Advanced Search Extended to Organizations, Branches, and External Persons Connected to the Level 1 - Why?

From SmartWiki
Revision as of 10:10, 1 September 2016 by Ciaran Donnelly (talk | contribs)

(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Jump to: navigation, search
Why.jpeg This article will explain why this feature is a benefit to your organization.
Level 1 list views can reference related Level 1 Organizations, Person, and Branch fields. In situations where users do not have permission to edit list views, the Advanced Search is another option where users may search attributes of associated records.