6.18.0 White Oak Release
  • 15 May 2024
  • PDF

6.18.0 White Oak Release

  • PDF

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Resumen del artículo

💭Recurring Schedule Enhancements

Significant improvements have been made to the recurring schedule workflow, offering substantial benefits for janitorial clients. Click Recurring Schedule Enhancements to find out more! 


💭 Improved Contract Renewal Process

The opportunity renewal process has been optimized so you can renew contracts tailored to your preferences individually or in bulk. Click Improved Contract Renewal Process to learn more!
 

💭 Admin Advanced Search Security

This release initiative provides system admins with a broader array of options to manage the visibility of advanced search lists. Additionally, the View Only My Properties and View Only My Opportunities permissions have been updated to ensure that the proper contacts can access the properties and opportunities with which they are associated. Click Admin Advanced Search Security for more information.

💭 CRM Enhancements 

Click CRM enhancements to view the CRM updates within this release.


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