Difference between revisions of "Assignment Panels - Why?"

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The Assignment Panels feature makes assigning one or many records (including users, organizations, Level 1, Level 2, and Level 3s) to other records as simple as drag and drop. The key benefits include time savings and easy of use. Phase 1 of this enhancement adds the ability to attach one or many contacts to Level 1s.
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Easily assign multiple users to multiple UTA records via the new Assignment Panels feature. For example, if you need to assign a set of reviewers to a set of applications, this feature gives you the ability to simultaneously search all users and UTA records (reviewers and applications) by leveraging your existing list views and search filters. Once selected, simply drag and drop them together to create an association between the required records.
 
 
 
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Revision as of 14:51, 22 April 2016

Why.jpeg This article will explain why this feature is a benefit to your organization.

Easily assign multiple users to multiple UTA records via the new Assignment Panels feature. For example, if you need to assign a set of reviewers to a set of applications, this feature gives you the ability to simultaneously search all users and UTA records (reviewers and applications) by leveraging your existing list views and search filters. Once selected, simply drag and drop them together to create an association between the required records.

How.png Click here for an overview on this enhancement.