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Template:March2024Upgrade

54 bytes added, 23 February
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<!-- 151038 - Filter Contact List Imported to ORCID -->
====titleAuto-Populate Subject Lines for Notes When Using Autoloader====
Added ability to auto-populate the '''Subject''' field when creating '''Notes''' using the autoloader. To use this feature, set up an autoloader with the '''Record Type''' set to "Company", "People", or a UTA level. Under the '''Item''' field, select "Notes". Navigate to the '''File Layout''' tab and under the "Column Mapping" section, select "Note - Subject" as a Field.
Smartstaff
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