Assignment Panels - Why?
Revision as of 15:33, 20 April 2016 by Alvin Thompson (talk | contribs)
Revision as of 15:33, 20 April 2016 by Alvin Thompson (talk | contribs)
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This article will explain why this feature is a benefit to your organization. |
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.
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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Click here for an overview on this enhancement. |