newreleases:release_2.21.04

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newreleases:release_2.21.04 [2021/06/24 14:55] – created Scott McMullennewreleases:release_2.21.04 [2022/04/15 14:27] (current) – Shelley Hunter
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 ==== Added drop down list of Global Documents when sending a mail merge ====  ==== Added drop down list of Global Documents when sending a mail merge ==== 
  
-Drop down list similar to that when sending a Contact Event has been adding when selecting a Global Document to be sent within a mail merge.+Drop down list similar to that when sending a Contact Event has been added when selecting a Global Document to be sent within a mail merge.
  
 {{::global_docs_on_mail_merge_dropdown_2.png?450|}} \\ \\  {{::global_docs_on_mail_merge_dropdown_2.png?450|}} \\ \\ 
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 There have been a few tweaks and improvements made to Notifications, these are listed below. There have been a few tweaks and improvements made to Notifications, these are listed below.
  
-1. Can include Consultants' Direct Lines and Mobiles as merge fields +1. Can include Consultants' Direct Lines and Mobiles as merge fields. New fields for Mobile and Direct dial have been added to User / Consultant records. These can be used as merge fields in emails or texts without the need to configure user questionnaires.
-New fields for Mobile and Direct dial have been added to User / Consultant records. These can be used as merge fields in emails or texts without the need to configure user questionnaires.+
  
 {{::users_new_merge_fields.png?225|}} \\ \\  {{::users_new_merge_fields.png?225|}} \\ \\ 
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-3. Although the description is the default field for Email Subject, a new one can be added. +3. Although the description is the default field for Email Subject, a new one can be added. A new field for Email Subject has been added to notifications. Although the description is used as the email subject you can now add a separate more meaningful subject for the email. If an email subject exists this will override what is in the description when it comes to sending the email.
-A new field for Email Subject has been added to notifications. Although the description is used as the email subject you can now add a separate more meaningful subject for the email. If an email subject exists this will override what is in the description when it comes to sending the email.+
  
 {{::notifications_email_subject_1.png?585|}} {{::notifications_email_subject_1.png?585|}}
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-4. Merge fields can be added to the Email suject. +4. Merge fields can be added to the Email subject. Improvements have been made and you are now able to add merge fields to the email subject on a Notification. This could be useful if for example you are sending Notifications to a short list of candidates and you want to personalise each email subject line.
-Improvements have been made and you are now able to add merge fields to the email subject on a Notification. This could be useful if for example you are sending Notifications to a short list of candidates and you want to personalise each email subject line.+
  
 {{::notifications_email_subject_with_merge_field_1.png?575|}} {{::notifications_email_subject_with_merge_field_1.png?575|}}
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-5. New recipient type 'Owner' has been added. +5. New recipient type 'Owner' has been added. Notifications now has a recipient type of owner to simplify if you want to send documents internally.
-Notifications now has a recipient type of owner to simplify if you want to send documents internally.+
  
 {{::notifications_recipient_type_owner_2.png?375|}} \\ \\  {{::notifications_recipient_type_owner_2.png?375|}} \\ \\ 
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 {{::placement_selector_-_default_on_user_role.png?775|}} {{::placement_selector_-_default_on_user_role.png?775|}}
  
-If just Temp Role then the Temp Button is selected +If just Temp Role then the Temp Button is selected \\ 
-If just Perm Role then the Perm Button is selected+If just Perm Role then the Perm Button is selected \\
 If both roles then the Both button is selected. \\ \\  If both roles then the Both button is selected. \\ \\ 
  
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 ==== Collections - Terminology and User Role ====  ==== Collections - Terminology and User Role ==== 
  
-If using the Collections feature is is possible to amend the terminology so it appears as ‘Internal Chat’. You can do this by amending the Terminology Settings 750, 760 & 770 as shown below. +If using the Collections feature it is possible to amend the terminology so it appears as ‘Internal Chat’. You can do this by amending the Terminology Setting 750 as shown below. 
- +  
-{{::collections_as_internal_chat.png?750|}} \\ \\ +{{::collections_as_internal_chat_2.png?715|}} \\ \\ 
  
 A new User Layout Setting for collections has been added. Only Users with this Layout Setting enabled will be able to view and use the Collections / Internal Chat Feature. A new User Layout Setting for collections has been added. Only Users with this Layout Setting enabled will be able to view and use the Collections / Internal Chat Feature.
  • newreleases/release_2.21.04.1624546535.txt.gz
  • Last modified: 2021/06/24 14:55
  • by Scott McMullen