User contributions

Brad Robertson

13 June 2019

• Entity IDs

  no edit summary

  14:02

  -569

• Security Settings

  ‎Disable Secure Session Management

  13:46

  +453

28 February 2018

• Workflows Overview

  no edit summary

  m

  09:47

  +130

27 February 2018

• File:Edit Connector.JPG

  Edit Connector configuration settings

  16:32

10 February 2018

• Auto Loader

  ‎Updating Account Parent

  14:15

  +2

• Auto Loader

  ‎Updating Account Parent

  14:13

  +56

• Auto Loader

  ‎Updating Account Parent

  14:09

  +54

• Auto Loader

  ‎Updating Account Parent

  14:06

  -6

• Auto Loader

  ‎Updating Account Parent

  14:05

  +543

• File:Update Account Parent Example - Source File.JPG

  A sample CSV file that is uploaded to a SmartFolder that is associated with an AutoLoader to update the the Parent ID of a company record.

  13:54

• File:Update Account Parent Example.JPG

  An example of an Autoloader configuration to update the parent (field) of a company record.

  13:47

7 February 2018

• Multi-Factor Authentication

  ‎Configuring a Role to Use Two-Factor Authentication: Fixed typo: Tow->Two

  07:23

21 September 2017

• OFAC, IRS, CRA and Other Checks

  Brad Robertson moved page OFAC, IRS, CRA and Other Checks to Organization Vetting Services

  13:57

• Organization Vetting Services

  Brad Robertson moved page OFAC, IRS, CRA and Other Checks to Organization Vetting Services

  m

  13:57

• Organization Vetting Services

  no edit summary

  m

  10:26

  +11

• Organization Vetting Services

  Add the Australian information

  m

  10:24

  +273

15 June 2017

• Address Types

  no edit summary

  06:44

  +161

• File:New Multiple Address Permissions.PNG

  no edit summary

  06:36

• File:New Multiple Address Settings.PNG

  no edit summary

  06:33

• UTA Settings - General

  UTA - General Settings image update for Language Setting

  m

  06:22

  +6

• File:UTA - General Settings 20170615.png

  no edit summary

  06:20

• UTA Settings - General

  Language setting

  m

  06:18

  +111

28 March 2017

• Variable List

  Latitude and Longitude variables

  m

  08:17

  +57

19 December 2016

• Email restriction

  Provided additional context to the article.

  m

  09:25

  +41

18 November 2016

• Batch Update Custom Field Settings

  47583 - Update the Batch Update field settings to match the Custom Field settings

  m

  15:49

  +25

14 November 2016

• Web Page View Field Variables

  Example of syntax for reference the Consumer owner field from the Provider

  m

  07:27

  +212

• Variable List

  Provided syntax for referencing the Provider UTA Owner from the Consumer UTA

  m

  07:18

  +65

27 October 2016

• Configuring List Views

  ‎The Properties Tab

  12:53

  +147