Differences
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newreleases:release_2.21.04 [2021/06/24 14:55] – created Scott McMullen | newreleases: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 | + | 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. |
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There have been a few tweaks and improvements made to Notifications, | There have been a few tweaks and improvements made to Notifications, | ||
- | 1. Can include Consultants' | + | 1. Can include Consultants' |
- | 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. | + | |
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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. | + | |
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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. | + | |
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- | 5. New recipient type ' | + | 5. New recipient type ' |
- | Notifications now has a recipient type of owner to simplify if you want to send documents internally. | + | |
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- | 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 | + | If using the Collections feature |
- | + | ||
- | {{::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. |