0
edits
Changes
no edit summary
----
==Company/Contact==
* The [[List View]] for Associates/Associations can be customized via the [[Global Settings] page.
==Workflows==
* '''Update Custom Field''' task type will be available on Company and Contact workflows
* Company and Contact Workflow connectors can be delayed to trigger on a date stored in a [[Custom Field]] on the Company/Contact record
* 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).
----