Use role to address emails

Version: 
5.02
Roles can be used as To, CC, From or BCC in Process Automation
Release Date: 
Saturday, November 21, 2009
Item Audience Description Benefits

Customer Events has been rewritten to follow the look and feel introduced in release 5.00 for Course Templates and Dates, and renamed to Customer Events

  • Course listing
  • Sales agent
  • Course administrator
Process Automation follows the look and feel of Course Templates and Dates

    Easier to use

    Process Automation records can use Course Date Roles as email addresses

    • Course listing
    • Sales agent
    • Course administrator

    You may now list Roles as email addressees, which means it is possible to request emails be sent to or from any role that is filled on a particular Course Date

    Much greater flexibility in who emails can be addressed to - enabling you to have a much wider range of external workflows

    Lightboxes replace popups in Course Templates, Coures Dates and Process Automation

    • Course listing
    • Sales agent
    • Course administrator

    Lightboxes look nicer and are modal so they cannot become hidden behind the main screen like normal popups. Lightboxes have been implemented on Course Templates, Dates and Documents for consistency

    Please note with lightboxes - you do not have to wait while they load, you can close them at any time

    Easier to use