooks section now references the Managed badge and the Fork action for customizing managed playbooks
January 2026
Added
- Comprehensive documentation for Duration-Based Daily Meeting Time Limits feature
- Detailed configuration levels and migration information for advisor capacity management
Updated
- Release news with expanded feature descriptions for January 2026
- Management UI capacity management documentation
August 2025
Added
- Additional documentation about historic meetings for CRM analytics
- Enhanced Insights documentation with detailed analytics information
Updated
- Insights details page with comprehensive meeting analytics documentation
July 2025
Added
- Expanded portal setup documentation with field configuration details
- Portal creation and configuration guide with screenshots
- Portal testing documentation
Updated
- Portal documentation with enhanced setup instructions and error handling
- Data retention and deletion overview improvements
- Meeting title and description formatting improvements
June 2025
Updated
- Improved navigation and accessibility across all documentation
- Enhanced cross-references between related topics
May 2025
Added
- Release notes for version 1.16
- Practical guide to Present feature
- Troubleshooting guide for Present
- Technical flow documentation for Insights
- iCal documentation for calendar integration
Updated
- App offer installation guide to include Teams Access policy
- SCIM provisioning setup documentation
- Graph proxy documentation improvements
- Present documentation with new ordering and enhanced content
- Salesforce release notes with latest packages
- Present reporting documentation with additional details
April 2025
Added
- Data retention and deletion overview section
- Documentation for setting up AndMoney Salesforce integration
Updated
- Documentation structure improvements for better readability
March 2025
Added
- Enhanced landing page with detailed product descriptions
- New documentation organization section
- Improved getting started guide with step-by-step instructions
- Added support section with troubleshooting resources
- Created documentation changelog
- New architecture diagrams and callout configurations
- Validation tool details documentation
Updated
- Restructured product descriptions with feature-specific bullet points
- Improved navigation and readability of main documentation
Historical Changes
Previous documentation updates are being compiled and will be added retrospectively.