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Previous Upgrade: February 2013

395 bytes added, 17:35, 19 February 2010
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==MiscWorkflows==
===Recurring Workflows===
* Recurring Workflows can be used to send out e-mails on a daily, weekly, monthly basis. These e-mails can use the '''ReportProperty''' functions mentioned above to automatically e-mail periodic reports.
* A new [[Workflow Task]] allows you to automatically add contacts with to Level 1 activities with Roles specified in the Workflow Task.
 
===Level 1 Date Trigger===
* Workflows associated with Level 1 records can now be set to trigger based on a date on the Level 1 record.
 
 
===UTA Role Assignment Tasks===
* The recipient for these tasks can now be defined as the user that was added to the record.
* You can include information from the Level one record using variable syntax: '''@level1.''customfieldname''@'''
 
 
 
==Misc==
===Custom Defined Holidays===
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