Difference between revisions of "Assignment Panels - Why?"

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The Assignment List View feature makes assigning one or many contacts or organizations (even Level 1s, Level 2s, and Level 3s records) to one or more Level 1 as simple as drag and drop. The key benefits include time savings and easy of use. Once fully implemented, this enhancement will enable the assignment of many objects (like users, organizations, Level 1, Level 2, Level 3s), to many objects. 
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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.
 
 
 
 
'''Note:''' Phase one of this enhancement (April 2016 Upgrade) adds the ability to attach one or many contacts to Level 1s.
 
  
 
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Revision as of 11:42, 22 April 2016

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

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.

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