8,849
edits
Changes
→On-Demand System Upgrades
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===Setting Alignment of Columns in Report BuilderSending Emails from {{l2}} Records===*Columns in reports System Administrators can now be set in the Report Builder configure {{UTA}}s to be left-, right- or center-aligned without resorting allow end users to custom HTMLsend emails directly from a {{l2}} record. See [[Integrating_Email_with_the_UTA#Configuring_Level_3_Types_as_Emails|this page]] for instructions.<!--13969 - Reporting Enhancements22522-->
===IRS/CRA/OFAC Automated CheckingUpdate Company Categories with Workflow Tasks===*The system A new [[Workflow Task Types|Workflow Task Type]] can now be configured to perform automated verification been created named [[Workflow Task Type: Update Company Category|Update Company Category]] which can automate the action of adding or removing a [[contactClient Category|Organization Category]] records, as well as from an [[organization]] records, against the OFAC database.*The settings page to configure the automatic verification of records against the IRS/CRA/OFAC online databases has been simplified[[profile]].<!--21591 23763 - IRS/CRA/OFAC Automated Checkingcreate workflow task to update company category-->
[[Category:Upgrades]]
