Uploading will no longer require a summarizing step and the information displayed on the upload page will change. Instead of a summarizing step, users will be asked to confirm changes before pushing the upload through. On the uploads page, a count of records will be displayed. Hovering over the i next to the number will show more information about the records.
You can now add a detailed description about each assessment level that will appear when a user hovers over the assessment level.
Tasks can now be duplicated to keep the To-Dos, Description, Targets and Turfs (Target Query is re-run on duplication) to streamline the process of creating tasks. Tasks can be duplicated by going to the Task you want to duplicate and clicking on the Duplicate button across from the Task name.
View Connections from Profile Page
From an Entity's Profile, in the Info tab, you'll now see a chart button next to the connection type. Clicking on this button will pull up all the connections to that entity in the wall chart view.
Quality of Life Updates
A few smaller changes have been made to make the system easier to use including:
- Date Created and Created By added to Export
- Select All Fields on a person Export
- Display Home, Cell or Work when clicking on the phone or messaging icons
- Mobile is now the default for phone numbers when uploading