Assignment Panels - Why?
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Revision as of 15:11, 20 April 2016 by Alvin Thompson (talk | contribs) (Created page with "{{WhyHeader}} The '''Assignment List View''' feature adds the ability to assign many objects to many objects. Now assigning one or many contacts, organizations, and even Leve...")
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This article will explain why this feature is a benefit to your organization. |
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.
Note: Phase one of this enhancement (April 2016 Upgrade) adds the ability to attach one or many contacts to Level 1s.
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Click here for an overview on this enhancement. |
