0
edits
Changes
no edit summary
* The Recipient of workflows (Acknowledgement, Request for Comment, Request for Approval) can now be defined using variable syntax, rather than being limited to the list by role. This will allow you to send the same e-mail to multiple roles at the same time rather than creating 2 different tasks. It will also allow you to filter based on a custom field on the contact, or UTA Contact Role Based custom field(s). For [[Notes]] created against UTA records this will allow you to select recipients by UTA role (or owner/person) rather than system role.
==Autoloader==* Contact Autoloader: Match a field on the contact with a field on company records so the contacts will be created/moved under the relevant company. Similarly with company autoloader* Company Autoloader: Match company field to find parent company, allowing new/updating companies to be managed within a hierarchy.* Disable users with the autoloader (expose the Access Type) * Setting to specify 'Append' role defined on autoloader rather than replace it if the user already exists in the system* Allow addition of multiple roles (select many list box instead of combo box)
----