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Template:April2016Upgrade

956 bytes added, 19:27, 15 April 2016
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===New Assign Many Objects Invite New and Existing Contacts Into The System Via Email===This new feature introduces the easy invitation of a contact to collaborate on a system record through an email invitation. To facilitate this, invited contacts can accept or decline the invitation to associate them to the record. This new feature will send invitations to Many Objects With contacts who currently exist as a contact in the system and to contacts who do not exist. Contacts who are new will be directed to a contact sign-up page when applicable. This simplifies the process of inviting all contacts to participate in system activities.  <!-- 46588 - L1 invitation functionality -->   ===New Assignment List View Panels - Phase 1===
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New feature assignment panels allows you navigate different list views simultaneously and easily search and bulk assign users to records. This first phase is limited to just the ability to assign users in one panel to Level 1 records in the other panel but this will be expanded to in the future to allow assignment to and from more record types.
 
 
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The '''Assignment List View''' feature adds the ability to assign many objects to many objects. Now assigning one or many contacts, organizations, and even Level 1s (includes Level 2 and 3 records) to one or more Level 1s is a as simple as point and click. Once fully implemented, this enhancement will enable the assignment of many objects (like users, organizations, Level 1, Level 2, Level 3s), to many objects. Phase one of this enhancement (April 2016 Upgrade) will add the ability to attach one or many contacts to Level 1s.
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====Configuring the Assignment List View====
=====Add an Assignment Type=====
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