Assignment Panels - Why?
Revision as of 11:42, 22 April 2016 by Alvin Thompson (talk | contribs)
Revision as of 11:42, 22 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 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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Click here for an overview on this enhancement. |