Omnitrack version 2.94.0
New AML onboarding integration with Credas Omnitrack, VinciWorks’ end-to-end AML client onboarding solution, continues to simplify the onboarding experience with a new direct integration with Credas. This powerful combination offers direct access to Credas’ extensive database without leaving your existing tools. No matter the market or sector, the Omnitrack-Credas integration enables you to effortlessly streamline […]
Omnitrack version 2.93.0
Export Audit Trail to CSV and Public API Support We have added the option to download the complete audit trail in CSV format, making it easier to generate reports and integrate your data into third-party systems. As an admin, you can navigate to “Audit Trail” and click the ‘Export to CSV’ button at the top […]
Omnitrack version 2.92.0
Enhanced Audit Trail with Email Events With this enhancement, every time an email is dispatched, whether manually or through automation, we will automatically record an “Email Sent” event on the submission timeline. This update ensures that administrators have a clear, detailed record of when emails are sent and to whom they are addressed. Enhancements to […]
Omnitrack version 2.90.0
AML onboarding integration with World-Check We are currently working to improve the VinciWorks’ end-to-end AML client onboarding solution (Omnitrack) to simplify the onboarding experience with a new direct integration with World-Check. This powerful combination offers direct access to World-Check’s extensive database without leaving your existing tools. See the full blog Bug fixes
Omnitrack version 2.89.0
Introducing Helpful Tooltips for Form Options Now, when you’re presented with options to select from, you can hover over each option to reveal an inline tooltip that unpacks any acronyms or provides detailed explanations. This feature is incredibly useful when dealing with complex regulatory matters like DAC6, AML, and other technical subjects where guidance and […]
Omnitrack version 2.88.0
Automatic Currency Conversion Now, you can effortlessly manage forms and workflows with users around the world, regardless of their preferred local currency. With this enhancement, you have the power to set up rules, logic, and automations based on your chosen currency, making your tasks more seamless and efficient. Here’s how it works: as an admin, […]
Omnitrack version 2.87.0
Effortlessly Duplicate Sections We’re thrilled to announce an innovative addition to our form builder: the ability to duplicate sections. Now, crafting forms becomes even more efficient. Simply select a section header and choose to either duplicate the header itself or duplicate the entire section. Opting for the latter duplicates the entire section along with its […]
Omnitrack version 2.86.0
Group Users by Channel for Enhanced Organization With the latest update, you can effortlessly create groups based on the channels through which users were added. For example, you can group all users added via API, simplifying your organization and access control. Display Subfields in Submissions Grid View Subfield data now displays right within the grid, […]
Omnitrack version 2.84.0
Design improvements to the form builder! With the latest release, you can now perform bulk actions with ease. Simply select multiple fields, and a new intuitive bulk action menu will appear, enabling you to mark them all as required or set their permissions to admin-only. Say goodbye to repetitive tasks and hello to increased efficiency! […]
Omnitrack version 2.82.0
Additional reports features Dynamic Placeholders in text widgets Create personalized reports effortlessly by adding dynamic submission data to your text widgets, automating the inclusion of client-specific information in your reports. Say goodbye to manual editing and hello to streamlined report personalization. Use this feature in your text widgets by putting brackets around a field name […]
