Assignment Panels - Why?

From SmartWiki
Revision as of 16:20, 20 April 2016 by Alvin Thompson (talk | contribs)

Jump to: navigation, search
Why.jpeg This article will explain why this feature is a benefit to your organization.

The Assignment List View feature makes assigning one or many contacts or organizations (even Level Ones, Level Twos, and Level Three records) to one or more Level Ones 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.

How.png Click here for an overview on this enhancement.