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* Workflow e-mails can now be sent using HTML format as well as plain text.
|May 2009
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|Recurring Workflows
* Recurring Workflows can be used to send out e-mails on a daily, weekly or monthly basis.
* These workflow e-mails can use the '''ReportProperty''' functions mentioned above to automatically e-mail periodic reports.
|May 2010
|+
|[[Workflow Task Type: People Association|People Association Workflow Task Type]]
* A new [[Workflow Task]] allows you to automatically add contacts to Level 1 activities with the role specified in the Workflow Task.
|May 2010
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|Level 1 Date Trigger
* Workflows associated with Level 1 records can now be set to trigger based on a date on the Level 1 record.
|May 2010
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|UTA Role Assignment Tasks
* The recipient for these tasks can now be defined as the user that was added to the record.
* You can include information from the Level one record using variable syntax: @levelone.''customfieldname''@
|May 2010
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|Transaction Workflows
* Workflows can now be attached to Transactions.
|May 2010
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|Workflow E-mails
* The e-mail header can now be defined.
|May 2010
|+
|}
[[Category:Upgrades]]