Changes

Jump to: navigation, search

Assignment Panels - Why?

204 bytes added, 19:20, 31 August 2016
no edit summary
{{WhyHeader}}
The Assignment List View feature makes assigning one or many contacts or organizations (even Level 1s, Level 2s, and Level 3s records) to one or more Level 1 as simple as drag and drop. The key benefits include time savings and easy of use. 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.
Easily assign multiple users to multiple UTA records via the new [[Assignment List View|Assignment Panels]] feature. For example, if you need to assign a set of reviewers to a set of applications, this feature gives you the ability to simultaneously search all users and UTA records (reviewers and applications) by leveraging your existing list views and search filters. Once selected, simply drag and drop them together to create an association between the required records.<br />
<br />
Coming in a future upgrade, this feature will be expanded to allow other record types to be associated as well (for example: organizations to level 1s or users/organizations to level 2s and 3s).
<!--
{| class="wikitable"
|-
| Click [[here]] for an overview on this enhancement.
|}
-->[[Category:WhyUniversal Tracking Application]] [[Category:Under ConstructionApplications]][[Category:Contacts]]
Smartstaff, administrator
4,478
edits

Navigation menu